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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Financial Network
51
Focus Financial Network
Minnesota
$388K +$387K +10,912 New
Independent Financial Group
52
Independent Financial Group
California
$374K +$119K +3,356 +47%
HB Wealth Management
53
HB Wealth Management
Georgia
$352K – – –
RCM
54
Riggs Capital Management
Utah
$336K +$334K +9,436 New
CFG
55
Copley Financial Group
California
$329K +$328K +9,264 New
KFG
56
Kingdom Financial Group
Arizona
$327K +$326K +9,203 New
DI
57
Diligent Investors
California
$317K -$53.2K -1,500 -14%
GFG
58
Grantvest Financial Group
New Jersey
$307K +$306K +8,634 New
Belpointe Asset Management
59
Belpointe Asset Management
Nevada
$295K +$69.5K +1,962 +30%
JSA
60
Jim Saulnier & Associates
Colorado
$289K +$289K +8,140 New
WG
61
Wealth Group
North Carolina
$279K -$92.2K -2,601 -25%
PIA
62
Panoramic Investment Advisors
Colorado
$267K – – –
CPA
63
Clear Point Advisors
New York
$260K – – –
GTS Securities
64
GTS Securities
Florida
$246K +$245K +6,918 New
Private Advisor Group
65
Private Advisor Group
New Jersey
$235K – – –
MSFS
66
Main Street Financial Solutions
Pennsylvania
$226K +$226K +6,369 New
Old Mission Capital
67
Old Mission Capital
Illinois
$219K +$218K +6,152 New
RAG
68
RIA Advisory Group
Iowa
$202K +$202K +5,687 New
SL
69
Sentinus LLC
Illinois
$202K -$116K -3,263 -37%
IFP Advisors
70
IFP Advisors
Florida
$181K +$5.32K +150 +3%
AIMU
71
Allianz Investment Management US
Minnesota
$178K – – –
CAWM
72
Capital A Wealth Management
Pennsylvania
$113K +$112K +3,169 New
T
73
Transce3nd
Texas
$113K +$112K +3,167 New
Global Retirement Partners
74
Global Retirement Partners
California
$111K +$111K +3,119 New
AF
75
Advisornet Financial
Minnesota
$109K – – –