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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
$46.7K +$18.3K +555 +62%
PWMG
52
Prestige Wealth Management Group
New Jersey
$46.5K – – –
LRWM
53
Lord & Richards Wealth Management
Colorado
$27K +$27.8K +842 New
Steward Partners Investment Advisory
54
Steward Partners Investment Advisory
New York
$23.6K – – –
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$21.9K – – –
PSFG
56
Park Square Financial Group
Georgia
$6.8K +$7K +212 New
T
57
Transce3nd
Texas
$2.92K +$3K +91 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CAWM
59
Capital A Wealth Management
Pennsylvania
$321 +$330 +10 New
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
– -$475K -14,473 Closed
Sagespring Wealth Partners
61
Sagespring Wealth Partners
Tennessee
– -$328K -9,989 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$293K -8,917 Closed
GFG
63
Grantvest Financial Group
New Jersey
– -$201K -6,113 Closed
SMAM
64
Sugar Maple Asset Management
Wisconsin
– -$187K -5,709 Closed
JP Morgan Chase
65
JP Morgan Chase
New York
– -$141K -4,290 Closed
SCA
66
Stuart Chaussee & Associates
California
– -$72.2K -2,200 Closed
CAS
67
Coppell Advisory Solutions
Texas
– -$13.9K -424 Closed
EverSource Wealth Advisors
68
EverSource Wealth Advisors
Alabama
– -$2.63K -80 Closed
GM
69
GeoWealth Management
Illinois
– -$689 -21 Closed