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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
$44.4M +$101K +3,420 +0.2%
SA
2
Sanctuary Advisors
Indiana
$11.2M
AIMU
3
Allianz Investment Management US
Minnesota
$8.53M +$8.33M +282,052 +5,641%
AWA
4
Authentikos Wealth Advisory
California
$7.56M -$304K -10,289 -4%
RA
5
RFG Advisory
Alabama
$5.69M -$283K -9,598 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.08M -$292K -9,882 -5%
FWM
7
FSR Wealth Management
Illinois
$4.06M -$61.9K -2,097 -2%
OWA
8
Outlook Wealth Advisors
Texas
$3.46M +$1.65M +55,974 +92%
SI
9
Stephens Inc
Arkansas
$3.44M +$476K +16,117 +16%
LAS
10
Lloyd Advisory Services
Georgia
$2.5M +$882K +29,868 +55%
SW
11
SMART Wealth
Nebraska
$2.36M +$2.34M +79,311 New
UFF
12
USA Financial Formulas
Michigan
$2.08M -$426K -14,420 -17%
FI
13
FWG Investments
Kentucky
$1.73M +$32.3K +1,094 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.71M -$88.5K -3,000 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.62M +$216K +7,303 +15%
FA
16
FSA Advisors
Michigan
$1.04M +$51.9K +1,759 +5%
GRR
17
Golden Reserve Retirement
Ohio
$1.02M +$585K +19,836 +137%
IWMO
18
Integrated Wealth Management (Ohio)
Ohio
$1M +$998K +33,805 New
NA
19
Networth Advisors
Pennsylvania
$979K +$972K +32,939 New
CAG
20
Csenge Advisory Group
Florida
$856K +$32.6K +1,106 +4%
AWMI
21
Aegis Wealth Management (Iowa)
Iowa
$740K +$735K +24,894 New
HBS
22
Howard Bailey Securities
Indiana
$723K -$117K -3,972 -14%
JP Morgan Chase
23
JP Morgan Chase
New York
$684K -$23.9K -809 -3%
GFG
24
Grantvest Financial Group
New Jersey
$642K -$27.1K -919 -4%
LI
25
LifeWealth Investments
Florida
$633K -$22.4K -760 -3%