SMART Wealth
MAYT icon

SMART Wealth’s AllianzIM U.S. Equity Buffer10 May ETF MAYT Stock Holding History

SMART Wealth’s Portfolio MAYT Stock Details MAYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.93M Sell
98,486
-23,378
-19% -$925K 0.8% 32
2026
Q2 		$4.75M Buy
+121,864
New +$4.68M 1.02% 25

Other funds holding MAYT

Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return

SMART Wealth's MAYT Position: Q3 2026 in Review

SMART Wealth reduced its AllianzIM U.S. Equity Buffer10 May ETF (MAYT) stake by 19% in Q3 2026, selling an estimated $925K and leaving 98,486 shares worth $3.93M. The position accounts for 0.8% of the portfolio, ranked #32.

SMART Wealth first reported a position in MAYT in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.75M in Q2 2026. 30 funds tracked by Wall St. Rank hold MAYT as of Q3 2026.

  • SMART Wealth held 98,486 shares of AllianzIM U.S. Equity Buffer10 May ETF worth $3.93M as of Q3 2026.
  • SMART Wealth sold 23,378 AllianzIM U.S. Equity Buffer10 May ETF shares in Q3 2026, an estimated $925K.
  • AllianzIM U.S. Equity Buffer10 May ETF made up 0.8% of SMART Wealth's portfolio in Q3 2026, its #32 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer10 May ETF in Q2 2026 and has held it in 2 quarters since.
  • SMART Wealth's AllianzIM U.S. Equity Buffer10 May ETF position peaked at $4.75M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 May ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.