Osaic Holdings’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Osaic Holdings’s Portfolio MARW Stock Details MARW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.03M	Buy	176,917 +26,672	+18%	+$920K	0.01%	1229
2025 Q4	$5.16M	Sell	150,245 -26,668	-15%	-$903K	0.01%	1352
2025 Q3	$5.88M	Sell	176,913 -2,687	-1%	-$88.8K	0.01%	1352
2025 Q2	$5.84M	Sell	179,600 -74,822	-29%	-$2.34M	0.01%	1133
2025 Q1	$7.88M	Sell	254,422 -138,352	-35%	-$4.33M	0.02%	807
2024 Q4	$12.2M	Buy	392,774 +15,555	+4%	+$480K	0.03%	579
2024 Q3	$11.5M	Sell	377,219 -59,752	-14%	-$1.78M	0.03%	613
2024 Q2	$12.9M	Buy	436,971 +25,934	+6%	+$748K	0.03%	539
2024 Q1	$11.8M	Buy	411,037 +364,050	+775%	+$10.3M	0.03%	603
2023 Q4	$1.31M	Sell	46,987 -3,155	-6%	-$85.6K	﹤0.01%	2235
2023 Q3	$1.33M	Sell	50,142 -7,095	-12%	-$190K	﹤0.01%	2362
2023 Q2	$1.52M	Sell	57,237 -6,262	-10%	-$162K	﹤0.01%	2109
2023 Q1	$1.62M	Buy	+63,499	New	+$1.59M	﹤0.01%	2019

Other funds holding MARW

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return

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

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Osaic Holdings's MARW Position: Q1 2026 in Review

Osaic Holdings increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 18% in Q1 2026, buying an estimated $920K and bringing the position to 176,917 shares worth $6.03M. The position accounts for 0.01% of the portfolio, ranked #1229.

Osaic Holdings first reported a position in MARW in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.9M in Q2 2024. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

Osaic Holdings held 176,917 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $6.03M as of Q1 2026.
Osaic Holdings bought 26,672 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2026, an estimated $920K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1229 holding.
Osaic Holdings first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and has held it in 13 quarters since.
Osaic Holdings's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $12.9M in Q2 2024.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.