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AllianzIM U.S. Equity Buffer20 Oct ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
76
Key Capital Management
Tennessee
$281K +$40.3K +1,032 +16%
GFG
77
Grantvest Financial Group
New Jersey
$268K -$55.6K -1,425 -17%
CW
78
CreativeOne Wealth
Kansas
$260K -$507 -13 -0.2%
CPA
79
Clear Point Advisors
New York
$260K
AWE
80
Avidian Wealth Enterprises
Texas
$255K
BFS
81
BridgePort Financial Solutions
Iowa
$254K
PAG
82
Private Advisor Group
New Jersey
$254K -$36.5K -935 -12%
BAM
83
Belpointe Asset Management
Nevada
$250K
SL
84
Sentinus LLC
Illinois
$222K
GPWA
85
Gaddis Premier Wealth Advisors
Oklahoma
$219K -$52.3K -1,340 -19%
MC
86
Moors & Cabot
Massachusetts
$215K -$21.5K -550 -9%
FI
87
FWG Investments
Kentucky
$215K +$218K +5,576 New
RA
88
RFG Advisory
Alabama
$214K +$217K +5,550 New
RAG
89
RIA Advisory Group
Iowa
$212K
MSFS
90
Main Street Financial Solutions
Pennsylvania
$211K -$34K -872 -14%
CFD
91
Creative Financial Designs
Indiana
$128K +$28.2K +722 +28%
AF
92
Advisornet Financial
Minnesota
$118K
FFA
93
Farther Finance Advisors
California
$82.8K -$736K -18,862 -90%
MCM
94
MAI Capital Management
Ohio
$36.1K
CA
95
CoreCap Advisors
Michigan
$35.7K
DRP
96
Decker Retirement Planning
Utah
$23.4K -$3.2K -82 -12%
HFS
97
Hantz Financial Services
Michigan
$7K +$6.95K +178 New
JP Morgan Chase
98
JP Morgan Chase
New York
$3.76K
UBS Group
99
UBS Group
Switzerland
$3.27K +$3.32K +85 New
AssetMark Inc
100
AssetMark Inc
California
$2.58K