PA
MARW icon

PFG Advisors’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

PFG Advisors’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 		$1.04M Buy
30,533
+6,697
+28% +$231K 0.05% 373
2025
Q4 		$819K Hold
23,836
– – 0.04% 419
2025
Q3 		$801K Sell
23,836
-532
-2% -$17.6K 0.03% 436
2025
Q2 		$793K Sell
24,368
-366
-1% -$11.5K 0.04% 336
2025
Q1 		$766K Buy
24,734
+9,033
+58% +$283K 0.04% 380
2024
Q4 		$488K Sell
15,701
-1,316
-8% -$40.6K 0.03% 465
2024
Q3 		$518K Hold
17,017
– – 0.03% 430
2024
Q2 		$502K Hold
17,017
– – 0.03% 421
2024
Q1 		$489K Buy
+17,017
New +$481K 0.04% 390

Other funds holding MARW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return