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NVBU

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF

Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Allianz
Germany
$13.9M +$11.7M +404,364 +450%
SI
2
Stephens Inc
Arkansas
$4.4M +$419K +14,500 +10%
AWM
3
AE Wealth Management
Kansas
$4.1M +$14.3K +494 +0.3%
CWS
4
Cypress Wealth Services
California
$2.69M
SC
5
Savant Capital
Illinois
$1.61M -$170K -5,897 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.44M -$742K -25,687 -33%
SRA
7
Secured Retirement Advisors
Minnesota
$605K -$1.68K -58 -0.3%
AAP
8
Arax Advisory Partners
Colorado
$482K +$20.7K +716 +4%
MCC
9
Money Concepts Capital
Florida
$317K +$7.22K +250 +2%
Creative Planning
10
Creative Planning
Kansas
$313K +$289 +10 +0.1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$304K -$8.87K -307 -3%
FWM
12
FSR Wealth Management
Illinois
$290K -$8.38K -290 -3%
SW
13
SMART Wealth
Nebraska
$285K -$37.2K -1,289 -11%
FIA
14
Foundations Investment Advisors
Arizona
$283K +$39.4K +1,364 +16%
FI
15
FWG Investments
Kentucky
$283K +$4.22K +146 +1%
KAS
16
Kestra Advisory Services
Texas
$268K +$134K +4,645 +95%
GFG
17
Grantvest Financial Group
New Jersey
$265K
PI
18
PFG Investments
New York
$259K
JP Morgan Chase
19
JP Morgan Chase
New York
$251K -$7.4K -256 -3%
Ameriprise
20
Ameriprise
Minnesota
$201K +$206K +7,134 New
HI
21
Harbour Investments
Wisconsin
$161K +$73.1K +2,531 +80%
Q1WB
22
Quest 10 Wealth Builders
Virginia
$80.9K +$2.37K +82 +3%
IA
23
IFP Advisors
Florida
$49.8K +$3.9K +135 +8%
ECA
24
Elevated Capital Advisors
Utah
$8.34K +$8.55K +296 New
LAS
25
Lloyd Advisory Services
Georgia
$6.17K -$81.4K -2,819 -93%