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
Q1WB
76
Quest 10 Wealth Builders
Virginia
$99.4K +$99.1K +2,796 New
Farther Finance Advisors
77
Farther Finance Advisors
California
$76.2K +$75.3K +2,124 +10,620%
Brown Brothers Harriman & Co
78
Brown Brothers Harriman & Co
New York
$53.3K +$53.2K +1,500 New
CoreCap Advisors
79
CoreCap Advisors
Michigan
$34.5K – – –
PSFG
80
Park Square Financial Group
Georgia
$33.6K +$33.5K +946 New
MAI Capital Management
81
MAI Capital Management
Ohio
$33.4K +$33.3K +939 New
CFD
82
Creative Financial Designs
Indiana
$31.1K +$31K +874 New
PA
83
Pineridge Advisors
Missouri
$27.5K +$27.4K +774 New
Steward Partners Investment Advisory
84
Steward Partners Investment Advisory
New York
$23.3K – – –
CAS
85
Coppell Advisory Solutions
Texas
$14.3K +$14.2K +400 New
DRP
86
Decker Retirement Planning
Utah
$13.7K +$13.6K +385 New
UBS Group
87
UBS Group
Switzerland
$5.48K +$5.46K +154 New
RWPA
88
Richard W. Paul & Associates
Michigan
$5.44K +$5.42K +153 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$36 +$35 +1 New
BFWM
90
Bright Futures Wealth Management
New York
– -$2.27M -64,416 Closed
JP Morgan Chase
91
JP Morgan Chase
New York
– -$1.39M -39,612 Closed
Citadel Advisors
92
Citadel Advisors
Florida
– -$762K -21,702 Closed
OneDigital Investment Advisors
93
OneDigital Investment Advisors
Kansas
– -$727K -20,700 Closed
Advisory Alpha
94
Advisory Alpha
Michigan
– -$329K -9,362 Closed
FNWA
95
Financial Network Wealth Advisors
Utah
– -$19.5K -555 Closed