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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$338K -$323K -10,670 -50%
BCM
52
Brookstone Capital Management
Illinois
$334K +$321K +10,581 New
OMC
53
Old Mission Capital
Illinois
$330K +$317K +10,441 New
JPLA
54
Joseph P. Lucia & Associates
New York
$293K +$25K +825 +10%
JSA
55
Jim Saulnier & Associates
Colorado
$289K
IFG
56
Independent Financial Group
California
$241K +$26.1K +862 +13%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$216K
CRWM
58
Castle Rock Wealth Management
California
$208K +$197K +6,492 New
SB
59
Strategic Blueprint
Georgia
$206K -$16.2K -535 -8%
AWM
60
Accurate Wealth Management
Florida
$202K -$25.9K -854 -12%
CFD
61
Creative Financial Designs
Indiana
$171K -$24K -793 -13%
T
62
Transce3nd
Texas
$159K -$2.33K -77 -2%
AIMU
63
Allianz Investment Management US
Minnesota
$158K
IA
64
IFP Advisors
Florida
$54.7K +$14.7K +485 +39%
UBS Group
65
UBS Group
Switzerland
$50.2K -$260K -8,566 -84%
DRP
66
Decker Retirement Planning
Utah
$48.8K +$27.7K +913 +145%
DFA
67
DHJJ Financial Advisors
Illinois
$34.9K -$1.06K -35 -3%
EWA
68
EverSource Wealth Advisors
Alabama
$31.2K
NS
69
NBC Securities
Alabama
$25K
RWPA
70
Richard W. Paul & Associates
Michigan
$6.95K -$121 -4 -2%
Barclays
71
Barclays
United Kingdom
$6.13K +$5.88K +194 New
GRP
72
Global Retirement Partners
California
$6.07K +$5.82K +192 New
PA
73
Pineridge Advisors
Missouri
$4.87K -$32.3K -1,064 -87%
MAWAG
74
Mid-American Wealth Advisory Group
Missouri
$3.67K +$3.52K +116 New
CAWM
75
Capital A Wealth Management
Pennsylvania
$284 -$52.7K -1,739 -99%