Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF inkluderar Merit Financial Group, LLC, Brookstone Capital Management, och Allworth Financial LP .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 60 525 | 155,53 | 2 240 | 169,55 | ||||
2025-08-12 | 13F | LPL Financial LLC | 48 067 | 17,18 | 1 779 | 23,47 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 8 523 | 196,45 | 315 | 215,00 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 19 017 | 117,01 | 704 | 128,99 | ||||
2025-08-14 | 13F | UBS Group AG | 11 675 | 336,78 | 432 | 364,52 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 29 345 | 2,87 | 1 086 | 8,49 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 6 065 | 224 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 43 727 | 2,43 | 1 618 | 7,94 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 13 535 | 13,94 | 501 | 19,90 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23 098 | 88,74 | 855 | 99,07 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 16 847 | 53,50 | 624 | 61,82 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6 744 | 32,47 | 250 | 39,89 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 258 912 | 7,92 | 9 582 | 13,73 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 5 500 | 204 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3 251 | 4,23 | 120 | 9,09 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 146 222 | 10,31 | 5 412 | 16,24 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 254 878 | 2,33 | 46 | 6,98 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 79 229 | 6,72 | 3 | 0,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32 400 | 0,13 | 1 199 | 5,55 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 59 270 | 21,49 | 2 194 | 28,02 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6 050 | 116,38 | 212 | 114,14 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 837 | 119,69 | 31 | 130,77 | ||||
2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF | 64 183 | 51,75 | 2 251 | 47,90 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 9 294 | 344 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 347 334 | 2,44 | 12 855 | 7,95 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 22 825 | 231,33 | 845 | 250,21 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 33 395 | 4,64 | 1 236 | 10,27 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 47 754 | 9,60 | 1 767 | 15,49 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 892 | 5,81 | 33 | 13,79 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 25 030 | 20,49 | 926 | 27,02 | ||||
2025-08-07 | 13F | Allworth Financial LP | 306 | 11 |