Osaic Holdings
MARW icon

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
Q2 		$6.89M Buy
190,706
+13,789
+8% +$491K 0.01% 1291
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
WW
Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings's MARW Position: Q2 2026 in Review

Osaic Holdings increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 7.8% in Q2 2026, buying an estimated $491K and bringing the position to 190,706 shares worth $6.89M. The position accounts for 0.01% of the portfolio, ranked #1291.

Osaic Holdings first reported a position in MARW in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.9M in Q2 2024. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Osaic Holdings held 190,706 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $6.89M as of Q2 2026.
  • Osaic Holdings bought 13,789 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $491K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1291 holding.
  • Osaic Holdings first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and has held it in 14 quarters since.
  • Osaic Holdings's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $12.9M in Q2 2024.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.