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AllianzIM U.S. Equity Buffer20 Apr ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$741K -$445K -13,486 -37%
JSA
27
Jim Saulnier & Associates
Colorado
$729K +$134K +4,068 +22%
ECA
28
Elevated Capital Advisors
Utah
$693K -$29.5K -893 -4%
AWM
29
Accurate Wealth Management
Florida
$676K -$66 -2 -0%
GLR
30
Great Lakes Retirement
Ohio
$622K +$640K +19,382 New
NFG
31
Nations Financial Group
Iowa
$621K -$243K -7,374 -28%
LIWM
32
Long Island Wealth Management
New York
$557K – – –
FFA
33
Farther Finance Advisors
California
$543K – – –
AAS
34
Avantax Advisory Services
Texas
$538K +$95.3K +2,887 +21%
MSFS
35
Main Street Financial Solutions
Pennsylvania
$411K – – –
PA
36
PFG Advisors
Arizona
$367K – – –
FHC
37
First Heartland Consultants
Missouri
$333K -$119K -3,619 -26%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$294K -$50.2K -1,520 -14%
FIA
39
Foundations Investment Advisors
Arizona
$281K -$3.46K -105 -1%
SL
40
Sentinus LLC
Illinois
$219K – – –
UBS Group
41
UBS Group
Switzerland
$214K +$199K +6,037 +942%
IA
42
IFP Advisors
Florida
$213K – – –
CFD
43
Creative Financial Designs
Indiana
$211K -$20.9K -632 -9%
WG
44
Wealth Group
North Carolina
$208K – – –
DFA
45
DHJJ Financial Advisors
Illinois
$205K -$88.8K -2,690 -30%
JPLA
46
Joseph P. Lucia & Associates
New York
$202K – – –
AIMU
47
Allianz Investment Management US
Minnesota
$126K – – –
AF
48
Advisornet Financial
Minnesota
$121K – – –
Bank of America
49
Bank of America
North Carolina
$116K – – –
Barclays
50
Barclays
United Kingdom
$115K +$119K +3,595 New