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NBC Securities’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

NBC Securities’s Portfolio MARW Stock Details MARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,027
Closed -$80K – 2188
2023
Q3 		$80K Buy
+3,027
New +$80.9K 0.01% 1002

Other funds holding MARW

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

NBC Securities's MARW Position: Q4 2023 in Review

NBC Securities sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q4 2023, closing a stake of 3,027 shares — an estimated $80K sold.

NBC Securities first reported a position in MARW in Q3 2023 and held it in 1 quarter. The position peaked at $80K in Q3 2023. 12 funds tracked by Wall St. Rank hold MARW as of Q4 2023.

  • NBC Securities reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q4 2023 after selling out during the quarter.
  • NBC Securities sold 3,027 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q4 2023, an estimated $80K.
  • NBC Securities first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q3 2023 and held it in 1 quarter.
  • NBC Securities's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $80K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q4 2023.

Based on NBC Securities's 13F filing for Q4 2023, filed 7 Feb 2024.