Advisor OS’s AllianzIM U.S. Equity Buffer100 Protection ETF AIOO Stock Holding History

Advisor OS’s Portfolio AIOO Stock Details AIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$832K	Buy	+31,498	New	+$832K	0.05%	221

Other funds holding AIOO

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Advisor OS's AIOO Position: Q3 2026 in Review

Advisor OS opened a new position in AllianzIM U.S. Equity Buffer100 Protection ETF (AIOO) in Q3 2026: 31,498 shares worth $832K. The stake represents 0.05% of the portfolio and ranks #221 among its holdings.

22 funds tracked by Wall St. Rank hold AIOO as of Q3 2026.

Advisor OS held 31,498 shares of AllianzIM U.S. Equity Buffer100 Protection ETF worth $832K as of Q3 2026.
AllianzIM U.S. Equity Buffer100 Protection ETF was a new Advisor OS position in Q3 2026.
AllianzIM U.S. Equity Buffer100 Protection ETF made up 0.05% of Advisor OS's portfolio in Q3 2026, its #221 holding.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer100 Protection ETF as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.