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AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$16.1K – – –
GRP
52
Global Retirement Partners
California
$13.4K +$13.2K +400 New
CFD
53
Creative Financial Designs
Indiana
$11.6K -$73K -2,220 -86%
FWM
54
FSR Wealth Management
Illinois
– -$4.94M -156,527 Closed
BOSSRA
55
B.O.S.S. Retirement Advisors
Utah
– -$3.74M -118,350 Closed
OWA
56
Outlook Wealth Advisors
Texas
– -$3.71M -117,474 Closed
HBS
57
Howard Bailey Securities
Indiana
– -$3.62M -114,520 Closed
IWMO
58
Integrated Wealth Management (Ohio)
Ohio
– -$3.16M -99,931 Closed
NA
59
Networth Advisors
Pennsylvania
– -$2.11M -66,853 Closed
GLR
60
Great Lakes Retirement
Ohio
– -$2.1M -66,603 Closed
LI
61
LifeWealth Investments
Florida
– -$1.71M -54,226 Closed
SW
62
SMART Wealth
Nebraska
– -$1.7M -53,948 Closed
FA
63
FSA Advisors
Michigan
– -$1.4M -44,470 Closed
CA
64
Centennial Advisors
Texas
– -$1.36M -42,980 Closed
AWMI
65
Aegis Wealth Management (Iowa)
Iowa
– -$1.21M -38,360 Closed
KFG
66
Kingdom Financial Group
Arizona
– -$765K -24,228 Closed
BFAG
67
Blackston Financial Advisory Group
Florida
– -$741K -23,450 Closed
CAG
68
Csenge Advisory Group
Florida
– -$687K -21,751 Closed
Q1WB
69
Quest 10 Wealth Builders
Virginia
– -$357K -11,288 Closed
AFG
70
Allegheny Financial Group
Pennsylvania
– -$259K -8,208 Closed
Barclays
71
Barclays
United Kingdom
– -$90.5K -2,864 Closed
KCM
72
Key Capital Management
Tennessee
– -$37.7K -1,192 Closed
DRP
73
Decker Retirement Planning
Utah
– -$21K -666 Closed
HFS
74
Hantz Financial Services
Michigan
– -$6K -189 Closed
UBS Group
75
UBS Group
Switzerland
– -$1.58K -50 Closed
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