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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$498K -$3.59M -112,306 -88%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$429K +$60.5K +1,893 +17%
IW
28
Imprint Wealth
South Carolina
$360K +$353K +11,050 New
CAG
29
Csenge Advisory Group
Florida
$358K -$95.3K -2,984 -21%
HF
30
HRT Financial
New York
$331K +$325K +10,179 New
JP Morgan Chase
31
JP Morgan Chase
New York
$331K +$324K +10,137 New
HI
32
Harbour Investments
Wisconsin
$315K -$38.8K -1,216 -11%
HWM
33
HB Wealth Management
Georgia
$305K
DFA
34
DHJJ Financial Advisors
Illinois
$292K -$1.5K -47 -0.5%
TSS
35
Two Sigma Securities
New York
$271K +$41.6K +1,304 +19%
AWM
36
Accurate Wealth Management
Florida
$226K -$19.5K -610 -8%
FHC
37
First Heartland Consultants
Missouri
$216K
MC
38
Moors & Cabot
Massachusetts
$201K +$196K +6,150 New
FFA
39
Farther Finance Advisors
California
$177K -$1.92K -60 -1%
AIMU
40
Allianz Investment Management US
Minnesota
$163K
AF
41
Advisornet Financial
Minnesota
$113K -$31.9K -1,000 -22%
UBS Group
42
UBS Group
Switzerland
$63.9K +$32.3K +1,012 +107%
Morgan Stanley
43
Morgan Stanley
New York
$53.8K -$7.99K -250 -13%
NS
44
NBC Securities
Alabama
$22K
PA
45
Pineridge Advisors
Missouri
$13.5K -$40K -1,251 -75%
IA
46
IFP Advisors
Florida
$12.3K
SIS
47
Sound Income Strategies
Florida
$5.32K +$5.21K +163 New
W
48
Wealthquest
Ohio
-$3.91M -125,229 Closed
BOSSRA
49
B.O.S.S. Retirement Advisors
Utah
-$3.77M -120,791 Closed
LAS
50
Lloyd Advisory Services
Georgia
-$2.21M -70,931 Closed