We are live on ! Find out more
JULW icon

AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$293K +$286K +8,469 New
AWM
52
Accurate Wealth Management
Florida
$290K
DFA
53
DHJJ Financial Advisors
Illinois
$272K -$20.2K -600 -7%
KFG
54
Kingdom Financial Group
Arizona
$244K -$15.4K -457 -6%
LOIP
55
Live Oak Investment Partners
Texas
$226K
FA
56
FSA Advisors
Michigan
$226K +$229K +6,786 New
FHC
57
First Heartland Consultants
Missouri
$226K +$10.8K +320 +5%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$209K
RJA
59
Raymond James & Associates
Florida
$208K +$203K +6,022 New
MML Investors Services
60
MML Investors Services
Massachusetts
$205K +$201K +5,946 New
AIMU
61
Allianz Investment Management US
Minnesota
$172K
AF
62
Advisornet Financial
Minnesota
$119K
UBS Group
63
UBS Group
Switzerland
$109K +$36.5K +1,083 +52%
NB
64
NBT Bank
New York
$90.8K +$88.7K +2,630 New
Morgan Stanley
65
Morgan Stanley
New York
$46.6K -$10.1K -300 -18%
PA
66
Pineridge Advisors
Missouri
$41.9K -$2.7K -80 -6%
CFD
67
Creative Financial Designs
Indiana
$40.3K +$39.4K +1,167 New
NS
68
NBC Securities
Alabama
$24K
SPIA
69
Steward Partners Investment Advisory
New York
$23.5K
CAS
70
Coppell Advisory Solutions
Texas
$4.92K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$4.77K +$4.66K +138 New
RWPA
72
Richard W. Paul & Associates
Michigan
$3.73K +$169 +5 +5%
CAG
73
Csenge Advisory Group
Florida
-$630K -18,903 Closed
PIS
74
POM Investment Strategies
North Carolina
-$419K -12,593 Closed