MIAS
MARW icon

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

Mason Investment Advisory Services’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
2024
Q4 		– Sell
-9,234
Closed -$281K – 73
2024
Q3 		$281K Hold
9,234
– – 0.02% 59
2024
Q2 		$272K Buy
+9,234
New +$266K 0.02% 60

Other funds holding MARW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Mason Investment Advisory Services's MARW Position: Q4 2024 in Review

Mason Investment Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q4 2024, closing a stake of 9,234 shares — an estimated $281K sold.

Mason Investment Advisory Services first reported a position in MARW in Q2 2024 and held it in 2 quarters. The position peaked at $281K in Q3 2024. 37 funds tracked by Wall St. Rank hold MARW as of Q4 2024.

  • Mason Investment Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q4 2024 after selling out during the quarter.
  • Mason Investment Advisory Services sold 9,234 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q4 2024, an estimated $281K.
  • Mason Investment Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and held it in 2 quarters.
  • Mason Investment Advisory Services's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $281K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q4 2024.

Based on Mason Investment Advisory Services's 13F filing for Q4 2024, filed 6 Feb 2025.