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AllianzIM U.S. Equity Buffer20 Jul ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$45.3M +$14.6M +506,267 +50%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36.6M +$3.06M +106,603 +9%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.89M -$2.71M -94,210 -24%
SB
4
Strategic Blueprint
Georgia
$4.96M -$659K -22,907 -12%
CAN
5
Cetera Advisor Networks
California
$3.95M -$758K -26,361 -17%
BOSSRA
6
B.O.S.S. Retirement Advisors
Utah
$3.73M +$99.4K +3,458 +3%
KAS
7
Kestra Advisory Services
Texas
$3.43M +$2.18M +75,986 +194%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.13M +$1.11M +38,540 +117%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.44M +$102K +3,557 +8%
AWA
10
Authentikos Wealth Advisory
California
$1.37M -$78.9K -2,746 -6%
NFG
11
Nations Financial Group
Iowa
$1.28M -$14.6K -508 -1%
WP
12
WealthSource Partners
California
$1.24M -$268K -9,328 -18%
AWS
13
Atria Wealth Solutions
New York
$1.19M +$917K +31,896 +398%
CA
14
Cetera Advisors
Colorado
$1.15M -$47.4K -1,650 -4%
GLR
15
Great Lakes Retirement
Ohio
$866K +$359K +12,480 +75%
CAG
16
Compass Advisory Group
New York
$716K -$10.1K -350 -1%
OWA
17
Outlook Wealth Advisors
Texas
$668K +$645K +22,431 New
LNC
18
Lincoln National Corp
Pennsylvania
$608K -$105K -3,635 -15%
LPL Financial
19
LPL Financial
California
$519K -$840K -29,205 -63%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$436K -$121K -4,224 -22%
CF
21
Centaurus Financial
California
$430K +$148K +5,162 +56%
DFA
22
DHJJ Financial Advisors
Illinois
$302K -$1.32K -46 -0.5%
HI
23
Harbour Investments
Wisconsin
$285K
HWM
24
HB Wealth Management
Georgia
$279K
WP
25
WealthPLAN Partners
Nebraska
$242K +$234K +8,131 New