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MAYW — ALLIANZIM US EQ BUFFER20 MAY

Reported value held$721.77K
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)1
Institutional value$362.04K · 10.43K sh
New / Add / Cut / Exit1 / 0 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +2264.2% (+9.98K sh)
Institutional value change Up +2329.3%

As of Q2 2026, 1 SEC-registered investment managers reported holding MAYW (ALLIANZIM US EQ BUFFER20 MAY) in their latest 13F filings, with a combined reported value of $362.04K across 10.43K shares. That is +2264.2% by share count (+9.98K shares) versus the previous quarter, while reported value moved +2329.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 10.43K $362.04K 0.00% New

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 441 $14.90K 0.00% Add

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 156 $5.23K 0.00% Reduce

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 1.25K $41.19K 0.00% New

Q1 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 568 $17.40K 0.00% Reduce

Q4 2024 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 10.86K $330.56K 0.00% New
UBS Group AG history 2.71K $82.37K 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
JPMorgan Chase & Co 10.43K — — — — — — — — — — —
UBS Group AG — 441 156 1.25K 568 2.71K 7.60K 2.37K 3.90K 4.05K 60 —
Citadel Advisors — — — — — 10.86K — — 16.08K 12.05K — 20.64K
Bank of America Corp — — — — — — — — — — 555 —

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