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Montgomery Financial Services’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Montgomery Financial Services’s Portfolio MAYW Stock Details MAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$813K Buy
+23,368
New +$805K 0.71% 16

Other funds holding MAYW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q2 2026: 23,368 shares worth $813K. The stake represents 0.71% of the portfolio and ranks #16 among its holdings.

74 funds tracked by Wall St. Rank hold MAYW as of Q2 2026.

  • Montgomery Financial Services held 23,368 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $813K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 May ETF was a new Montgomery Financial Services position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 May ETF made up 0.71% of Montgomery Financial Services's portfolio in Q2 2026, its #16 holding.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2026.

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