MWM
AIOO

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
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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mosley Wealth Management's AIOO Position: Q2 2026 in Review

Mosley Wealth Management increased its AllianzIM U.S. Equity Buffer100 Protection ETF (AIOO) stake by 283% in Q2 2026, buying an estimated $36.4K and bringing the position to 1,888 shares worth $49.7K. The position accounts for 0.02% of the portfolio, ranked #253.

Mosley Wealth Management first reported a position in AIOO in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold AIOO as of Q2 2026.

  • Mosley Wealth Management held 1,888 shares of AllianzIM U.S. Equity Buffer100 Protection ETF worth $49.7K as of Q2 2026.
  • Mosley Wealth Management bought 1,395 AllianzIM U.S. Equity Buffer100 Protection ETF shares in Q2 2026, an estimated $36.4K.
  • AllianzIM U.S. Equity Buffer100 Protection ETF made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity Buffer100 Protection ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer100 Protection ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.