Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

Advus Financial Partners, LLC’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	$393K	Sell	10,887 -2,128	-16%	-$75.8K	0.09%	158
2026 Q1	$444K	Buy	13,015 +645	+5%	+$22.2K	0.11%	135
2025 Q4	$425K	Hold	12,370	–	–	0.1%	139
2025 Q3	$416K	Sell	12,370 -532	-4%	-$17.6K	0.1%	147
2025 Q2	$420K	Sell	12,902 -481	-4%	-$15.1K	0.11%	135
2025 Q1	$415K	Buy	13,383 +2,711	+25%	+$84.9K	0.12%	121
2024 Q4	$331K	Sell	10,672 -130	-1%	-$4.01K	0.09%	151
2024 Q3	$329K	Hold	10,802	–	–	0.09%	146
2024 Q2	$319K	Hold	10,802	–	–	0.1%	133
2024 Q1	$310K	Buy	+10,802	New	+$305K	0.1%	140

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

KAS

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

Advus Financial Partners, LLC's MARW Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) stake by 16% in Q2 2026, selling an estimated $75.8K and leaving 10,887 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #158.

Advus Financial Partners, LLC first reported a position in MARW in Q1 2024 and has held it in 10 quarters since. The position peaked at $444K in Q1 2026. 49 funds tracked by Wall St. Rank hold MARW as of Q2 2026.

Advus Financial Partners, LLC held 10,887 shares of AllianzIM U.S. Equity Buffer20 Mar ETF worth $393K as of Q2 2026.
Advus Financial Partners, LLC sold 2,128 AllianzIM U.S. Equity Buffer20 Mar ETF shares in Q2 2026, an estimated $75.8K.
AllianzIM U.S. Equity Buffer20 Mar ETF made up 0.09% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #158 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF in Q1 2024 and has held it in 10 quarters since.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Mar ETF position peaked at $444K in Q1 2026.
49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Mar ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.