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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFG
76
Grantvest Financial Group
New Jersey
$268K -$55.6K -1,425 -17%
CreativeOne Wealth
77
CreativeOne Wealth
Kansas
$260K -$507 -13 -0.2%
CPA
78
Clear Point Advisors
New York
$260K – – –
Avidian Wealth Enterprises
79
Avidian Wealth Enterprises
Texas
$255K – – –
BFS
80
BridgePort Financial Solutions
Iowa
$254K – – –
Private Advisor Group
81
Private Advisor Group
New Jersey
$254K -$36.5K -935 -12%
Belpointe Asset Management
82
Belpointe Asset Management
Nevada
$250K – – –
SL
83
Sentinus LLC
Illinois
$222K – – –
GPWA
84
Gaddis Premier Wealth Advisors
Oklahoma
$219K -$52.3K -1,340 -19%
MC
85
Moors & Cabot
Massachusetts
$215K -$21.5K -550 -9%
FI
86
FWG Investments
Kentucky
$215K +$218K +5,576 New
RFG Advisory
87
RFG Advisory
Alabama
$214K +$217K +5,550 New
RAG
88
RIA Advisory Group
Iowa
$212K – – –
MSFS
89
Main Street Financial Solutions
Pennsylvania
$211K -$34K -872 -14%
CFD
90
Creative Financial Designs
Indiana
$128K +$28.2K +722 +28%
AF
91
Advisornet Financial
Minnesota
$118K – – –
Farther Finance Advisors
92
Farther Finance Advisors
California
$82.8K -$736K -18,862 -90%
MAI Capital Management
93
MAI Capital Management
Ohio
$36.1K – – –
CoreCap Advisors
94
CoreCap Advisors
Michigan
$35.7K – – –
DRP
95
Decker Retirement Planning
Utah
$23.4K -$3.2K -82 -12%
Hantz Financial Services
96
Hantz Financial Services
Michigan
$7K +$6.95K +178 New
JP Morgan Chase
97
JP Morgan Chase
New York
$3.76K – – –
UBS Group
98
UBS Group
Switzerland
$3.27K +$3.32K +85 New
AssetMark Inc
99
AssetMark Inc
California
$2.58K – – –
Morgan Stanley
100
Morgan Stanley
New York
$846 +$859 +22 New