Raymond James Financial
MARW icon

Raymond James Financial’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Raymond James Financial’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 		$2.09M Buy
61,201
+8,262
+16% +$285K ﹤0.01% 3334
2025
Q4 		$1.82M Buy
52,939
+986
+2% +$33.4K ﹤0.01% 3348
2025
Q3 		$1.75M Buy
51,953
+1,703
+3% +$56.3K ﹤0.01% 3272
2025
Q2 		$1.63M Buy
50,250
+1,338
+3% +$41.9K ﹤0.01% 3246
2025
Q1 		$1.52M Buy
48,912
+9,481
+24% +$297K ﹤0.01% 3189
2024
Q4 		$1.22M Buy
+39,431
New +$1.22M ﹤0.01% 3312

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 $377B 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
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial's MARW Position: Q1 2026 in Review

Raymond James Financial increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 16% in Q1 2026, buying an estimated $285K and bringing the position to 61,201 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3334.

Raymond James Financial first reported a position in MARW in Q4 2024 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

  • Raymond James Financial held 61,201 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $2.09M as of Q1 2026.
  • Raymond James Financial bought 8,262 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q1 2026, an estimated $285K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3334 holding.
  • Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q4 2024 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.