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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
51
Castle Rock Wealth Management
California
$421K – – –
Focus Financial Network
52
Focus Financial Network
Minnesota
$417K +$34.5K +967 +9%
BFAG
53
Blackston Financial Advisory Group
Florida
$406K +$412K +11,547 New
Citadel Advisors
54
Citadel Advisors
Florida
$398K +$405K +11,344 New
HB Wealth Management
55
HB Wealth Management
Georgia
$348K – – –
DI
56
Diligent Investors
California
$313K – – –
Foundations Investment Advisors
57
Foundations Investment Advisors
Arizona
$313K -$119K -3,321 -27%
KFG
58
Kingdom Financial Group
Arizona
$308K -$15.7K -440 -5%
Independent Financial Group
59
Independent Financial Group
California
$306K -$64.8K -1,815 -17%
GFG
60
Grantvest Financial Group
New Jersey
$298K -$5.11K -143 -2%
CFG
61
Copley Financial Group
California
$287K -$39K -1,092 -12%
JSA
62
Jim Saulnier & Associates
Colorado
$286K – – –
PIA
63
Panoramic Investment Advisors
Colorado
$263K – – –
CPA
64
Clear Point Advisors
New York
$257K – – –
WG
65
Wealth Group
North Carolina
$243K -$33.6K -940 -12%
SAW
66
Signal Advisors Wealth
Michigan
$242K +$246K +6,889 New
Private Advisor Group
67
Private Advisor Group
New Jersey
$232K – – –
Belpointe Asset Management
68
Belpointe Asset Management
Nevada
$228K -$70.1K -1,962 -23%
MSFS
69
Main Street Financial Solutions
Pennsylvania
$224K – – –
Q1WB
70
Quest 10 Wealth Builders
Virginia
$212K +$116K +3,254 +116%
IFP Advisors
71
IFP Advisors
Florida
$179K – – –
AIMU
72
Allianz Investment Management US
Minnesota
$173K – – –
T
73
Transce3nd
Texas
$110K -$857 -24 -0.8%
AF
74
Advisornet Financial
Minnesota
$108K – – –
PSFG
75
Park Square Financial Group
Georgia
$101K +$68.9K +1,929 +204%