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AllianzIM U.S. Equity Buffer20 Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$32.6M +$3.1M +123,436 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$18.7M +$8.57M +341,838 +88%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.7M +$5.38M +214,660 +54%
KAS
4
Kestra Advisory Services
Texas
$14.8M +$3.46M +137,917 +31%
W
5
Wealthquest
Ohio
$5.83M +$2.32M +92,509 +68%
AIMU
6
Allianz Investment Management US
Minnesota
$4.83M -$251K -10,000 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.3M +$1.11M +44,268 +52%
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$1.38M +$10.6K +422 +0.8%
GLR
9
Great Lakes Retirement
Ohio
$1.07M +$1.05M +42,051 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.05M +$462K +18,404 +80%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.03M +$546K +21,776 +118%
WP
12
WealthPLAN Partners
Nebraska
$834K -$99.5K -3,968 -11%
OWA
13
Outlook Wealth Advisors
Texas
$635K -$24.5K -978 -4%
SB
14
Strategic Blueprint
Georgia
$617K +$220K +8,773 +57%
AWA
15
Authentikos Wealth Advisory
California
$519K +$533K +21,244 New
AWS
16
Atria Wealth Solutions
New York
$421K +$414K +16,500 New
FHC
17
First Heartland Consultants
Missouri
$389K -$88.5K -3,530 -19%
IFG
18
Independent Financial Group
California
$366K -$489K -19,490 -58%
CA
19
Cetera Advisors
Colorado
$357K +$351K +13,994 New
JP Morgan Chase
20
JP Morgan Chase
New York
$319K
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$298K +$293K +11,690 New
Citadel Advisors
22
Citadel Advisors
Florida
$283K +$278K +11,102 New
WIM
23
WealthPlan Investment Management
Nebraska
$105K -$816K -32,530 -89%
CFD
24
Creative Financial Designs
Indiana
$83K
HI
25
Harbour Investments
Wisconsin
$46.4K