Sax Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Sax Wealth Advisors’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 Q3	$210K	Buy	+5,685	New	+$208K	0.01%	688

Other funds holding MARW

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors's MARW Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q3 2026: 5,685 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #688 among its holdings.

7 funds tracked by Wall St. Rank hold MARW as of Q3 2026.

Sax Wealth Advisors held 5,685 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $210K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF was a new Sax Wealth Advisors position in Q3 2026.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #688 holding.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.