Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jan ETF inkluderar Gradient Investments LLC, Ballast, Inc., Modern Wealth Management, LLC, Consolidated Portfolio Review Corp, Arkadios Wealth Advisors, McElhenny Sheffield Capital Management, LLC, Change Path, LLC, Barclays Plc, och Global Retirement Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 34 191 | 1 194 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20 686 | 723 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 51 731 | 85,01 | 1 807 | 94,72 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 99 052 | 102,95 | 3 460 | 113,58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 572 | 160 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 44 173 | 54,05 | 1 543 | 62,08 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 70 316 | 8,87 | 2 456 | 14,55 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 262 | 0 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 199 928 | 0,68 | 6 984 | 5,91 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 889 678 | 69,72 | 31 | 82,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 379 614 | 3,45 | 13 261 | 8,82 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 56 252 | 4,62 | 1 965 | 10,08 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 879 | 89,42 | 66 | 103,13 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 58 502 | 369,03 | 2 044 | 393,48 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 105 478 | 17,03 | 3 685 | 23,09 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 50 140 | 1 752 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 40 472 | 21,03 | 1 379 | 27,69 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 62 588 | 26,66 | 2 186 | 33,21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 391 619 | 2,15 | 118 483 | 7,45 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 1 582 | 184,53 | 55 | 205,56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 174 | 355 | ||||||
| 2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF | 67 837 | 51,84 | 2 247 | 47,83 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24 861 | 868 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 52 357 | 1 829 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 271 903 | 6,16 | 9 499 | 11,68 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 20 017 | 268,16 | 699 | 288,33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5 870 | 205 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 11 730 | 83,17 | 390 | 80,93 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 160 | 6 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 824 | 2,18 | 169 | 7,69 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 20 257 | 4 073 |
