We are live on ! Find out more
DECW icon

AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LifeWealth Investments
Florida
$250K -$2.5M -74,691 -91%
MAWAG
52
Mid-American Wealth Advisory Group
Missouri
$242K -$127K -3,790 -35%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$232K – – –
TC
54
TAGStone Capital
North Carolina
$232K +$229K +6,841 New
CRWM
55
Castle Rock Wealth Management
California
$229K +$7.93K +237 +4%
Concurrent Investment Advisors
56
Concurrent Investment Advisors
Florida
$228K +$225K +6,719 New
Old Mission Capital
57
Old Mission Capital
Illinois
$220K -$935K -27,934 -81%
AFG
58
Allegheny Financial Group
Pennsylvania
$200K +$197K +5,894 New
KFG
59
Kingdom Financial Group
Arizona
$176K -$519K -15,496 -75%
Allianz
60
Allianz
Germany
$170K +$167K +5,000 New
Q1WB
61
Quest 10 Wealth Builders
Virginia
$163K -$405K -12,092 -72%
AW
62
Ankerstar Wealth
Texas
$123K +$121K +3,611 New
CFD
63
Creative Financial Designs
Indiana
$118K -$66.3K -1,982 -36%
GM
64
GeoWealth Management
Illinois
$72.4K – – –
IFP Advisors
65
IFP Advisors
Florida
$68.8K +$6.53K +195 +11%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$39K +$38.1K +1,138 New
DFA
67
DHJJ Financial Advisors
Illinois
$37.5K – – –
ECA
68
Elevated Capital Advisors
Utah
$33.9K +$33.5K +1,000 New
EverSource Wealth Advisors
69
EverSource Wealth Advisors
Alabama
$29K -$4.52K -135 -14%
NS
70
NBC Securities
Alabama
$27.2K – – –
KCM
71
Key Capital Management
Tennessee
$26.7K +$26.4K +788 New
DRP
72
Decker Retirement Planning
Utah
$22.2K -$53.1K -1,586 -71%
Geneos Wealth Management
73
Geneos Wealth Management
Colorado
$18.2K -$9.3K -278 -34%
AssetMark Inc
74
AssetMark Inc
California
$4.41K +$4.35K +130 New
BOSSRA
75
B.O.S.S. Retirement Advisors
Utah
– -$7.21M -218,565 Closed