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AllianzIM U.S. Equity Buffer10 Jun ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Foundations Investment Advisors
26
Foundations Investment Advisors
Arizona
$249K +$247K +6,576 New
Accurate Wealth Management
27
Accurate Wealth Management
Florida
$230K +$227K +6,040 New
Centaurus Financial
28
Centaurus Financial
California
$226K +$113K +3,001 +101%
LifeWealth Investments
29
LifeWealth Investments
Florida
$221K +$219K +5,844 New
Jim Saulnier & Associates
30
Jim Saulnier & Associates
Colorado
$204K +$202K +5,388 New
TAP
31
Tounjian Advisory Partners
Florida
$189K +$188K +5,008 New
Allianz
32
Allianz
Germany
$189K – – –
Kingdom Financial Group
33
Kingdom Financial Group
Arizona
$145K +$65.6K +1,748 +83%
Blue Bell Private Wealth Management
34
Blue Bell Private Wealth Management
Pennsylvania
$135K – – –
Mosley Wealth Management
35
Mosley Wealth Management
California
$130K +$129K +3,431 New
Barnes Dennig Private Wealth Management
36
Barnes Dennig Private Wealth Management
Ohio
$80.6K -$1.24K -33 -2%
Spire Wealth Management
37
Spire Wealth Management
Virginia
$80.6K -$1.24K -33 -2%
Decker Retirement Planning
38
Decker Retirement Planning
Utah
$72.7K +$72.2K +1,924 New
Networth Advisors
39
Networth Advisors
Pennsylvania
$68.6K +$68.1K +1,814 New
Key Capital Management
40
Key Capital Management
Tennessee
$45.2K +$44.9K +1,195 New
NBC Securities
41
NBC Securities
Alabama
$37.8K – – –
IFP Advisors
42
IFP Advisors
Florida
$33.2K +$29.2K +778 +778%
Advisornet Financial
43
Advisornet Financial
Minnesota
$26.5K – – –
Elevated Capital Advisors
44
Elevated Capital Advisors
Utah
$25.7K +$25.6K +681 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$8.35K +$8.3K +221 New
Farther Finance Advisors
46
Farther Finance Advisors
California
$6.42K +$6.38K +170 New
CoreCap Advisors
47
CoreCap Advisors
Michigan
$5.1K +$5.07K +135 New
Montgomery Financial Services
48
Montgomery Financial Services
Maryland
$2.38K +$2.36K +63 New
Old Mission Capital
49
Old Mission Capital
Illinois
– -$1.28M -35,521 Closed
Avise Financial Cooperative
50
Avise Financial Cooperative
California
– -$513K -14,268 Closed