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AllianzIM U.S. Equity Buffer20 Apr ETF

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