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icono de JULW

AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Diversify Advisory Services
26
Diversify Advisory Services
Utah
USD 1.39 M +USD 1.37 M +34,101 Nuevas
IFP Advisors
27
IFP Advisors
Florida
USD 1.29 M +USD 2.02 k +50 +0.2%
FTEA
28
Forty-three Eighteen Advisors
Arkansas
USD 1.14 M – – –
Focus Financial Network
29
Focus Financial Network
Minnesota
USD 1.12 M +USD 4.92 k +122 +0.4%
Cypress Wealth Services
30
Cypress Wealth Services
California
USD 1.1 M – – –
Harbour Investments
31
Harbour Investments
Wisconsin
USD 1.01 M -USD 62.1 k -1,540 -6%
Castle Rock Wealth Management
32
Castle Rock Wealth Management
California
USD 1 M – – –
Independent Financial Group
33
Independent Financial Group
California
USD 975 k +USD 22.4 k +557 +2%
BPI
34
BFC Planning, Inc.
Iowa
USD 971 k -USD 100 k -2,477 -9%
BFCFSI
35
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
USD 917 k -USD 154 k -3,822 -15%
Midwest Financial Network
36
Midwest Financial Network
Illinois
USD 887 k -USD 132 k -3,277 -13%
JPLA
37
Joseph P. Lucia & Associates
New York
USD 812 k +USD 88.6 k +2,200 +12%
AE Wealth Management
38
AE Wealth Management
Kansas
USD 756 k -USD 32.2 M -798,647 -98%
Nations Financial Group
39
Nations Financial Group
Iowa
USD 711 k +USD 33.9 k +841 +5%
Spire Wealth Management
40
Spire Wealth Management
Virginia
USD 653 k -USD 107 k -2,667 -14%
Grantvest Financial Group
41
Grantvest Financial Group
New Jersey
USD 624 k -USD 10.1 k -250 -2%
PFG Advisors
42
PFG Advisors
Arizona
USD 597 k +USD 4.92 k +122 +0.8%
ASG
43
Advisory Solutions Group
Minnesota
USD 521 k +USD 515 k +12,771 Nuevas
IFG Advisory
44
IFG Advisory
Georgia
USD 504 k +USD 497 k +12,338 Nuevas
AFP
45
Advus Financial Partners
Florida
USD 474 k +USD 468 k +11,612 Nuevas
Stirlingshire Investments
46
Stirlingshire Investments
New York
USD 417 k -USD 12.1 k -301 -3%
Summit Financial
47
Summit Financial
New Jersey
USD 399 k +USD 394 k +9,780 Nuevas
Elevation Wealth Management
48
Elevation Wealth Management
Minnesota
USD 391 k -USD 3.02 k -75 -0.8%
Merit Financial Group
49
Merit Financial Group
Georgia
USD 385 k – – –
HB Wealth Management
50
HB Wealth Management
Georgia
USD 382 k – – –
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