Mosley Wealth Management
AIOO icon

Mosley Wealth Management’s AllianzIM U.S. Equity Buffer100 Protection ETF AIOO Stock Holding History

Mosley Wealth 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 		$67K Buy
2,526
+638
+34% +$16.8K 0.02% 246
2026
Q2 		$49.7K Buy
1,888
+1,395
+283% +$36.4K 0.02% 253
2026
Q1 		$12.6K Buy
+493
New +$12.7K 0.01% 284

Other funds holding AIOO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 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

Mosley Wealth Management's AIOO Position: Q3 2026 in Review

Mosley Wealth Management increased its AllianzIM U.S. Equity Buffer100 Protection ETF (AIOO) stake by 34% in Q3 2026, buying an estimated $16.8K and bringing the position to 2,526 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #246.

Mosley Wealth Management first reported a position in AIOO in Q1 2026 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold AIOO as of Q3 2026.

  • Mosley Wealth Management held 2,526 shares of AllianzIM U.S. Equity Buffer100 Protection ETF worth $67K as of Q3 2026.
  • Mosley Wealth Management bought 638 AllianzIM U.S. Equity Buffer100 Protection ETF shares in Q3 2026, an estimated $16.8K.
  • AllianzIM U.S. Equity Buffer100 Protection ETF made up 0.02% of Mosley Wealth Management's portfolio in Q3 2026, its #246 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity Buffer100 Protection ETF in Q1 2026 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer100 Protection ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.