Mosley Wealth Management
MAYW icon

Mosley Wealth Management’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Mosley Wealth Management’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
Q3 		$1.05M Buy
29,498
+9,083
+44% +$320K 0.31% 63
2026
Q2 		$710K Buy
+20,415
New +$703K 0.23% 79

Other funds holding MAYW

AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

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

Mosley Wealth Management increased its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) stake by 44% in Q3 2026, buying an estimated $320K and bringing the position to 29,498 shares worth $1.05M. The position accounts for 0.31% of the portfolio, ranked #63.

Mosley Wealth Management first reported a position in MAYW in Q2 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold MAYW as of Q3 2026.

  • Mosley Wealth Management held 29,498 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $1.05M as of Q3 2026.
  • Mosley Wealth Management bought 9,083 AllianzIM U.S. Equity Buffer20 May ETF shares in Q3 2026, an estimated $320K.
  • AllianzIM U.S. Equity Buffer20 May ETF made up 0.31% of Mosley Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q3 2026.

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