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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
$59.2M +$6.52M +216,507 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46.5M -$2.15M -71,432 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$17.1M -$7.24M -240,724 -30%
SB
4
Strategic Blueprint
Georgia
$7.74M +$291K +9,666 +4%
CF
5
Centaurus Financial
California
$6.74M -$116K -3,866 -2%
CAN
6
Cetera Advisor Networks
California
$5.88M +$310K +10,300 +6%
KAS
7
Kestra Advisory Services
Texas
$5.01M -$256K -8,497 -5%
RA
8
RFG Advisory
Alabama
$3.98M -$71.6K -2,379 -2%
W
9
Wealthquest
Ohio
$3.91M -$3.52M -116,998 -48%
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$3.77M -$191K -6,357 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.84M +$1.92M +63,739 +234%
LAS
12
Lloyd Advisory Services
Georgia
$2.21M +$2.13M +70,931 New
CA
13
Cetera Advisors
Colorado
$2.13M +$121K +4,033 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.01M -$831K -27,626 -30%
AWS
15
Atria Wealth Solutions
New York
$1.83M -$16.4K -546 -0.9%
CAG
16
Compass Advisory Group
New York
$1.76M +$136K +4,508 +9%
LIWM
17
Long Island Wealth Management
New York
$1.64M +$1.58M +52,598 New
OWA
18
Outlook Wealth Advisors
Texas
$1.6M +$842K +27,974 +121%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.59M -$889K -29,556 -37%
WP
20
WealthSource Partners
California
$1.32M
AWA
21
Authentikos Wealth Advisory
California
$1.29M -$58.1K -1,931 -4%
NFG
22
Nations Financial Group
Iowa
$1.23M -$66.1K -2,195 -5%
IFG
23
Independent Financial Group
California
$1.16M +$16.6K +550 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.08M +$1.05M +34,735 New
GLR
25
Great Lakes Retirement
Ohio
$780K -$91K -3,025 -11%