NWF Advisory Services’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

NWF Advisory Services’s Portfolio MAYW Stock Details MAYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$382K	Hold	10,750	–	–	0.04%	264
2026 Q2	$374K	Sell	10,750 -350	-3%	-$12.1K	0.04%	268
2026 Q1	$375K	Sell	11,100 -800	-7%	-$27K	0.04%	250
2025 Q4	$399K	Sell	11,900 -600	-5%	-$19.9K	0.04%	236
2025 Q3	$412K	Sell	12,500 -500	-4%	-$16.3K	0.05%	236
2025 Q2	$418K	Sell	13,000 -520	-4%	-$16.1K	0.05%	235
2025 Q1	$414K	Buy	+13,520	New	+$416K	0.06%	198
2024 Q4	–	Sell	-15,400	Closed	-$462K	–	369
2024 Q3	$462K	Sell	15,400 -700	-4%	-$20.6K	0.07%	178
2024 Q2	$470K	Buy	16,100 +50	+0.3%	+$1.42K	0.07%	166
2024 Q1	$448K	Sell	16,050 -7,400	-32%	-$204K	0.07%	172
2023 Q4	$637K	Buy	23,450 +450	+2%	+$11.8K	0.13%	127
2023 Q3	$591K	Buy	23,000 +400	+2%	+$10.4K	0.14%	121
2023 Q2	$585K	Buy	+22,600	New	+$572K	0.14%	124

Other funds holding MAYW

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

NWF Advisory Services's MAYW Position: Q3 2026 in Review

NWF Advisory Services held its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) position steady in Q3 2026 at 10,750 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #264.

NWF Advisory Services first reported a position in MAYW in Q2 2023 and has held it in 13 quarters since. The position peaked at $637K in Q4 2023. 14 funds tracked by Wall St. Rank hold MAYW as of Q3 2026.

NWF Advisory Services held 10,750 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $382K as of Q3 2026.
NWF Advisory Services left its AllianzIM U.S. Equity Buffer20 May ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 May ETF made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #264 holding.
NWF Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2023 and has held it in 13 quarters since.
NWF Advisory Services's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $637K in Q4 2023.
14 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.