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
AWM
1
AE Wealth Management
Kansas
$28.1M +$28.3M +1,151,817 New
KAS
2
Kestra Advisory Services
Texas
$10.8M +$10.9M +442,376 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.74M +$9.82M +398,991 New
Osaic Holdings
4
Osaic Holdings
Arizona
$9.5M +$9.58M +389,132 New
AIMU
5
Allianz Investment Management US
Minnesota
$4.86M +$4.91M +199,362 New
LAS
6
Lloyd Advisory Services
Georgia
$4.78M +$4.82M +195,964 New
W
7
Wealthquest
Ohio
$3.32M +$3.34M +135,905 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.07M +$2.09M +84,985 New
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$1.31M +$1.32M +53,545 New
WP
10
WealthPLAN Partners
Nebraska
$935K +$902K +36,640 New
WIM
11
WealthPlan Investment Management
Nebraska
$934K +$902K +36,640 New
IFG
12
Independent Financial Group
California
$825K +$832K +33,810 New
OWA
13
Outlook Wealth Advisors
Texas
$631K +$636K +25,844 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$558K +$563K +22,876 New
FHC
15
First Heartland Consultants
Missouri
$458K +$462K +18,760 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$451K +$455K +18,483 New
IA
17
IFP Advisors
Florida
$416K +$409K +16,603 New
SB
18
Strategic Blueprint
Georgia
$376K +$379K +15,385 New
Jane Street
19
Jane Street
New York
$358K +$361K +14,668 New
JP Morgan Chase
20
JP Morgan Chase
New York
$305K +$308K +12,510 New
CFD
21
Creative Financial Designs
Indiana
$79.3K +$80K +3,250 New
HI
22
Harbour Investments
Wisconsin
$44.4K +$44.7K +1,818 New
UBS Group
23
UBS Group
Switzerland
$7.47K +$7.53K +306 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1K +$812 +33 New
RWPA
25
Richard W. Paul & Associates
Michigan
$610 +$615 +25 New