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

Mattson Financial 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
2025 Q1	–	Sell	-501	Closed	-$15.3K	–	384
2024 Q4	$15.3K	Sell	501 -69,549	-99%	-$2.14M	﹤0.01%	238
2024 Q3	$2.07M	Sell	70,050 -455	-0.6%	-$13.6K	0.74%	48
2024 Q2	$2.08M	Buy	+70,505	New	+$2.03M	0.74%	48

Other funds holding MARW

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FCM

Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mattson Financial Services's MARW Position: Q1 2025 in Review

Mattson Financial Services sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q1 2025, closing a stake of 501 shares — an estimated $15.3K sold.

Mattson Financial Services first reported a position in MARW in Q2 2024 and held it in 3 quarters. The position peaked at $2.08M in Q2 2024. 38 funds tracked by Wall St. Rank hold MARW as of Q1 2025.

Mattson Financial Services reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q1 2025 after selling out during the quarter.
Mattson Financial Services sold 501 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2025, an estimated $15.3K.
Mattson Financial Services first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q2 2024 and held it in 3 quarters.
Mattson Financial Services's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $2.08M in Q2 2024.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.