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AllianzIM U.S. Equity Buffer10 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$48.8M +$74.5K +2,329 +0.1%
WIM
2
WealthPlan Investment Management
Nebraska
$7.98M +$8.23M +257,352 New
Osaic Holdings
3
Osaic Holdings
Arizona
$5.99M +$798K +24,930 +15%
WP
4
WealthPLAN Partners
Nebraska
$3.73M +$3.85M +120,162 New
FWM
5
FSR Wealth Management
Illinois
$3.38M -$36.2K -1,130 -1%
SW
6
SMART Wealth
Nebraska
$3.28M +$590K +18,425 +21%
FI
7
FWG Investments
Kentucky
$2.53M +$536K +16,755 +26%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.52M -$120K -3,753 -4%
Raymond James Financial
9
Raymond James Financial
Florida
$1.85M +$102K +3,178 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.62M +$419K +13,109 +33%
SB
11
Strategic Blueprint
Georgia
$1.39M -$6.34K -198 -0.4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$848K +$50.8K +1,586 +6%
Q1WB
13
Quest 10 Wealth Builders
Virginia
$781K +$27.6K +863 +4%
NF
14
Nvest Financial
New Hampshire
$756K -$2.82K -88 -0.4%
CAG
15
Csenge Advisory Group
Florida
$703K +$95.7K +2,991 +15%
FA
16
FSA Advisors
Michigan
$659K +$188K +5,872 +38%
LPL Financial
17
LPL Financial
California
$543K +$100K +3,125 +22%
AWS
18
Atria Wealth Solutions
New York
$532K +$44.8K +1,400 +9%
LI
19
LifeWealth Investments
Florida
$532K +$153K +4,786 +39%
HI
20
Harbour Investments
Wisconsin
$483K -$172K -5,367 -26%
SG
21
StoneX Group
New York
$457K
KCM
22
Kaye Capital Management
California
$456K +$470K +14,691 New
Citadel Advisors
23
Citadel Advisors
Florida
$450K +$465K +14,520 New
CF
24
Centaurus Financial
California
$329K
GSIAS
25
Garden State Investment Advisory Services
New Jersey
$316K