TAGStone Capital’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

TAGStone Capital’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	$273K	Buy	7,554 +485	+7%	+$17.3K	0.09%	123
2026 Q1	$241K	Hold	7,069	–	–	0.09%	126
2025 Q4	$243K	Hold	7,069	–	–	0.09%	104
2025 Q3	$238K	Hold	7,069	–	–	0.09%	104
2025 Q2	$233K	Buy	7,069 +480	+7%	+$15K	0.1%	105
2025 Q1	$204K	Buy	+6,589	New	+$206K	0.1%	95

Other funds holding MARW

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTEA

Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM

Westshore Wealth Newport Beach, California $322M AUM 24.46% 1-Year Est. Return

TAGStone Capital's MARW Position: Q2 2026 in Review

TAGStone Capital increased its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 6.9% in Q2 2026, buying an estimated $17.3K and bringing the position to 7,554 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #123.

TAGStone Capital first reported a position in MARW in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

TAGStone Capital held 7,554 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $273K as of Q2 2026.
TAGStone Capital bought 485 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $17.3K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.09% of TAGStone Capital's portfolio in Q2 2026, its #123 holding.
TAGStone Capital first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2025 and has held it in 6 quarters since.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.