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Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Lloyd Advisory Services’s Portfolio MAYW Stock Details MAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25M Buy
+719,712
New +$24.8M 9.7% 1
2026
Q1 		– Sell
-363
Closed -$12.2K – 972
2025
Q4 		$12.2K Buy
+363
New +$12K ﹤0.01% 377

Other funds holding MAYW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

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

Lloyd Advisory Services opened a new position in AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q2 2026: 719,712 shares worth $25M. The stake represents 9.7% of the portfolio and ranks #1 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in MAYW as recently as Q4 2025.

Lloyd Advisory Services first reported a position in MAYW in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold MAYW as of Q2 2026.

  • Lloyd Advisory Services held 719,712 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $25M as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 May ETF was a new Lloyd Advisory Services position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 May ETF made up 9.7% of Lloyd Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q4 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2026.

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