Strategic Blueprint’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Strategic Blueprint’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
2025 Q2	–	Sell	-8,747	Closed	-$271K	–	716
2025 Q1	$271K	Sell	8,747 -12,442	-59%	-$390K	0.01%	567
2024 Q4	$658K	Sell	21,189 -3,504	-14%	-$108K	0.04%	353
2024 Q3	$752K	Sell	24,693 -938	-4%	-$28K	0.05%	310
2024 Q2	$756K	Sell	25,631 -70	-0.3%	-$2.02K	0.05%	288
2024 Q1	$738K	Buy	25,701 +8,600	+50%	+$243K	0.05%	300
2023 Q4	$478K	Sell	17,101 -8	-0%	-$217	0.04%	362
2023 Q3	$454K	Sell	17,109 -400	-2%	-$10.7K	0.04%	343
2023 Q2	$466K	Buy	17,509 +1,549	+10%	+$40.1K	0.04%	338
2023 Q1	$407K	Buy	+15,960	New	+$400K	0.04%	340

Other funds holding MARW

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCM

Fortis Capital Management Bellevue, Washington $894M AUM 22.3% 1-Year Est. Return

SWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Strategic Blueprint's MARW Position: Q2 2025 in Review

Strategic Blueprint sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2025, closing a stake of 8,747 shares — an estimated $271K sold.

Strategic Blueprint first reported a position in MARW in Q1 2023 and held it in 9 quarters. The position peaked at $756K in Q2 2024. 38 funds tracked by Wall St. Rank hold MARW as of Q2 2025.

Strategic Blueprint reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2025 after selling out during the quarter.
Strategic Blueprint sold 8,747 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2025, an estimated $271K.
Strategic Blueprint first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2023 and held it in 9 quarters.
Strategic Blueprint's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $756K in Q2 2024.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2025.

Based on Strategic Blueprint's 13F filing for Q2 2025, filed 30 Jul 2025.