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AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
51
Castle Rock Wealth Management
California
$434K – – –
FFN
52
Focus Financial Network
Minnesota
$388K +$387K +10,912 New
IFG
53
Independent Financial Group
California
$374K +$119K +3,356 +47%
HWM
54
HB Wealth Management
Georgia
$352K – – –
RCM
55
Riggs Capital Management
Utah
$336K +$334K +9,436 New
CFG
56
Copley Financial Group
California
$329K +$328K +9,264 New
KFG
57
Kingdom Financial Group
Arizona
$327K +$326K +9,203 New
DI
58
Diligent Investors
California
$317K -$53.2K -1,500 -14%
GFG
59
Grantvest Financial Group
New Jersey
$307K +$306K +8,634 New
BAM
60
Belpointe Asset Management
Nevada
$295K +$69.5K +1,962 +30%
JSA
61
Jim Saulnier & Associates
Colorado
$289K +$289K +8,140 New
WG
62
Wealth Group
North Carolina
$279K -$92.2K -2,601 -25%
PIA
63
Panoramic Investment Advisors
Colorado
$267K – – –
CPA
64
Clear Point Advisors
New York
$260K – – –
GS
65
GTS Securities
Florida
$246K +$245K +6,918 New
PAG
66
Private Advisor Group
New Jersey
$235K – – –
MSFS
67
Main Street Financial Solutions
Pennsylvania
$226K +$226K +6,369 New
OMC
68
Old Mission Capital
Illinois
$219K +$218K +6,152 New
RAG
69
RIA Advisory Group
Iowa
$202K +$202K +5,687 New
SL
70
Sentinus LLC
Illinois
$202K -$116K -3,263 -37%
IA
71
IFP Advisors
Florida
$181K +$5.32K +150 +3%
AIMU
72
Allianz Investment Management US
Minnesota
$178K – – –
CAWM
73
Capital A Wealth Management
Pennsylvania
$113K +$112K +3,169 New
T
74
Transce3nd
Texas
$113K +$112K +3,167 New
GRP
75
Global Retirement Partners
California
$111K +$111K +3,119 New
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