Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 May ETF inkluderar Cypress Wealth Services, LLC, Avantax Advisory Services, Inc., Moors & Cabot, Inc., Ballast, Inc., Mml Investors Services, Llc, Consolidated Portfolio Review Corp, och Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 40 333 | 10,30 | 1 297 | 15,80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 48 578 | 533,68 | 1 562 | 567,52 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 438 | 14 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12 650 | 407 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 205 | 3,83 | 232 | 12,08 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 7 474 | 240 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 14 927 | 19,79 | 483 | 26,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 203 | 176,91 | 907 | 190,71 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 18 314 | 589 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 163 540 | 49,36 | 5 260 | 56,80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 36 387 | 403,56 | 1 170 | 429,41 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15 889 | 13,87 | 511 | 19,67 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8 556 | 275 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 303 114 | 49,68 | 10 | 50,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 051 | 568,95 | 355 | 610,00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 9 306 | 42,03 | 299 | 49,50 | ||||
| 2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF | 74 580 | 51,56 | 2 301 | 51,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 307 | 44,13 | 589 | 51,16 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 9 306 | 299 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14 225 | 458 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14 597 | 31,54 | 470 | 38,35 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 729 | 54,38 | 667 | 62,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 297 | 0 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 915 | 116,31 | 29 | 141,67 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 74 351 | 0,93 | 2 391 | 5,98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 112 583 | 30,18 | 3 621 | 36,69 |
