SB
MARW icon

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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FCM
Fortis Capital Management Bellevue, Washington $748M AUM 17.17% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return