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AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$65.8M +$65.7M +1,721,993 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.31M +$3.51M +92,105 +73%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.43M +$3.37M +88,206 +83%
WIM
4
WealthPlan Investment Management
Nebraska
$6.69M +$6.68M +175,022 New
FWM
5
FSR Wealth Management
Illinois
$4.64M +$4.64M +121,472 New
SL
6
Sentinus LLC
Illinois
$4.48M +$3.37M +88,299 +305%
WP
7
WealthPLAN Partners
Nebraska
$3.85M +$3.84M +100,628 New
SW
8
SMART Wealth
Nebraska
$3.66M +$3.66M +95,783 New
FI
9
FWG Investments
Kentucky
$2.76M +$2.76M +72,335 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.43M +$697K +18,261 +40%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$1.58M -$6.53K -171 -0.4%
LPL Financial
12
LPL Financial
California
$1.38M +$387K +10,150 +39%
CF
13
Centaurus Financial
California
$1.18M +$597K +15,643 +103%
Jane Street
14
Jane Street
New York
$1.02M +$1.02M +26,772 New
Q1WB
15
Quest 10 Wealth Builders
Virginia
$1.02M +$1.02M +26,732 New
AWS
16
Atria Wealth Solutions
New York
$968K +$967K +25,337 New
CAG
17
Csenge Advisory Group
Florida
$866K +$292K +7,654 +51%
AAS
18
Avantax Advisory Services
Texas
$807K +$806K +21,114 New
SWM
19
Spire Wealth Management
Virginia
$733K +$110K +2,895 +18%
FA
20
FSA Advisors
Michigan
$642K +$641K +16,795 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$639K +$217K +5,678 +51%
HI
22
Harbour Investments
Wisconsin
$633K +$115K +3,014 +22%
LI
23
LifeWealth Investments
Florida
$518K +$518K +13,564 New
PIA
24
Panoramic Investment Advisors
Colorado
$506K – – –
Citadel Advisors
25
Citadel Advisors
Florida
$488K +$182K +4,771 +60%
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