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AllianzIM U.S. Equity Buffer20 Apr ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$196K +$168K +5,351 +752%
FNWA
52
Financial Network Wealth Advisors
Utah
$152K -$17.5K -555 -11%
AIMU
53
Allianz Investment Management US
Minnesota
$129K
AF
54
Advisornet Financial
Minnesota
$122K
Bank of America
55
Bank of America
North Carolina
$116K -$12.6K -400 -10%
SCA
56
Stuart Chaussee & Associates
California
$70.9K
PWMG
57
Prestige Wealth Management Group
New Jersey
$46.8K
AWM
58
Aspire Wealth Management
Massachusetts
$29.6K +$28.9K +917 New
SPIA
59
Steward Partners Investment Advisory
New York
$23.7K
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$22K
CAS
61
Coppell Advisory Solutions
Texas
$13.6K
EWA
62
EverSource Wealth Advisors
Alabama
$12.3K +$12K +380 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1K
GM
64
GeoWealth Management
Illinois
$677 -$385K -12,231 -100%
OLVIG
65
Oliver Lagore Vanvalin Investment Group
Michigan
$193
OWA
66
Outlook Wealth Advisors
Texas
-$4M -162,990 Closed
GLR
67
Great Lakes Retirement
Ohio
-$2.16M -69,438 Closed
AFS
68
Access Financial Services
Minnesota
-$1.68M -54,020 Closed
CAG
69
Csenge Advisory Group
Florida
-$581K -18,652 Closed
KFG
70
Kingdom Financial Group
Arizona
-$395K -12,694 Closed
KCM
71
Kaye Capital Management
California
-$314K -10,087 Closed
BOSSRA
72
B.O.S.S. Retirement Advisors
Utah
-$310K -9,967 Closed
PA
73
Pineridge Advisors
Missouri
-$39.6K -1,272 Closed
RWPA
74
Richard W. Paul & Associates
Michigan
-$4.36K -140 Closed