Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024 Q4	$48K	Hold	1,446	–	–	0.01%	254
2024 Q3	$47K	Hold	1,446	–	–	0.01%	255
2024 Q2	$45.4K	Hold	1,446	–	–	0.01%	247
2024 Q1	$42.6K	Hold	1,446	–	–	0.01%	257
2023 Q4	$40.5K	Hold	1,446	–	–	0.02%	232
2023 Q3	$37.3K	Hold	1,446	–	–	0.01%	275
2023 Q2	$38K	Buy	+1,446	New	+$36.7K	0.01%	283

Other funds holding MAYT

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

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

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

OMC

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

AWM

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MAYT Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) position steady in Q4 2024 at 1,446 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #254.

Oliver Lagore Vanvalin Investment Group first reported a position in MAYT in Q2 2023 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold MAYT as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 1,446 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $48K as of Q4 2024.
Oliver Lagore Vanvalin Investment Group left its AllianzIM U.S. Equity Buffer10 May ETF share count unchanged in Q4 2024.
AllianzIM U.S. Equity Buffer10 May ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #254 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2023 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.