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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
51
Quest 10 Wealth Builders
Virginia
$608K +$191K +5,680 +48%
SB
52
Strategic Blueprint
Georgia
$604K -$115K -3,427 -17%
KFG
53
Kingdom Financial Group
Arizona
$545K -$332K -9,880 -39%
Focus Financial Network
54
Focus Financial Network
Minnesota
$533K – – –
Park Avenue Securities
55
Park Avenue Securities
New York
$513K -$107K -3,194 -18%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$396K -$16.8K -500 -4%
Citadel Advisors
57
Citadel Advisors
Florida
$355K +$342K +10,174 New
Diversify Advisory Services
58
Diversify Advisory Services
Utah
$303K – – –
W
59
Wealthquest
Ohio
$296K -$44.4K -1,321 -14%
SL
60
Sentinus LLC
Illinois
$293K – – –
MC
61
Moors & Cabot
Massachusetts
$276K -$16.8K -500 -6%
Jane Street
62
Jane Street
New York
$208K -$588K -17,500 -75%
DFA
63
DHJJ Financial Advisors
Illinois
$207K -$13.5K -403 -6%
CreativeOne Wealth
64
CreativeOne Wealth
Kansas
$205K +$197K +5,870 New
NS
65
NBC Securities
Alabama
$202K – – –
CFD
66
Creative Financial Designs
Indiana
$169K +$3.46K +103 +2%
UBS Group
67
UBS Group
Switzerland
$160K +$154K +4,572 New
Farther Finance Advisors
68
Farther Finance Advisors
California
$144K – – –
T
69
Transce3nd
Texas
$142K -$403 -12 -0.3%
AIMU
70
Allianz Investment Management US
Minnesota
$87.3K – – –
Comerica Bank
71
Comerica Bank
Texas
$74.7K – – –
JP Morgan Chase
72
JP Morgan Chase
New York
$65.6K +$29.8K +887 +89%
DRP
73
Decker Retirement Planning
Utah
$55.3K +$34.4K +1,026 +185%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$38K – – –
Steward Partners Investment Advisory
75
Steward Partners Investment Advisory
New York
$24.7K – – –