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
GI
1
Gradient Investments
Minnesota
$97.7M +$97.4M +2,748,263 New
AWM
2
AE Wealth Management
Kansas
$59.1M +$58.9M +1,662,689 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.7M +$2.58M +72,764 +6%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.9M +$9.35M +263,896 +368%
Raymond James Financial
5
Raymond James Financial
Florida
$11.2M +$11.2M +314,962 New
LAS
6
Lloyd Advisory Services
Georgia
$11M +$10.9M +308,429 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.8M +$8.28M +233,533 +332%
KAS
8
Kestra Advisory Services
Texas
$9.48M +$1.97M +55,722 +26%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.28M +$2.97M +83,737 +69%
CF
10
Centaurus Financial
California
$6.83M +$3.68M +103,827 +118%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$5.58M +$5.56M +156,940 New
FWM
12
FSR Wealth Management
Illinois
$4.66M +$4.65M +131,156 New
AWS
13
Atria Wealth Solutions
New York
$4.65M +$2.24M +63,152 +93%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$4.14M -$32.5K -916 -0.8%
OWA
15
Outlook Wealth Advisors
Texas
$4.12M +$4.11M +115,823 New
BFA
16
Brown Financial Advisors
Ohio
$3.43M +$3.42M +96,414 New
HBS
17
Howard Bailey Securities
Indiana
$2.75M +$2.74M +77,269 New
AFPL
18
Advus Financial Partners, LLC
Florida
$2.64M -$78.6K -2,219 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.64M +$2.63M +74,240 New
CAG
20
Compass Advisory Group
New York
$2.53M -$17.7K -500 -0.7%
PA
21
PFG Advisors
Arizona
$2.24M +$52.3K +1,475 +2%
GLR
22
Great Lakes Retirement
Ohio
$2.13M +$2.12M +59,942 New
PW
23
Paladin Wealth
Minnesota
$2.12M +$2.11M +59,661 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.96M +$1.95M +55,124 New
SB
25
Strategic Blueprint
Georgia
$1.7M -$935K -26,373 -36%