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