Spire Wealth Management’s AllianzIM U.S. Equity Buffer20 May ETF MAYW Stock Holding History

Spire Wealth Management’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
2026 Q3	$1.88M	Sell	52,773 -4,187	-7%	-$147K	0.06%	279
2026 Q2	$1.98M	Buy	56,960 +34,983	+159%	+$1.21M	0.06%	278
2026 Q1	$743K	Sell	21,977 -5,100	-19%	-$172K	0.03%	442
2025 Q4	$908K	Sell	27,077 -14,186	-34%	-$471K	0.03%	406
2025 Q3	$1.36M	Sell	41,263 -7,315	-15%	-$238K	0.05%	322
2025 Q2	$1.56M	Buy	48,578 +40,912	+534%	+$1.27M	0.06%	278
2025 Q1	$235K	Sell	7,666 -9,996	-57%	-$308K	0.01%	785
2024 Q4	$537K	Buy	+17,662	New	+$536K	0.02%	535

Other funds holding MAYW

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Spire Wealth Management's MAYW Position: Q3 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) stake by 7.4% in Q3 2026, selling an estimated $147K and leaving 52,773 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #279.

Spire Wealth Management first reported a position in MAYW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q2 2026. 57 funds tracked by Wall St. Rank hold MAYW as of Q3 2026.

Spire Wealth Management held 52,773 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $1.88M as of Q3 2026.
Spire Wealth Management sold 4,187 AllianzIM U.S. Equity Buffer20 May ETF shares in Q3 2026, an estimated $147K.
AllianzIM U.S. Equity Buffer20 May ETF made up 0.06% of Spire Wealth Management's portfolio in Q3 2026, its #279 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q4 2024 and has held it in 8 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 May ETF position peaked at $1.98M in Q2 2026.
57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.