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SIXD

AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$154M +$151M +4,991,113 +67,630%
Lido Advisors
2
Lido Advisors
California
$22.1M +$21.6M +716,286 New
LAS
3
Lloyd Advisory Services
Georgia
$19.2M +$18.8M +622,213 +68,001%
A
4
Allianz
Germany
$9.72M +$1.55M +51,405 +19%
FWM
5
FSR Wealth Management
Illinois
$7.15M +$7.01M +231,989 New
BOSSRA
6
B.O.S.S. Retirement Advisors
Utah
$6.4M +$6.27M +207,628 New
FI
7
FWG Investments
Kentucky
$6.4M +$6.26M +207,396 New
MML Investors Services
8
MML Investors Services
Massachusetts
$6.06M +$5.94M +196,616 New
Raymond James Financial
9
Raymond James Financial
Florida
$6.04M +$4.92M +162,858 +493%
HBS
10
Howard Bailey Securities
Indiana
$5.94M +$5.82M +192,711 New
SW
11
SMART Wealth
Nebraska
$5.85M +$5.73M +189,841 New
AWA
12
Authentikos Wealth Advisory
California
$5.8M +$5.68M +187,992 New
Osaic Holdings
13
Osaic Holdings
Arizona
$4.4M +$1.58M +52,266 +58%
RB
14
Richmond Brothers
Michigan
$3.44M +$3.37M +111,640 New
IWMO
15
Integrated Wealth Management (Ohio)
Ohio
$3.34M +$3.28M +108,476 New
ECA
16
Elevated Capital Advisors
Utah
$3.26M +$3.09M +102,189 +2,991%
TAP
17
Tounjian Advisory Partners
Florida
$2.69M +$2.64M +87,315 New
CA
18
Centennial Advisors
Texas
$2.53M +$2.48M +82,075 New
LI
19
LifeWealth Investments
Florida
$2.43M +$2.38M +78,906 New
FA
20
FSA Advisors
Michigan
$2.39M +$2.34M +77,438 New
GLR
21
Great Lakes Retirement
Ohio
$2.31M +$2.26M +74,843 New
GRR
22
Golden Reserve Retirement
Ohio
$2.01M +$1.97M +65,339 New
PIS
23
POM Investment Strategies
North Carolina
$1.96M +$1.92M +63,582 New
Q1WB
24
Quest 10 Wealth Builders
Virginia
$1.81M +$1.77M +58,666 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.29M +$245K +8,096 +24%