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AllianzIM U.S. Equity Buffer20 Aug ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$298K +$291K +10,987 New
AFG
27
Allegheny Financial Group
Pennsylvania
$268K – – –
Park Avenue Securities
28
Park Avenue Securities
New York
$237K – – –
IFP Advisors
29
IFP Advisors
Florida
$218K – – –
UBS Group
30
UBS Group
Switzerland
$48.9K +$47.7K +1,801 New
US Bancorp
31
US Bancorp
Minnesota
$27.2K +$7.97K +301 +43%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$27.1K – – –
CFD
33
Creative Financial Designs
Indiana
$27.1K – – –
NS
34
NBC Securities
Alabama
$11K – – –
SIS
35
Sound Income Strategies
Florida
$9.22K +$9.01K +340 New
PA
36
Pineridge Advisors
Missouri
$8.06K -$29K -1,094 -79%
LAS
37
Lloyd Advisory Services
Georgia
– -$8.46M -327,454 Closed
OWA
38
Outlook Wealth Advisors
Texas
– -$3.43M -132,558 Closed
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
– -$2.88M -111,346 Closed
GLR
40
Great Lakes Retirement
Ohio
– -$1.54M -59,599 Closed
AWA
41
Authentikos Wealth Advisory
California
– -$797K -30,822 Closed
Csenge Advisory Group
42
Csenge Advisory Group
Florida
– -$238K -9,189 Closed
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
– -$221K -8,555 Closed
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
– -$27K -1,046 Closed
TAM
45
Tucker Asset Management
Colorado
– -$27K -1,046 Closed
RWPA
46
Richard W. Paul & Associates
Michigan
– -$2.74K -106 Closed