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AllianzIM U.S. Equity Buffer20 Oct ETF

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