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AllianzIM U.S. Equity Buffer20 Apr ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$55.9M +$2.31M +75,990 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.7M +$7.75M +254,967 +36%
Osaic Holdings
3
Osaic Holdings
Arizona
$18.1M +$10.7M +352,011 +153%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$16.7M +$4.54M +149,453 +39%
LAS
5
Lloyd Advisory Services
Georgia
$13.6M +$13.3M +437,315 New
CF
6
Centaurus Financial
California
$7.31M +$3.81M +125,499 +115%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.18M +$2.19M +72,088 +45%
RJA
8
Raymond James & Associates
Florida
$6.59M +$6.41K +211 +0.1%
KAS
9
Kestra Advisory Services
Texas
$5.25M +$3.24M +106,665 +172%
OWA
10
Outlook Wealth Advisors
Texas
$4M +$144K +4,731 +3%
CAC
11
Certified Advisory Corp
Florida
$3.76M +$838K +27,597 +30%
AWS
12
Atria Wealth Solutions
New York
$3.65M +$2.94M +96,670 +471%
SB
13
Strategic Blueprint
Georgia
$2.52M +$179K +5,883 +8%
GLR
14
Great Lakes Retirement
Ohio
$2.16M -$214K -7,044 -9%
HI
15
Harbour Investments
Wisconsin
$1.96M +$1.92M +63,044 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.95M +$1.03M +33,821 +118%
SWM
17
Spire Wealth Management
Virginia
$1.88M +$1.84M +60,476 New
AFS
18
Access Financial Services
Minnesota
$1.68M +$1.32M +43,520 +414%
AAS
19
Avantax Advisory Services
Texas
$1.65M +$1.18M +38,681 +272%
ECA
20
Elevated Capital Advisors
Utah
$1.58M +$1.54M +50,658 New
JP Morgan Chase
21
JP Morgan Chase
New York
$1.31M +$1.28M +42,157 New
MML Investors Services
22
MML Investors Services
Massachusetts
$1.21M -$112K -3,693 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.2M +$1.13M +37,031 +2,499%
IFG
24
Independent Financial Group
California
$1.13M +$24.5K +807 +2%
ETIA
25
Epic Trust Investment Advisors
Washington
$1.13M -$59.6K -1,961 -5%