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Mid-American Wealth Advisory Group’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Mid-American Wealth Advisory Group’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4
Closed -$144 – 200
2025
Q2 		$144 Buy
+4
New +$136 ﹤0.01% 329

Other funds holding MART

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Mid-American Wealth Advisory Group's MART Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of AllianzIM U.S. Equity Buffer10 Mar ETF (MART) in Q3 2025, closing a stake of 4 shares — an estimated $144 sold.

Mid-American Wealth Advisory Group first reported a position in MART in Q2 2025 and held it in 1 quarter. The position peaked at $144 in Q2 2025. 20 funds tracked by Wall St. Rank hold MART as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining AllianzIM U.S. Equity Buffer10 Mar ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 4 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q3 2025, an estimated $144.
  • Mid-American Wealth Advisory Group first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's AllianzIM U.S. Equity Buffer10 Mar ETF position peaked at $144 in Q2 2025.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.