Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 May ETF, omfatter Cypress Wealth Services, LLC, Avantax Advisory Services, Inc., Moors & Cabot, Inc., Ballast, Inc., Mml Investors Services, Llc, Consolidated Portfolio Review Corp, og Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 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 |
