Mosley Wealth Management
MAYT icon

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

Mosley 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
Q3 		$259K Buy
6,434
+1,282
+25% +$50.7K 0.08% 150
2026
Q2 		$201K Buy
+5,152
New +$198K 0.06% 154

Other funds holding MAYT

Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Mosley Wealth Management's MAYT Position: Q3 2026 in Review

Mosley Wealth Management increased its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) stake by 25% in Q3 2026, buying an estimated $50.7K and bringing the position to 6,434 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #150.

Mosley Wealth Management first reported a position in MAYT in Q2 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold MAYT as of Q3 2026.

  • Mosley Wealth Management held 6,434 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $259K as of Q3 2026.
  • Mosley Wealth Management bought 1,282 AllianzIM U.S. Equity Buffer10 May ETF shares in Q3 2026, an estimated $50.7K.
  • AllianzIM U.S. Equity Buffer10 May ETF made up 0.08% of Mosley Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.