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Westshore Wealth’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Westshore Wealth’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 		$1.84M Sell
50,996
-19,679
-28% -$701K 0.57% 25
2026
Q1 		$2.41M Buy
+70,675
New +$2.44M 0.85% 21

Other funds holding MARW

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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $149M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Westshore Wealth's MARW Position: Q2 2026 in Review

Westshore Wealth reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 28% in Q2 2026, selling an estimated $701K and leaving 50,996 shares worth $1.84M. The position accounts for 0.57% of the portfolio, ranked #25.

Westshore Wealth first reported a position in MARW in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.41M in Q1 2026. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

  • Westshore Wealth held 50,996 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $1.84M as of Q2 2026.
  • Westshore Wealth sold 19,679 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $701K.
  • AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.57% of Westshore Wealth's portfolio in Q2 2026, its #25 holding.
  • Westshore Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2026 and has held it in 2 quarters since.
  • Westshore Wealth's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $2.41M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.