VCM
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Virtue Capital Management’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Virtue Capital Management’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
-8,100
Closed -$251K – 398
2025
Q1 		$251K Buy
+8,100
New +$254K 0.03% 402

Other funds holding MARW

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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

Virtue Capital Management's MARW Position: Q2 2025 in Review

Virtue Capital Management sold out of AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) in Q2 2025, closing a stake of 8,100 shares — an estimated $251K sold.

Virtue Capital Management first reported a position in MARW in Q1 2025 and held it in 1 quarter. The position peaked at $251K in Q1 2025. 38 funds tracked by Wall St. Rank hold MARW as of Q2 2025.

  • Virtue Capital Management reported no remaining AllianzIM U.S. Equity Buffer20 Mar ETF position as of Q2 2025 after selling out during the quarter.
  • Virtue Capital Management sold 8,100 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2025, an estimated $251K.
  • Virtue Capital Management first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2025 and held it in 1 quarter.
  • Virtue Capital Management's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $251K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.