McAdam LLC’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

McAdam LLC’s Portfolio MAYT Stock Details MAYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$230K	Sell	5,764 -4,851	-46%	-$192K	0.01%	462
2026 Q2	$414K	Buy	10,615 +2,165	+26%	+$83.1K	0.02%	311
2026 Q1	$313K	Hold	8,450	–	–	0.01%	334
2025 Q4	$312K	Hold	8,450	–	–	0.01%	323
2025 Q3	$305K	Hold	8,450	–	–	0.02%	303
2025 Q2	$294K	Buy	+8,450	New	+$280K	0.02%	288

Other funds holding MAYT

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

McAdam LLC's MAYT Position: Q3 2026 in Review

McAdam LLC reduced its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) stake by 46% in Q3 2026, selling an estimated $192K and leaving 5,764 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #462.

McAdam LLC first reported a position in MAYT in Q2 2025 and has held it in 6 quarters since. The position peaked at $414K in Q2 2026. 8 funds tracked by Wall St. Rank hold MAYT as of Q3 2026.

McAdam LLC held 5,764 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $230K as of Q3 2026.
McAdam LLC sold 4,851 AllianzIM U.S. Equity Buffer10 May ETF shares in Q3 2026, an estimated $192K.
AllianzIM U.S. Equity Buffer10 May ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #462 holding.
McAdam LLC first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2025 and has held it in 6 quarters since.
McAdam LLC's AllianzIM U.S. Equity Buffer10 May ETF position peaked at $414K in Q2 2026.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.