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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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 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
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

TAGStone Capital's MARW Position: Q1 2026 in Review

TAGStone Capital held its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) position steady in Q1 2026 at 7,069 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #126.

TAGStone Capital first reported a position in MARW in Q1 2025 and has held it in 5 quarters since. The position peaked at $243K in Q4 2025. 40 funds tracked by Wall St. Rank hold MARW as of Q1 2026.

  • TAGStone Capital held 7,069 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $241K as of Q1 2026.
  • TAGStone Capital left its AllianzIM U.S. Equity Buffer20 Mar ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.09% of TAGStone Capital's portfolio in Q1 2026, its #126 holding.
  • TAGStone Capital first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2025 and has held it in 5 quarters since.
  • TAGStone Capital's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $243K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.