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AllianzIM U.S. Equity Buffer20 Apr ETF

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