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
Q2 		$2.19M Sell
60,715
-486
-0.8% -$17.3K ﹤0.01% 3427
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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
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

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

Raymond James Financial reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 0.79% in Q2 2026, selling an estimated $17.3K and leaving 60,715 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

Raymond James Financial first reported a position in MARW in Q4 2024 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Raymond James Financial held 60,715 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $2.19M as of Q2 2026.
  • Raymond James Financial sold 486 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $17.3K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3427 holding.
  • Raymond James Financial first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q4 2024 and has held it in 7 quarters since.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

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