Montgomery Financial Services’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

Montgomery Financial Services’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	$336K	Buy	+8,616	New	+$331K	0.29%	26

Other funds holding MAYT

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

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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

Montgomery Financial Services's MAYT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in AllianzIM U.S. Equity Buffer10 May ETF (MAYT) in Q2 2026: 8,616 shares worth $336K. The stake represents 0.29% of the portfolio and ranks #26 among its holdings.

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

Montgomery Financial Services held 8,616 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $336K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 May ETF was a new Montgomery Financial Services position in Q2 2026.
AllianzIM U.S. Equity Buffer10 May ETF made up 0.29% of Montgomery Financial Services's portfolio in Q2 2026, its #26 holding.
51 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.