Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jan ETF, omfatter 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 side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | SPBW - 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 |
