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
LPL Financial
1
LPL Financial
California
$87.3M -$2.82M -72,264 -3%
AWM
2
AE Wealth Management
Kansas
$85.6M -$64.9K -1,663 -0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.4M -$476K -12,193 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$18M +$1.12M +28,670 +7%
AFS
5
Access Financial Services
Minnesota
$13.5M -$569K -14,589 -4%
KAS
6
Kestra Advisory Services
Texas
$9.39M +$523K +13,404 +6%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$8.44M
CF
8
Centaurus Financial
California
$8.4M -$67.2K -1,721 -0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.59M -$1.33M -34,113 -15%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$7.58M +$13.1K +336 +0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.5M +$159K +4,076 +2%
PIS
12
POM Investment Strategies
North Carolina
$7.3M +$7.41M +189,826 New
FWM
13
FSR Wealth Management
Illinois
$5.55M -$14.7K -377 -0.3%
A
14
Allianz
Germany
$5.25M +$5.13M +131,494 +2,630%
AIM
15
Advyzon Investment Management
Illinois
$5.04M +$2.64M +67,614 +107%
ECA
16
Elevated Capital Advisors
Utah
$4.65M +$4.72M +120,829 New
HBS
17
Howard Bailey Securities
Indiana
$4.63M -$174K -4,470 -4%
FTEA
18
Forty-three Eighteen Advisors
Arkansas
$4.52M -$14.3K -366 -0.3%
OWA
19
Outlook Wealth Advisors
Texas
$4.12M -$4.21M -107,954 -50%
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
$4.1M -$348K -8,918 -8%
GCP
21
Guardian Capital (Pennsylvania)
Pennsylvania
$3.83M +$1.78M +45,497 +84%
IWMO
22
Integrated Wealth Management (Ohio)
Ohio
$3.77M +$200K +5,120 +6%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$3.55M -$78.3K -2,007 -2%
WIA
24
World Investment Advisors
California
$3.1M +$3.15M +80,575 New
SWM
25
Spire Wealth Management
Virginia
$3.04M -$185K -4,750 -6%