Nvest Financial’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

Nvest Financial’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 Q1	$1.56M	Sell	42,190 -1,522	-3%	-$56.5K	0.58%	47
2025 Q4	$1.61M	Buy	43,712 +8,659	+25%	+$315K	0.67%	42
2025 Q3	$1.27M	Sell	35,053 -7,317	-17%	-$260K	0.73%	37
2025 Q2	$1.48M	Buy	42,370 +8,627	+26%	+$286K	0.77%	39
2025 Q1	$1.11M	Sell	33,743 -1,641	-5%	-$54.9K	0.59%	42
2024 Q4	$1.17M	Sell	35,384 -5,111	-13%	-$169K	0.6%	48
2024 Q3	$1.32M	Sell	40,495 -1,442	-3%	-$45.7K	0.75%	42
2024 Q2	$1.32M	Buy	+41,937	New	+$1.27M	0.81%	38

Other funds holding MAYT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Nvest Financial's MAYT Position: Q1 2026 in Review

Nvest Financial reduced its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) stake by 3.5% in Q1 2026, selling an estimated $56.5K and leaving 42,190 shares worth $1.56M. The position accounts for 0.58% of the portfolio, ranked #47.

Nvest Financial first reported a position in MAYT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q4 2025. 19 funds tracked by Wall St. Rank hold MAYT as of Q1 2026.

Nvest Financial held 42,190 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $1.56M as of Q1 2026.
Nvest Financial sold 1,522 AllianzIM U.S. Equity Buffer10 May ETF shares in Q1 2026, an estimated $56.5K.
AllianzIM U.S. Equity Buffer10 May ETF made up 0.58% of Nvest Financial's portfolio in Q1 2026, its #47 holding.
Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2024 and has held it in 8 quarters since.
Nvest Financial's AllianzIM U.S. Equity Buffer10 May ETF position peaked at $1.61M in Q4 2025.
19 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.