RWPA
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Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Richard W. Paul & Associates’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
2024
Q2 		– Sell
-115
Closed -$3.3K – 519
2024
Q1 		$3.3K Buy
+115
New +$3.25K ﹤0.01% 385

Other funds holding MARW

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Richard W. Paul & Associates's MARW Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2024, closing a stake of 115 shares — an estimated $3.3K sold.

Richard W. Paul & Associates first reported a position in MARW in Q1 2024 and held it in 1 quarter. The position peaked at $3.3K in Q1 2024. 45 funds tracked by Wall St. Rank hold MARW as of Q2 2024.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 115 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2024, an estimated $3.3K.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and held it in 1 quarter.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $3.3K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.