Kestra Private Wealth Services
AIOO icon

Kestra Private Wealth Services’s AllianzIM U.S. Equity Buffer100 Protection ETF AIOO Stock Holding History

Kestra Private Wealth Services’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 		$558K Buy
21,120
+13,322
+171% +$352K 0.01% 1178
2026
Q2 		$205K Buy
+7,798
New +$204K ﹤0.01% 1692

Other funds holding AIOO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Kestra Private Wealth Services's AIOO Position: Q3 2026 in Review

Kestra Private Wealth Services increased its AllianzIM U.S. Equity Buffer100 Protection ETF (AIOO) stake by 171% in Q3 2026, buying an estimated $352K and bringing the position to 21,120 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #1178.

Kestra Private Wealth Services first reported a position in AIOO in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold AIOO as of Q3 2026.

  • Kestra Private Wealth Services held 21,120 shares of AllianzIM U.S. Equity Buffer100 Protection ETF worth $558K as of Q3 2026.
  • Kestra Private Wealth Services bought 13,322 AllianzIM U.S. Equity Buffer100 Protection ETF shares in Q3 2026, an estimated $352K.
  • AllianzIM U.S. Equity Buffer100 Protection ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1178 holding.
  • Kestra Private Wealth Services first reported a position in AllianzIM U.S. Equity Buffer100 Protection ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer100 Protection ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.