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MART icon

Nvest Financial’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Nvest Financial’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39M Buy
36,174
+5,599
+18% +$218K 0.52% 52
2025
Q4 		$1.18M Buy
30,575
+15,525
+103% +$591K 0.49% 48
2025
Q3 		$567K Sell
15,050
-16,003
-52% -$589K 0.33% 63
2025
Q2 		$1.12M Sell
31,053
-1,435
-4% -$48.7K 0.58% 44
2025
Q1 		$1.09M Buy
32,488
+4,022
+14% +$137K 0.58% 46
2024
Q4 		$959K Sell
28,466
-641
-2% -$21.5K 0.49% 55
2024
Q3 		$958K Sell
29,107
-1,324
-4% -$42.4K 0.55% 50
2024
Q2 		$962K Buy
30,431
+1,158
+4% +$35.5K 0.59% 45
2024
Q1 		$894K Buy
+29,273
New +$871K 0.6% 45

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OMC
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HI
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KAS
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