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AllianzIM U.S. Equity Buffer20 Feb ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$518K +$508K +17,898 New
Csenge Advisory Group
27
Csenge Advisory Group
Florida
$514K +$503K +17,740 New
LWA
28
Lantern Wealth Advisors
New York
$497K +$487K +17,154 New
Independent Financial Group
29
Independent Financial Group
California
$492K +$62.1K +2,187 +15%
KFG
30
Kingdom Financial Group
Arizona
$439K +$431K +15,176 New
Belpointe Asset Management
31
Belpointe Asset Management
Nevada
$401K – – –
WG
32
Wealth Group
North Carolina
$360K +$353K +12,449 New
PA
33
PFG Advisors
Arizona
$315K +$309K +10,876 New
GM
34
GeoWealth Management
Illinois
$313K +$307K +10,801 New
Focus Financial Network
35
Focus Financial Network
Minnesota
$302K +$301K +10,598 New
HA
36
Herold Advisors
New York
$283K +$277K +9,767 New
FA
37
FSA Advisors
Michigan
$240K +$236K +8,301 New
LPL Financial
38
LPL Financial
California
$232K -$6.53K -230 -3%
SRA
39
Secured Retirement Advisors
Minnesota
$229K +$225K +7,923 New
GFA
40
Gallagher Fiduciary Advisors
Illinois
$205K +$201K +7,075 New
AIMU
41
Allianz Investment Management US
Minnesota
$145K -$4.17M -147,041 -97%
IFP Advisors
42
IFP Advisors
Florida
$123K +$2.02K +71 +2%
CF
43
Centaurus Financial
California
$120K +$118K +4,159 New
NS
44
NBC Securities
Alabama
$112K -$5.67K -200 -5%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$83.8K – – –
CFD
46
Creative Financial Designs
Indiana
$69.5K +$11.4K +400 +20%
PA
47
Pineridge Advisors
Missouri
$65K +$63.7K +2,244 New
RWPA
48
Richard W. Paul & Associates
Michigan
$6.95K +$6.81K +240 New
JP Morgan Chase
49
JP Morgan Chase
New York
– -$985K -35,345 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$562K -20,189 Closed