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JULU

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Centaurus Financial
California
$132K -$7.17K -230 -5%
IA
27
IFG Advisory
Georgia
$112K +$109K +3,488 New
MWM
28
Mosley Wealth Management
California
$59.7K +$51.2K +1,643 +750%
CFD
29
Creative Financial Designs
Indiana
$32.1K
FFA
30
Farther Finance Advisors
California
$30.3K +$29.5K +945 New
HI
31
Harbour Investments
Wisconsin
$21.5K -$9.85K -316 -32%
PIS
32
POM Investment Strategies
North Carolina
$9.02K -$3.23M -103,497 -100%
UBS Group
33
UBS Group
Switzerland
$8.05K +$7.82K +251 New
TAP
34
Tounjian Advisory Partners
Florida
$3.43K +$3.33K +107 New
LAS
35
Lloyd Advisory Services
Georgia
$2.05K -$130K -4,184 -98%
GWM
36
Geneos Wealth Management
Colorado
$1.89K
CFM
37
Compass Financial Management
Florida
$524 +$499 +16 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$514 +$499 +16 New
AssetMark Inc
39
AssetMark Inc
California
$417
AWA
40
Authentikos Wealth Advisory
California
-$7.03M -246,061 Closed
FWM
41
FSR Wealth Management
Illinois
-$3.87M -135,571 Closed
SW
42
SMART Wealth
Nebraska
-$2.15M -75,360 Closed
FI
43
FWG Investments
Kentucky
-$1.69M -59,081 Closed
OWA
44
Outlook Wealth Advisors
Texas
-$1.67M -58,460 Closed
GRR
45
Golden Reserve Retirement
Ohio
-$1.2M -42,098 Closed
FA
46
FSA Advisors
Michigan
-$1.13M -39,538 Closed
IWMO
47
Integrated Wealth Management (Ohio)
Ohio
-$1.08M -37,810 Closed
NA
48
Networth Advisors
Pennsylvania
-$941K -32,953 Closed
CAG
49
Csenge Advisory Group
Florida
-$857K -30,004 Closed
AWMI
50
Aegis Wealth Management (Iowa)
Iowa
-$715K -25,043 Closed