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
Q2 		$6.71M Sell
185,697
-1,841
-1% -$65.6K ﹤0.01% 2522
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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial's MARW Position: Q2 2026 in Review

LPL Financial reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 0.98% in Q2 2026, selling an estimated $65.6K and leaving 185,697 shares worth $6.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

LPL Financial first reported a position in MARW in Q4 2023 and has held it in 11 quarters since. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • LPL Financial held 185,697 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $6.71M as of Q2 2026.
  • LPL Financial sold 1,841 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $65.6K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2522 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q4 2023 and has held it in 11 quarters since.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.