LPL Financial
MARW icon

LPL Financial’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

LPL Financial’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
2026
Q1 		$6.39M Buy
187,538
+78,342
+72% +$2.7M ﹤0.01% 2411
2025
Q4 		$3.75M Sell
109,196
-3,920
-3% -$133K ﹤0.01% 2806
2025
Q3 		$3.8M Buy
113,116
+41,851
+59% +$1.38M ﹤0.01% 2724
2025
Q2 		$2.32M Buy
71,265
+22,289
+46% +$698K ﹤0.01% 2990
2025
Q1 		$1.52M Sell
48,976
-3,962
-7% -$124K ﹤0.01% 3195
2024
Q4 		$1.64M Sell
52,938
-513
-1% -$15.8K ﹤0.01% 3047
2024
Q3 		$1.63M Sell
53,451
-562
-1% -$16.8K ﹤0.01% 2932
2024
Q2 		$1.59M Buy
54,013
+579
+1% +$16.7K ﹤0.01% 2815
2024
Q1 		$1.53M Buy
53,434
+7,154
+15% +$202K ﹤0.01% 2784
2023
Q4 		$1.29M Buy
+46,280
New +$1.26M ﹤0.01% 2827

Other funds holding MARW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial's MARW Position: Q1 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 72% in Q1 2026, buying an estimated $2.7M and bringing the position to 187,538 shares worth $6.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

LPL Financial first reported a position in MARW in Q4 2023 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

  • LPL Financial held 187,538 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $6.39M as of Q1 2026.
  • LPL Financial bought 78,342 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2026, an estimated $2.7M.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2411 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q4 2023 and has held it in 10 quarters since.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.