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 Q2	$1.41M	Sell	33,526 -2,648	-7%	-$109K	0.44%	55
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

Other funds holding MART

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Nvest Financial's MART Position: Q2 2026 in Review

Nvest Financial reduced its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 7.3% in Q2 2026, selling an estimated $109K and leaving 33,526 shares worth $1.41M. The position accounts for 0.44% of the portfolio, ranked #55.

Nvest Financial first reported a position in MART in Q1 2024 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold MART as of Q2 2026.

Nvest Financial held 33,526 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $1.41M as of Q2 2026.
Nvest Financial sold 2,648 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2026, an estimated $109K.
AllianzIM U.S. Equity Buffer10 Mar ETF made up 0.44% of Nvest Financial's portfolio in Q2 2026, its #55 holding.
Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q1 2024 and has held it in 10 quarters since.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.