CUSIP 00888H463ALLIANZIM BUFFERSPBWQ4 2025
Aggregate 13F value by quarter
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22 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 377.7K | $10.36M | +101.0K | Added |
| 2 | Allianz Se | 337.1K | $9.24M | +337.1K | New |
| 3 | Kestra Advisory Services, LLC | 157.1K | $4.31M | +35.9K | Added |
| 4 | Newedge Advisors, LLC | 110.4K | $3.03M |
| Added |
| 5 | Cetera Investment Advisers | 37.2K | $1.02M | +16.0K | Added |
| 6 | Compound Planning, Inc. | 22.0K | $603.3K | +22.0K | New |
| 7 | Envestnet Asset Management Inc | 21.6K | $591.3K | −11.4K | Reduced |
| 8 | Castle Rock Wealth Management, LLC | 20.1K | $553.6K | +456 | Added |
| 9 | Creativeone Wealth, LLC | 16.9K | $464.1K | +2.0K | Added |
| 10 | Commonwealth Equity Services, LLC | 15.1K | $414.3K | −741 | Reduced |
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