Spire Wealth Management’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Spire Wealth Management’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	$1.21M	Sell	33,401 -5,044	-13%	-$180K	0.04%	351
2026 Q1	$1.31M	Sell	38,445 -7,025	-15%	-$242K	0.04%	341
2025 Q4	$1.56M	Sell	45,470 -14,287	-24%	-$484K	0.05%	308
2025 Q3	$2.01M	Sell	59,757 -12,652	-17%	-$418K	0.07%	234
2025 Q2	$2.36M	Sell	72,409 -29,134	-29%	-$912K	0.08%	203
2025 Q1	$3.15M	Buy	101,543 +83,011	+448%	+$2.6M	0.1%	186
2024 Q4	$575K	Buy	+18,532	New	+$572K	0.02%	516

Other funds holding MARW

CRWM

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

FFA

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's MARW Position: Q2 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 13% in Q2 2026, selling an estimated $180K and leaving 33,401 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #351.

Spire Wealth Management first reported a position in MARW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q1 2025. 9 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

Spire Wealth Management held 33,401 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.21M as of Q2 2026.
Spire Wealth Management sold 5,044 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $180K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #351 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $3.15M in Q1 2025.
9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.