Sagespring Wealth Partners’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Sagespring Wealth Partners’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	$239K	Sell	6,632 -97	-1%	-$3.45K	﹤0.01%	769
2026 Q1	$229K	Hold	6,729	–	–	﹤0.01%	743
2025 Q4	$231K	Hold	6,729	–	–	﹤0.01%	712
2025 Q3	$226K	Sell	6,729 -6,038	-47%	-$200K	﹤0.01%	695
2025 Q2	$415K	Hold	12,767	–	–	0.01%	484
2025 Q1	$396K	Buy	+12,767	New	+$400K	0.01%	448

Other funds holding MARW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sagespring Wealth Partners's MARW Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 1.4% in Q2 2026, selling an estimated $3.45K and leaving 6,632 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Sagespring Wealth Partners first reported a position in MARW in Q1 2025 and has held it in 6 quarters since. The position peaked at $415K in Q2 2025. 34 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

Sagespring Wealth Partners held 6,632 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $239K as of Q2 2026.
Sagespring Wealth Partners sold 97 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $3.45K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #769 holding.
Sagespring Wealth Partners first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2025 and has held it in 6 quarters since.
Sagespring Wealth Partners's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $415K in Q2 2025.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.