Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF termasuk Merit Financial Group, LLC, Brookstone Capital Management, dan Allworth Financial LP .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |