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AllianzIM U.S. Equity Buffer10 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Aegis Wealth Management (Iowa)
26
Aegis Wealth Management (Iowa)
Iowa
$286K +$280K +5,978 New
Integrity Alliance
27
Integrity Alliance
Iowa
$282K – – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$276K -$1.4K -30 -0.5%
ASG
29
Advisory Solutions Group
Minnesota
$272K +$266K +5,684 New
Elevation Wealth Management
30
Elevation Wealth Management
Minnesota
$254K – – –
Cassady Wealth & Retirement Planning
31
Cassady Wealth & Retirement Planning
Nevada
$226K -$8.61K -184 -4%
Greenbush Financial Group
32
Greenbush Financial Group
New York
$212K +$208K +4,440 New
Nations Financial Group
33
Nations Financial Group
Iowa
$209K -$44.1K -943 -18%
JP Morgan Chase
34
JP Morgan Chase
New York
$101K -$12.9K -276 -12%
Creative Financial Designs
35
Creative Financial Designs
Indiana
$78.3K – – –
Allianz
36
Allianz
Germany
$62.6K – – –
Kingdom Financial Group
37
Kingdom Financial Group
Arizona
$58.3K – – –
Advisornet Financial
38
Advisornet Financial
Minnesota
$47.8K – – –
UBS Group
39
UBS Group
Switzerland
$41.2K +$39.4K +841 +3,823%
AE Wealth Management
40
AE Wealth Management
Kansas
$36.3K -$328 -7 -0.9%
Farther Finance Advisors
41
Farther Finance Advisors
California
$30.4K +$29.8K +636 New
Morgan Stanley
42
Morgan Stanley
New York
$23.8K – – –
Compass Financial Management
43
Compass Financial Management
Florida
$11.1K +$10.6K +227 New
Gradient Investments
44
Gradient Investments
Minnesota
– -$25.9M -589,481 Closed
Modern Wealth Management
45
Modern Wealth Management
Kansas
– -$471K -10,645 Closed
Brown Financial Advisors
46
Brown Financial Advisors
Ohio
– -$304K -6,906 Closed
A4 Wealth Advisors
47
A4 Wealth Advisors
North Carolina
– -$250K -5,688 Closed
Paladin Wealth
48
Paladin Wealth
Minnesota
– -$200K -4,558 Closed
Lloyd Advisory Services
49
Lloyd Advisory Services
Georgia
– -$53.6K -1,220 Closed
Barclays
50
Barclays
United Kingdom
– -$6.24K -142 Closed