APRW icon

AllianzIM U.S. Equity Buffer20 Apr ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$372K – – –
OMC
27
Old Mission Capital
Illinois
$327K +$318K +11,620 New
LNC
28
Lincoln National Corp
Pennsylvania
$298K +$290K +10,600 New
Citadel Advisors
29
Citadel Advisors
Florida
$283K +$276K +10,068 New
RW
30
RVW Wealth
California
$266K +$259K +9,472 New
WP
31
WealthPLAN Partners
Nebraska
$244K +$238K +8,694 New
PWMG
32
Prestige Wealth Management Group
New Jersey
$171K -$86.6K -3,160 -34%
AF
33
Advisornet Financial
Minnesota
$134K – – –
CFD
34
Creative Financial Designs
Indiana
$133K – – –
FFA
35
Farther Finance Advisors
California
$112K – – –
AIMU
36
Allianz Investment Management US
Minnesota
$112K – – –
IA
37
IFP Advisors
Florida
$112K -$384 -14 -0.4%
IPW
38
Impact Partnership Wealth
Georgia
$76.4K +$74.5K +2,718 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$42K – – –
WIM
40
WealthPlan Investment Management
Nebraska
$36.1K +$35.2K +1,286 New
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$30.3K +$29.6K +1,079 New
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$19.2K +$18.7K +682 New
BOSSRA
43
B.O.S.S. Retirement Advisors
Utah
– -$631K -23,361 Closed
GLR
44
Great Lakes Retirement
Ohio
– -$510K -18,868 Closed
AAS
45
Ameritas Advisory Services
Nebraska
– -$2.31K -85 Closed
KHC
46
Koesten Hirschmann & Crabtree
Kansas
– -$1.46K -54 Closed
RWPA
47
Richard W. Paul & Associates
Michigan
– -$270 -10 Closed
BAM
48
Belpointe Asset Management
Nevada
– -$189 -7 Closed