Key Capital Management’s AllianzIM U.S. Equity Buffer100 Protection ETF AIOO Stock Holding History

Key Capital Management’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	$483K	Sell	18,267 -2,126	-10%	-$56.1K	0.18%	82
2026 Q2	$537K	Buy	20,393 +1,402	+7%	+$36.6K	0.28%	45
2026 Q1	$488K	Buy	18,991 +2,414	+15%	+$62.2K	0.32%	45
2025 Q4	$426K	Buy	+16,577	New	+$425K	0.42%	42

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

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 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

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

Key Capital Management's AIOO Position: Q3 2026 in Review

Key Capital Management reduced its AllianzIM U.S. Equity Buffer100 Protection ETF (AIOO) stake by 10% in Q3 2026, selling an estimated $56.1K and leaving 18,267 shares worth $483K. The position accounts for 0.18% of the portfolio, ranked #82.

Key Capital Management first reported a position in AIOO in Q4 2025 and has held it in 4 quarters since. The position peaked at $537K in Q2 2026. 22 funds tracked by Wall St. Rank hold AIOO as of Q3 2026.

Key Capital Management held 18,267 shares of AllianzIM U.S. Equity Buffer100 Protection ETF worth $483K as of Q3 2026.
Key Capital Management sold 2,126 AllianzIM U.S. Equity Buffer100 Protection ETF shares in Q3 2026, an estimated $56.1K.
AllianzIM U.S. Equity Buffer100 Protection ETF made up 0.18% of Key Capital Management's portfolio in Q3 2026, its #82 holding.
Key Capital Management first reported a position in AllianzIM U.S. Equity Buffer100 Protection ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's AllianzIM U.S. Equity Buffer100 Protection ETF position peaked at $537K in Q2 2026.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer100 Protection ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.