Grundlæggende statistik
| Institutionelle ejere | 65 total, 65 long only, 0 short only, 0 long/short - change of 12,07% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8042 % - change of 33,22% MRQ |
| Institutionelle aktier (lange) | 6.329.377 (ex 13D/G) - change of 0,11MM shares 1,75% MRQ |
| Institutionel værdi (lang) | $ 199.823 USD ($1000) |
Institutionelt ejerskab og aktionærer
AIM ETF Products Trust - AllianzIM U.S. Equity Buffer20 Sep ETF (US:SEPW) har 65 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,329,377 aktier. Største aktionærer omfatter AE Wealth Management LLC, Commonwealth Equity Services, Llc, Lloyd Advisory Services, LLC., Authentikos Wealth Advisory, LLC, Outlook Wealth Advisors, LLC, Advisor Group Holdings, Inc., Westshore Wealth, LLC, FSR Wealth Management Ltd., American Asset Management Inc., and Raymond James Financial Inc .
AIM ETF Products Trust - AllianzIM U.S. Equity Buffer20 Sep ETF (BATS:SEPW) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 6, 2026 is 31,87 / share. Previously, on March 10, 2025, the share price was 28,52 / share. This represents an increase of 11,75% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 7.964 | 254 | ||||||
| 2026-02-13 | 13F | Allianz Se | 5.000 | 160 | ||||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 126.199 | -39,39 | 4.028 | -38,40 | ||||
| 2026-01-27 | 13F | PFG Advisors | 7.654 | 8,51 | 244 | 10,41 | ||||
| 2026-02-06 | 13F | Authentikos Wealth Advisory, LLC | 238.879 | -11,47 | 7.625 | -10,02 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 400 | 0,00 | 13 | 0,00 | ||||
| 2026-03-03 | 13F | Integrated Wealth Management | 93.826 | 2.995 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 35.843 | 141,53 | 1.144 | 145,49 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 133.979 | -2,67 | 4.276 | -1,09 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 6.384 | 204 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9.765 | 0,00 | 312 | 1,63 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 563.842 | -2,33 | 17.997 | 99.877,78 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 10.763 | 51,59 | 344 | 54,50 | ||||
| 2025-09-16 | NP | SPBW - AllianzIM Buffer20 Allocation ETF | 107.647 | 36,36 | 3.290 | 46,11 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 19.778 | -33,09 | 1 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 25.026 | -20,99 | 799 | -19,72 | ||||
| 2025-11-12 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 30.576 | 0,00 | 976 | 1,56 | ||||
| 2025-11-12 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 26.615 | -6,81 | 850 | -5,25 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 158.880 | 0,97 | 5.071 | 2,63 | ||||
| 2026-02-10 | 13F | Allianz Investment Management Llc | 116.920 | 3.732 | ||||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 8.666 | 0,00 | 277 | 2,21 | ||||
| 2026-01-26 | 13F | SMART Wealth LLC | 47.768 | 1.525 | ||||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 2.081 | 0,00 | 66 | 1,54 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 21.973 | -8,59 | 701 | -7,03 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 935 | -4,59 | 30 | -3,33 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 18.293 | 0,00 | 584 | 1,57 | ||||
| 2026-02-06 | 13F | Blackston Financial Advisory Group, LLC | 22.895 | -5,86 | 731 | -4,33 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 96.923 | -5,23 | 3.094 | -3,70 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 19.324 | -70,60 | 617 | -70,16 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 8.134 | 0,00 | 260 | 1,57 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 902 | 29 | ||||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 235.918 | 93,65 | 7.530 | 96,86 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 11.781 | 5,39 | 376 | 7,12 | ||||
| 2026-01-27 | 13F | FSR Wealth Management Ltd. | 156.656 | -4,77 | 5.000 | -3,21 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 7.335 | 0,37 | 234 | 2,18 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 14.251 | 41,59 | 455 | 43,67 | ||||
| 2026-02-05 | 13F | Aegis Wealth Management, Inc. | 39.118 | 1.249 | ||||||
| 2026-01-07 | 13F | American Asset Management Inc. | 136.317 | -0,85 | 4.351 | 0,79 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 34.026 | 14,25 | 1.086 | 16,15 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 58.115 | -80,88 | 1.855 | -80,57 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 120.317 | 16,42 | 3.840 | 18,34 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 67.819 | 2.165 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 43.488 | -51,40 | 1 | -50,00 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 2.544 | -2,68 | 81 | -1,22 | ||||
| 2026-01-22 | 13F | Centennial Advisors, LLC | 46.213 | 1.475 | ||||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 77.909 | 8,61 | 2.487 | 10,39 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 102.383 | 2,34 | 3.268 | 4,01 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 73.978 | -4,46 | 2.361 | -2,88 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 9.522 | -24,16 | 304 | -23,10 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 892 | 0,00 | 28 | 0,00 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 19.612 | -17,35 | 626 | -16,11 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 27.000 | 862 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 25.022 | 0,00 | 799 | 1,66 | ||||
| 2026-02-02 | 13F | Allegheny Financial Group LTD | 8.208 | -8,88 | 262 | -7,45 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 89 | 3 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 2.193.335 | -11,38 | 70.008 | -9,93 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 66.553 | -7,57 | 2.124 | -6,06 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 10.944 | -1,91 | 349 | -0,29 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 37.514 | -9,02 | 1.197 | -7,50 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 482 | -82,57 | 15 | -82,56 | ||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 758 | -52,62 | 24 | -52,00 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 499.200 | 9,11 | 15.934 | 10,90 | ||||
| 2025-11-06 | 13F | Allianz Investment Management U.S. LLC | 5.000 | 0,00 | 157 | 4,67 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 6.667 | -30,31 | 213 | -29,33 | ||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | Crown Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 216.577 | -4,33 | 6.913 | -2,04 |

