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Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Richard W. Paul & Associates’s Portfolio MAYW Stock Details MAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$129 – 542
2023
Q2 		$129 Buy
+5
New +$126 ﹤0.01% 524

Other funds holding MAYW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Richard W. Paul & Associates's MAYW Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 May ETF (MAYW) in Q3 2023, closing a stake of 5 shares — an estimated $129 sold.

Richard W. Paul & Associates first reported a position in MAYW in Q2 2023 and held it in 1 quarter. The position peaked at $129 in Q2 2023. 26 funds tracked by Wall St. Rank hold MAYW as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 May ETF position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 5 AllianzIM U.S. Equity Buffer20 May ETF shares in Q3 2023, an estimated $129.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q2 2023 and held it in 1 quarter.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $129 in Q2 2023.
  • 26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.