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AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Advyzon Investment Management
Illinois
$261K +$257K +7,234 New
LAS
52
Lloyd Advisory Services
Georgia
$242K -$14.2M -399,032 -98%
Citadel Advisors
53
Citadel Advisors
Florida
$234K -$131K -3,699 -36%
CW
54
CreativeOne Wealth
Kansas
$212K
NS
55
NBC Securities
Alabama
$210K
RAG
56
RIA Advisory Group
Iowa
$204K +$200K +5,640 New
DFA
57
DHJJ Financial Advisors
Illinois
$201K -$12.4K -350 -6%
Q1WB
58
Quest 10 Wealth Builders
Virginia
$188K -$434K -12,202 -70%
CFD
59
Creative Financial Designs
Indiana
$173K -$1.17K -33 -0.7%
FFA
60
Farther Finance Advisors
California
$149K
AIMU
61
Allianz Investment Management US
Minnesota
$90.3K
GM
62
GeoWealth Management
Illinois
$83.9K -$3.67M -103,156 -98%
Comerica Bank
63
Comerica Bank
Texas
$77.3K
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$40K
DRP
65
Decker Retirement Planning
Utah
$25.5K -$31.2K -877 -55%
SPIA
66
Steward Partners Investment Advisory
New York
$24.9K -$604 -17 -2%
UBS Group
67
UBS Group
Switzerland
$9.9K -$153K -4,298 -94%
BOSSRA
68
B.O.S.S. Retirement Advisors
Utah
-$6.98M -199,928 Closed
HBS
69
Howard Bailey Securities
Indiana
-$4.23M -121,116 Closed
TAP
70
Tounjian Advisory Partners
Florida
-$2.82M -85,030 Closed
GLR
71
Great Lakes Retirement
Ohio
-$2.6M -74,445 Closed
SW
72
SMART Wealth
Nebraska
-$1.97M -56,252 Closed
KWM
73
Kingsview Wealth Management
Oregon
-$780K -22,320 Closed
PSFG
74
Park Square Financial Group
Georgia
-$699K -20,017 Closed
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
-$608K -17,411 Closed