MAWAG
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Mid-American Wealth Advisory Group’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Mid-American Wealth Advisory Group’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
Q3 		– Sell
-330,398
Closed -$9.75M – 52
2024
Q2 		$9.75M Sell
330,398
-18,798
-5% -$542K 6.23% 5
2024
Q1 		$10M Buy
+349,196
New +$9.87M 6.77% 5

Other funds holding MARW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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 $26.4B AUM 21.05% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Mid-American Wealth Advisory Group's MARW Position: Q3 2024 in Review

Mid-American Wealth Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q3 2024, closing a stake of 330,398 shares — an estimated $9.75M sold.

Mid-American Wealth Advisory Group first reported a position in MARW in Q1 2024 and held it in 2 quarters. The position peaked at $10M in Q1 2024. 38 funds tracked by Wall St. Rank hold MARW as of Q3 2024.

  • Mid-American Wealth Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q3 2024 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 330,398 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q3 2024, an estimated $9.75M.
  • Mid-American Wealth Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and held it in 2 quarters.
  • Mid-American Wealth Advisory Group's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $10M in Q1 2024.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2024.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2024, filed 2 Oct 2024.