| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,988 | $262,853.52 | $293,097.86 | $30,244.34 | 11.51% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $122,800 | $146,725 | $23,925 | 19.48% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 16,936 | $415,948.16 | $498,426.48 | $82,478.32 | 19.83% |
| NS Nicholas Shaheen FSA Advisors Inc. | 105,828 | $2.84M | $3.11M | $263,271.4 | 9.26% |
| RS Radon Stancil POM Investment Strategies LLC | 267,720 | $7.12M | $7.86M | $740,245.4 | 10.4% |
| BATS Exchange | United States Country |
The AllianzIM U.S. Large Cap Buffer10 Dec ETF constitutes an innovative exchange-traded fund that specializes in the realm of risk-managed investments within the U.S. large-cap equity landscape. This fund is specifically tailored for investors who prioritize a balanced approach to investing, striving for growth while simultaneously seeking to protect against significant market declines. The fund features a distinctive strategy that employs a “buffer” mechanism, designed to absorb the first 10% of potential losses in the benchmark S&P 500 Index over an annually specified period commencing in December. This approach addresses the challenges faced by investors during volatile market conditions, offering a structured solution to safeguard against undue risk while allowing participation in equity market upsides.
The AllianzIM U.S. Large Cap Buffer10 Dec ETF offers the following distinctive investing solution:
This ETF provides investors with strategic access to the U.S. large-cap equity market. By focusing on this segment, the fund aims to capture the growth and stability presented by leading companies across essential sectors such as technology, finance, and healthcare. The signature feature of this ETF is its "buffer" strategy, meticulously designed to offer investors protection against the initial 10% of losses in the S&P 500 Index during a specified annual period starting in December. This structured approach to risk management makes the ETF an attractive option for investors seeking to minimize potential downturns without sidelining the opportunity for appreciable capital growth.