Modern Wealth Management’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

Modern Wealth Management’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 Q2	$10.6M	Buy	+272,003	New	+$10.4M	0.13%	174

Other funds holding MAYT

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Modern Wealth Management's MAYT Position: Q2 2026 in Review

Modern Wealth Management opened a new position in AllianzIM U.S. Equity Buffer10 May ETF (MAYT) in Q2 2026: 272,003 shares worth $10.6M. The stake represents 0.13% of the portfolio and ranks #174 among its holdings.

51 funds tracked by Wall St. Rank hold MAYT as of Q2 2026.

Modern Wealth Management held 272,003 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $10.6M as of Q2 2026.
AllianzIM U.S. Equity Buffer10 May ETF was a new Modern Wealth Management position in Q2 2026.
AllianzIM U.S. Equity Buffer10 May ETF made up 0.13% of Modern Wealth Management's portfolio in Q2 2026, its #174 holding.
51 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.