Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jan ETF inkluderer 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, og Global Retirement Partners, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
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 |