Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Apr ETF inkluderar Ballast, Inc., Gradient Investments LLC, Fortis Capital Management LLC, Patriot Financial Group Insurance Agency, LLC, Cypress Wealth Services, LLC, Kingsview Wealth Management, LLC, Castle Rock Wealth Management, LLC, och Capital A Wealth Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | PFG Advisors | 20 934 | 82,93 | 698 | 90,19 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 281 | 32,55 | 9 | 50,00 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 36 613 | 110,80 | 1 222 | 119,21 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 28 170 | 23,95 | 940 | 28,81 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 9 351 | 2,03 | 312 | 6,12 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 15 128 | 50,50 | 505 | 51,81 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 78 574 | 8,26 | 2 621 | 12,54 | ||||
2025-08-12 | 13F | LPL Financial LLC | 48 515 | 52,61 | 1 619 | 58,63 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 48 898 | 3,64 | 1 631 | 7,73 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 343 | 378 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 25 014 | 3,61 | 835 | 7,75 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 8 980 | 300 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 99 462 | 177,66 | 3 318 | 188,77 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15 444 | 20,66 | 515 | 25,61 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 334 632 | 17,62 | 11 164 | 22,29 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 172 400 | 19,10 | 6 | 25,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 000 525 | 13,19 | 33 | 17,86 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6 911 | 4,22 | 231 | 8,49 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6 709 | 225 | ||||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 54 977 | 774,73 | 1 834 | 812,44 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 463 317 | 22,04 | 15 456 | 26,88 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | 0 | ||||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 14 336 | 478 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 66 295 | 22,13 | 2 212 | 27,00 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 28 240 | 942 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 692 | 1,47 | 23 | 9,52 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 18 812 | 11,23 | 628 | 15,47 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15 310 | 511 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 50 361 | 35,29 | 2 | 0,00 | ||||
2025-07-29 | 13F | Ballast, Inc. | 54 977 | 1 834 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 208 447 | 2,62 | 6 954 | 6,69 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 22 308 | 744 | ||||||
2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF | 69 467 | 51,86 | 2 223 | 45,87 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49 898 | 17,26 | 2 | 0,00 |