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JULU

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$43.6M +$32.7M +1,156,127 +347%
SA
2
Sanctuary Advisors
Indiana
$11M -$50.4K -1,784 -0.5%
AWA
3
Authentikos Wealth Advisory
California
$7.75M +$7.48M +264,715 New
RA
4
RFG Advisory
Alabama
$5.89M +$321K +11,377 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.29M +$146K +5,151 +3%
FWM
6
FSR Wealth Management
Illinois
$4.06M +$3.92M +138,674 New
SI
7
Stephens Inc
Arkansas
$2.92M +$90.8K +3,215 +3%
UFF
8
USA Financial Formulas
Michigan
$2.47M -$510K -18,043 -18%
OWA
9
Outlook Wealth Advisors
Texas
$1.77M +$1.71M +60,582 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.77M -$18.4K -650 -1%
FI
11
FWG Investments
Kentucky
$1.67M +$1.61M +57,082 New
LAS
12
Lloyd Advisory Services
Georgia
$1.59M -$366K -12,956 -19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.38M +$1.33M +47,246 New
TCG
14
Transcendent Capital Group
Oklahoma
$1.33M -$7.26M -257,040 -85%
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$990K -$909K -32,193 -49%
FA
16
FSA Advisors
Michigan
$970K +$937K +33,154 New
HBS
17
Howard Bailey Securities
Indiana
$828K -$146K -5,167 -15%
CAG
18
Csenge Advisory Group
Florida
$811K +$783K +27,703 New
JP Morgan Chase
19
JP Morgan Chase
New York
$697K +$673K +23,823 +238,230%
GFG
20
Grantvest Financial Group
New Jersey
$659K -$18.2K -646 -3%
LI
21
LifeWealth Investments
Florida
$646K +$138K +4,875 +28%
NIA
22
NBZ Investment Advisors
Tennessee
$599K -$85.5K -3,025 -13%
Q1WB
23
Quest 10 Wealth Builders
Virginia
$569K +$524K +18,536 +2,060%
KAS
24
Kestra Advisory Services
Texas
$564K -$5.93K -210 -1%
PAS
25
Park Avenue Securities
New York
$529K +$510K +18,070 New