Raymond James Financial’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Raymond James Financial’s Portfolio MART Stock Details MART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$780K	Sell	18,608 -59	-0.3%	-$2.42K	﹤0.01%	4177
2026 Q1	$716K	Buy	18,667 +10,989	+143%	+$428K	﹤0.01%	4096
2025 Q4	$297K	Buy	+7,678	New	+$292K	﹤0.01%	4577
2025 Q3	–	Sell	-5,065	Closed	-$182K	–	5989
2025 Q2	$182K	Buy	+5,065	New	+$172K	﹤0.01%	4560

Other funds holding MART

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial's MART Position: Q2 2026 in Review

Raymond James Financial reduced its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 0.32% in Q2 2026, selling an estimated $2.42K and leaving 18,608 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #4177.

Raymond James Financial first reported a position in MART in Q2 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold MART as of Q2 2026.

Raymond James Financial held 18,608 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $780K as of Q2 2026.
Raymond James Financial sold 59 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2026, an estimated $2.42K.
AllianzIM U.S. Equity Buffer10 Mar ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4177 holding.
Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q2 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.