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AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$48.5M +$3.89M +130,404 +9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$45.9M +$9.9M +331,776 +27%
Osaic Holdings
3
Osaic Holdings
Arizona
$23.2M +$14.7M +492,000 +165%
W
4
Wealthquest
Ohio
$7.12M +$7.23M +242,227 New
SB
5
Strategic Blueprint
Georgia
$7.01M +$2.15M +72,065 +43%
CF
6
Centaurus Financial
California
$6.46M +$6.13M +205,438 +1,422%
CAN
7
Cetera Advisor Networks
California
$5.24M +$1.36M +45,585 +34%
KAS
8
Kestra Advisory Services
Texas
$4.97M +$1.61M +53,911 +47%
RA
9
RFG Advisory
Alabama
$3.82M +$3.88M +129,963 New
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$3.74M +$63.1K +2,114 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.7M +$609K +20,426 +29%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.37M +$969K +32,493 +67%
CA
13
Cetera Advisors
Colorado
$1.89M +$765K +25,644 +67%
AWS
14
Atria Wealth Solutions
New York
$1.74M +$575K +19,273 +48%
CAG
15
Compass Advisory Group
New York
$1.52M +$827K +27,726 +115%
AWA
16
Authentikos Wealth Advisory
California
$1.27M -$82.6K -2,770 -6%
WP
17
WealthSource Partners
California
$1.25M +$27.9K +936 +2%
NFG
18
Nations Financial Group
Iowa
$1.22M -$39.1K -1,310 -3%
IFG
19
Independent Financial Group
California
$1.08M +$1.09M +36,670 New
GLR
20
Great Lakes Retirement
Ohio
$824K -$30.5K -1,023 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$802K +$378K +12,653 +86%
OWA
22
Outlook Wealth Advisors
Texas
$681K +$22.4K +751 +3%
LNC
23
Lincoln National Corp
Pennsylvania
$659K +$59.5K +1,995 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$644K +$654K +21,907 New
WP
25
WealthPLAN Partners
Nebraska
$472K +$237K +7,942 +98%
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