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Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023
Q4 		– Sell
-424
Closed -$11.1K – 833
2023
Q3 		$10.9K Sell
424
-1,667
-80% -$43.3K ﹤0.01% 431
2023
Q2 		$54.1K Buy
+2,091
New +$52.9K 0.02% 244

Other funds holding MAYW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MAYW Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q4 2023, closing a stake of 424 shares — an estimated $11.1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in MAYW in Q2 2023 and held it in 2 quarters. The position peaked at $54.1K in Q2 2023. 25 funds tracked by Wall St. Rank hold MAYW as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining AllianzIM U.S. Equity Buffer20 May ETF position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 424 AllianzIM U.S. Equity Buffer20 May ETF shares in Q4 2023, an estimated $11.1K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $54.1K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.