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RIA Advisory Group’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

RIA Advisory Group’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
2023
Q4 		– Sell
-9,375
Closed -$249K – 155
2023
Q3 		$249K Sell
9,375
-189
-2% -$5.05K 0.11% 99
2023
Q2 		$254K Sell
9,564
-236
-2% -$6.11K 0.11% 95
2023
Q1 		$250K Buy
+9,800
New +$246K 0.12% 94

Other funds holding MARW

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

RIA Advisory Group's MARW Position: Q4 2023 in Review

RIA Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q4 2023, closing a stake of 9,375 shares — an estimated $249K sold.

RIA Advisory Group first reported a position in MARW in Q1 2023 and held it in 3 quarters. The position peaked at $254K in Q2 2023. 12 funds tracked by Wall St. Rank hold MARW as of Q4 2023.

  • RIA Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q4 2023 after selling out during the quarter.
  • RIA Advisory Group sold 9,375 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q4 2023, an estimated $249K.
  • RIA Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and held it in 3 quarters.
  • RIA Advisory Group's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $254K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q4 2023.

Based on RIA Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.