Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$253 Buy
+7
New +$249 ﹤0.01% 608
2026
Q1
Sell
-7
Closed -$240 970
2025
Q4
$240 Buy
+7
New +$237 ﹤0.01% 527
2024
Q3
Sell
-14,579
Closed -$430K 104
2024
Q2
$430K Buy
+14,579
New +$420K 0.2% 54

Other funds holding MARW

Lloyd Advisory Services's MARW Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2026: 7 shares worth $253. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in MARW as recently as Q4 2025.

Lloyd Advisory Services first reported a position in MARW in Q2 2024 and has held it in 3 quarters since. The position peaked at $430K in Q2 2024. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Lloyd Advisory Services held 7 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $253 as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF was a new Lloyd Advisory Services position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #608 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and has held it in 3 quarters since.
  • Lloyd Advisory Services's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $430K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.