We are live on ! Find out more
JANW icon

AllianzIM U.S. Equity Buffer20 Jan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LifeWealth Investments
Florida
$318K +$2.56K +70 +0.8%
SL
52
Sentinus LLC
Illinois
$310K – – –
MC
53
Moors & Cabot
Massachusetts
$292K – – –
W
54
Wealthquest
Ohio
$279K +$275K +7,540 New
CreativeOne Wealth
55
CreativeOne Wealth
Kansas
$217K – – –
NS
56
NBC Securities
Alabama
$212K -$2.77K -76 -1%
RAG
57
RIA Advisory Group
Iowa
$209K – – –
Q1WB
58
Quest 10 Wealth Builders
Virginia
$208K +$15K +410 +8%
DFA
59
DHJJ Financial Advisors
Illinois
$206K – – –
CFD
60
Creative Financial Designs
Indiana
$151K -$26.4K -724 -15%
KFG
61
Kingdom Financial Group
Arizona
$132K +$131K +3,577 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$120K +$77.6K +2,126 +193%
Farther Finance Advisors
63
Farther Finance Advisors
California
$104K -$48.7K -1,333 -32%
Allianz
64
Allianz
Germany
$92.5K +$91.3K +2,500 New
GM
65
GeoWealth Management
Illinois
$85.9K – – –
Comerica Bank
66
Comerica Bank
Texas
$79.1K – – –
KCM
67
Key Capital Management
Tennessee
$33.8K +$33.3K +913 New
DRP
68
Decker Retirement Planning
Utah
$28.1K +$2.01K +55 +8%
Steward Partners Investment Advisory
69
Steward Partners Investment Advisory
New York
$25.5K – – –
AssetMark Inc
70
AssetMark Inc
California
$3.52K +$3.47K +95 New
Gradient Investments
71
Gradient Investments
Minnesota
– -$1.89M -52,357 Closed
CPRC
72
Consolidated Portfolio Review Corp
New York
– -$898K -24,861 Closed
Old Mission Capital
73
Old Mission Capital
Illinois
– -$850K -23,508 Closed
SB
74
Strategic Blueprint
Georgia
– -$603K -16,683 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$429K -11,881 Closed