We are live on ! Find out more
SEPU icon

AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Gradient Investments
1
Gradient Investments
Minnesota
$120M +$14.8M +489,340 +15%
Allianz
2
Allianz
Germany
$13.9M +$212K +6,990 +2%
Stephens Inc
3
Stephens Inc
Arkansas
$4M -$28.4K -937 -0.7%
ARS Wealth Advisors Group
4
ARS Wealth Advisors Group
Florida
$3.64M -$161K -5,296 -4%
Brown Financial Advisors
5
Brown Financial Advisors
Ohio
$3.26M +$139K +4,571 +5%
Paladin Wealth
6
Paladin Wealth
Minnesota
$2.36M +$226K +7,464 +11%
Mattson Financial Services
7
Mattson Financial Services
Michigan
$1.8M +$185K +6,113 +12%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.52M +$1.48M +48,919 New
Regatta Research & Money Management
9
Regatta Research & Money Management
Louisiana
$1.36M +$1.32M +43,638 New
Arax Advisory Partners
10
Arax Advisory Partners
Colorado
$1.18M +$620K +20,460 +116%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.05M -$17.3K -571 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$720K -$3.3K -109 -0.5%
Centaurus Financial
13
Centaurus Financial
California
$435K – – –
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$272K -$98.4K -3,246 -27%
Stratos Wealth Advisors
15
Stratos Wealth Advisors
Ohio
$263K -$2.88K -95 -1%
Copley Financial Group
16
Copley Financial Group
California
$262K -$20.8K -687 -8%
Old Mission Capital
17
Old Mission Capital
Illinois
$251K +$245K +8,084 New
Kestra Advisory Services
18
Kestra Advisory Services
Texas
$250K -$18.2K -600 -7%
Cypress Wealth Services
19
Cypress Wealth Services
California
$240K – – –
A4 Wealth Advisors
20
A4 Wealth Advisors
North Carolina
$211K -$384K -12,668 -65%
JP Morgan Chase
21
JP Morgan Chase
New York
$81.4K +$69.9K +2,307 +695%
NBZ Investment Advisors
22
NBZ Investment Advisors
Tennessee
$56.2K -$8.28K -273 -13%
IFP Advisors
23
IFP Advisors
Florida
$26.2K -$1.52K -50 -6%
AE Wealth Management
24
AE Wealth Management
Kansas
$22.7K -$7.09M -233,864 -100%
Farther Finance Advisors
25
Farther Finance Advisors
California
$15.4K +$15K +496 New