We are live on ! Find out more
OCTW icon

AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$432K +$320K +9,002 +337%
DFA
52
DHJJ Financial Advisors
Illinois
$429K -$14.4K -405 -3%
Independent Financial Group
53
Independent Financial Group
California
$397K +$71.1K +2,000 +23%
HB Wealth Management
54
HB Wealth Management
Georgia
$367K – – –
Merit Financial Group
55
Merit Financial Group
Georgia
$344K +$330K +9,294 New
PSFG
56
Park Square Financial Group
Georgia
$315K +$201K +5,648 +196%
WP
57
WealthPLAN Partners
Nebraska
$307K -$405K -11,389 -58%
Q1WB
58
Quest 10 Wealth Builders
Virginia
$305K +$78.2K +2,201 +36%
JSA
59
Jim Saulnier & Associates
Colorado
$301K – – –
GFG
60
Grantvest Financial Group
New Jersey
$299K -$14.2K -399 -5%
DI
61
Diligent Investors
California
$293K -$35.5K -1,000 -11%
PIA
62
Panoramic Investment Advisors
Colorado
$278K – – –
CPA
63
Clear Point Advisors
New York
$270K – – –
Foundations Investment Advisors
64
Foundations Investment Advisors
Arizona
$270K -$57.2K -1,610 -18%
IFP Advisors
65
IFP Advisors
Florida
$250K +$58.8K +1,653 +32%
Private Advisor Group
66
Private Advisor Group
New Jersey
$244K – – –
Belpointe Asset Management
67
Belpointe Asset Management
Nevada
$240K – – –
MSFS
68
Main Street Financial Solutions
Pennsylvania
$236K – – –
Brookstone Capital Management
69
Brookstone Capital Management
Illinois
$224K +$216K +6,065 New
RAG
70
RIA Advisory Group
Iowa
$204K +$196K +5,500 New
AIMU
71
Allianz Investment Management US
Minnesota
$185K – – –
Global Retirement Partners
72
Global Retirement Partners
California
$120K +$116K +3,251 New
T
73
Transce3nd
Texas
$114K -$1.78K -50 -2%
AF
74
Advisornet Financial
Minnesota
$114K – – –
Farther Finance Advisors
75
Farther Finance Advisors
California
$79.4K – – –