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 Q2	$1.64M	Sell	41,939 -251	-0.6%	-$9.64K	0.52%	53
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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

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

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Richmond Brothers Jackson, Michigan $192M AUM 23.02% 1-Year Est. Return

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

Nvest Financial's MAYT Position: Q2 2026 in Review

Nvest Financial reduced its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) stake by 0.59% in Q2 2026, selling an estimated $9.64K and leaving 41,939 shares worth $1.64M. The position accounts for 0.52% of the portfolio, ranked #53.

Nvest Financial first reported a position in MAYT in Q2 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold MAYT as of Q2 2026.

Nvest Financial held 41,939 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $1.64M as of Q2 2026.
Nvest Financial sold 251 AllianzIM U.S. Equity Buffer10 May ETF shares in Q2 2026, an estimated $9.64K.
AllianzIM U.S. Equity Buffer10 May ETF made up 0.52% of Nvest Financial's portfolio in Q2 2026, its #53 holding.
Nvest Financial first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2024 and has held it in 9 quarters since.
51 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q2 2026.

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