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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$497K +$151K +4,540 +45%
CAC
27
Certified Advisory Corp
Florida
$462K -$3K -90 -0.7%
SWM
28
Spire Wealth Management
Virginia
$447K -$33 -1 -0%
DI
29
Diligent Investors
California
$386K
WG
30
Wealth Group
North Carolina
$354K +$348K +10,452 New
HWM
31
HB Wealth Management
Georgia
$335K
IFG
32
Independent Financial Group
California
$297K
PIA
33
Panoramic Investment Advisors
Colorado
$254K
CPA
34
Clear Point Advisors
New York
$247K
OMC
35
Old Mission Capital
Illinois
$233K +$229K +6,870 New
PAG
36
Private Advisor Group
New Jersey
$223K
BAM
37
Belpointe Asset Management
Nevada
$220K +$216K +6,490 New
FHC
38
First Heartland Consultants
Missouri
$201K -$100K -3,012 -34%
HI
39
Harbour Investments
Wisconsin
$199K +$3.33K +100 +2%
AIMU
40
Allianz Investment Management US
Minnesota
$169K
IA
41
IFP Advisors
Florida
$167K
UBS Group
42
UBS Group
Switzerland
$147K +$61.1K +1,834 +73%
AF
43
Advisornet Financial
Minnesota
$104K -$33.3K -1,000 -25%
CA
44
CoreCap Advisors
Michigan
$103K +$102K +3,053 New
FFA
45
Farther Finance Advisors
California
$677
CW
46
CreativeOne Wealth
Kansas
-$210K -6,414 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
-$33 -1 Closed