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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$637K +$628K +19,110 New
CAG
27
Csenge Advisory Group
Florida
$630K +$261K +7,930 +72%
CPA
28
Clear Point Advisors
New York
$617K
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$565K +$125K +3,808 +29%
IA
30
IFP Advisors
Florida
$535K +$516K +15,698 +4,175%
RA
31
RFG Advisory
Alabama
$499K -$9.92K -302 -2%
PIS
32
POM Investment Strategies
North Carolina
$419K +$414K +12,593 New
HI
33
Harbour Investments
Wisconsin
$352K +$29.5K +898 +9%
BOSSRA
34
B.O.S.S. Retirement Advisors
Utah
$347K +$342K +10,412 New
AFPL
35
Advus Financial Partners, LLC
Florida
$346K +$341K +10,378 New
HWM
36
HB Wealth Management
Georgia
$312K
PA
37
PFG Advisors
Arizona
$301K +$297K +9,027 New
PAS
38
Park Avenue Securities
New York
$288K +$284K +8,654 New
AWM
39
Accurate Wealth Management
Florida
$284K +$44.3K +1,350 +19%
DFA
40
DHJJ Financial Advisors
Illinois
$282K -$15.3K -465 -5%
KFG
41
Kingdom Financial Group
Arizona
$251K +$247K +7,533 New
LOIP
42
Live Oak Investment Partners
Texas
$218K
FHC
43
First Heartland Consultants
Missouri
$207K -$13.3K -405 -6%
MC
44
Moors & Cabot
Massachusetts
$205K
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$204K +$199K +6,060 New
FFA
46
Farther Finance Advisors
California
$182K
AIMU
47
Allianz Investment Management US
Minnesota
$166K
AF
48
Advisornet Financial
Minnesota
$115K
UBS Group
49
UBS Group
Switzerland
$69.5K +$4.21K +128 +7%
Morgan Stanley
50
Morgan Stanley
New York
$55K