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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Arax Advisory Partners
51
Arax Advisory Partners
Colorado
$36.3K +$35.7K +947 New
MAI Capital Management
52
MAI Capital Management
Ohio
$36K – – –
CoreCap Advisors
53
CoreCap Advisors
Michigan
$35.6K – – –
CFD
54
Creative Financial Designs
Indiana
$33.6K -$603 -16 -2%
Steward Partners Investment Advisory
55
Steward Partners Investment Advisory
New York
$24.9K -$226 -6 -0.9%
JP Morgan Chase
56
JP Morgan Chase
New York
$3.79K – – –
Morgan Stanley
57
Morgan Stanley
New York
$1.53K +$1.51K +40 New
LAS
58
Lloyd Advisory Services
Georgia
– -$10.6M -285,949 Closed
BOSSRA
59
B.O.S.S. Retirement Advisors
Utah
– -$5.84M -157,718 Closed
MAWAG
60
Mid-American Wealth Advisory Group
Missouri
– -$5.41M -146,222 Closed
FWM
61
FSR Wealth Management
Illinois
– -$4.97M -134,231 Closed
OWA
62
Outlook Wealth Advisors
Texas
– -$4.15M -112,161 Closed
HBS
63
Howard Bailey Securities
Indiana
– -$3.18M -85,928 Closed
TAP
64
Tounjian Advisory Partners
Florida
– -$2.33M -66,384 Closed
GM
65
GeoWealth Management
Illinois
– -$2.19M -59,270 Closed
BFA
66
Brown Financial Advisors
Ohio
– -$2.15M -58,052 Closed
GLR
67
Great Lakes Retirement
Ohio
– -$1.91M -51,562 Closed
LI
68
LifeWealth Investments
Florida
– -$1.86M -50,266 Closed
MFS
69
Mattson Financial Services
Michigan
– -$1.13M -30,499 Closed
SW
70
SMART Wealth
Nebraska
– -$1.09M -29,345 Closed
PW
71
Paladin Wealth
Minnesota
– -$988K -26,708 Closed
FA
72
FSA Advisors
Michigan
– -$926K -25,030 Closed
WIM
73
WealthPlan Investment Management
Nebraska
– -$855K -23,098 Closed
Jane Street
74
Jane Street
New York
– -$852K -23,024 Closed
KFG
75
Kingdom Financial Group
Arizona
– -$704K -19,017 Closed