LRWM
MARW icon

Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Lord & Richards Wealth Management’s Portfolio MARW Stock Details MARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-91
Closed -$2.82K – 121
2025
Q1 		$2.82K Buy
+91
New +$2.85K ﹤0.01% 138

Other funds holding MARW

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FCM
Fortis Capital Management Bellevue, Washington $894M AUM 22.3% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Lord & Richards Wealth Management's MARW Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2025, closing a stake of 91 shares — an estimated $2.82K sold.

Lord & Richards Wealth Management first reported a position in MARW in Q1 2025 and held it in 1 quarter. The position peaked at $2.82K in Q1 2025. 38 funds tracked by Wall St. Rank hold MARW as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 91 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2025, an estimated $2.82K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $2.82K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.