IWMO
AIOO

Integrated Wealth Management (Ohio)’s AllianzIM U.S. Equity Buffer100 Protection ETF AIOO Stock Holding History

Integrated Wealth Management (Ohio)’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
Q2 		$562K Sell
21,366
-2,160
-9% -$56.4K 0.59% 46
2026
Q1 		$605K Sell
23,526
-599
-2% -$15.4K 0.69% 47
2025
Q4 		$620K Buy
+24,125
New +$619K 0.7% 44

Other funds holding AIOO

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s AIOO Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its AllianzIM U.S. Equity Buffer100 Protection ETF (AIOO) stake by 9.2% in Q2 2026, selling an estimated $56.4K and leaving 21,366 shares worth $562K. The position accounts for 0.59% of the portfolio, ranked #46.

Integrated Wealth Management (Ohio) first reported a position in AIOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $620K in Q4 2025. 34 funds tracked by Wall St. Rank hold AIOO as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 21,366 shares of AllianzIM U.S. Equity Buffer100 Protection ETF worth $562K as of Q2 2026.
  • Integrated Wealth Management (Ohio) sold 2,160 AllianzIM U.S. Equity Buffer100 Protection ETF shares in Q2 2026, an estimated $56.4K.
  • AllianzIM U.S. Equity Buffer100 Protection ETF made up 0.59% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #46 holding.
  • Integrated Wealth Management (Ohio) first reported a position in AllianzIM U.S. Equity Buffer100 Protection ETF in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Management (Ohio)'s AllianzIM U.S. Equity Buffer100 Protection ETF position peaked at $620K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer100 Protection ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.