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Maxwell Wealth Strategies’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Maxwell Wealth Strategies’s Portfolio MAYW Stock Details MAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$217K Hold
7,128
– – 0.09% 109
2024
Q3 		$215K Hold
7,128
– – 0.09% 104
2024
Q2 		$208K Hold
7,128
– – 0.1% 104
2024
Q1 		$204K Buy
+7,128
New +$196K 0.1% 102

Other funds holding MAYW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Maxwell Wealth Strategies's MAYW Position: Q4 2024 in Review

Maxwell Wealth Strategies held its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) position steady in Q4 2024 at 7,128 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #109.

Maxwell Wealth Strategies first reported a position in MAYW in Q1 2024 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold MAYW as of Q4 2024.

  • Maxwell Wealth Strategies held 7,128 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $217K as of Q4 2024.
  • Maxwell Wealth Strategies left its AllianzIM U.S. Equity Buffer20 May ETF share count unchanged in Q4 2024.
  • AllianzIM U.S. Equity Buffer20 May ETF made up 0.09% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #109 holding.
  • Maxwell Wealth Strategies first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q1 2024 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.