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AllianzIM U.S. Equity Buffer20 Apr ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
51
B.O.S.S. Retirement Advisors
Utah
$310K +$303K +9,967 New
FA
52
FSA Advisors
Michigan
$266K -$2.13K -70 -0.8%
SL
53
Sentinus LLC
Illinois
$222K +$216K +7,122 New
WG
54
Wealth Group
North Carolina
$201K +$196K +6,467 New
FNWA
55
Financial Network Wealth Advisors
Utah
$164K +$160K +5,269 New
CFD
56
Creative Financial Designs
Indiana
$147K
Bank of America
57
Bank of America
North Carolina
$124K -$15.2K -500 -11%
AIMU
58
Allianz Investment Management US
Minnesota
$124K
AF
59
Advisornet Financial
Minnesota
$117K
SCA
60
Stuart Chaussee & Associates
California
$68.5K
PWMG
61
Prestige Wealth Management Group
New Jersey
$45.1K -$141K -4,643 -76%
PA
62
Pineridge Advisors
Missouri
$39.6K -$3.19K -105 -8%
SPIA
63
Steward Partners Investment Advisory
New York
$22.9K +$22.4K +736 New
UBS Group
64
UBS Group
Switzerland
$22.2K +$21.6K +712 New
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$21.2K
CAS
66
Coppell Advisory Solutions
Texas
$13.2K +$12.9K +424 New
RWPA
67
Richard W. Paul & Associates
Michigan
$4.36K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.19K +39 New
OLVIG
69
Oliver Lagore Vanvalin Investment Group
Michigan
$187
AWA
70
Authentikos Wealth Advisory
California
-$1.5M -49,412 Closed
LNC
71
Lincoln National Corp
Pennsylvania
-$321K -10,600 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$301K -9,931 Closed
PIS
73
POM Investment Strategies
North Carolina
-$296K -9,777 Closed
W
74
Wealthquest
Ohio
-$236K -7,803 Closed