Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Apr ETF comprennent Ballast, Inc., Gradient Investments LLC, Fortis Capital Management LLC, Patriot Financial Group Insurance Agency, LLC, Cypress Wealth Services, LLC, Kingsview Wealth Management, LLC, Castle Rock Wealth Management, LLC, et Capital A Wealth Management, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | PFG Advisors | 20 934 | 82,93 | 698 | 90,19 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 281 | 32,55 | 9 | 50,00 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 36 613 | 110,80 | 1 222 | 119,21 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 28 170 | 23,95 | 940 | 28,81 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 9 351 | 2,03 | 312 | 6,12 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 15 128 | 50,50 | 505 | 51,81 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 78 574 | 8,26 | 2 621 | 12,54 | ||||
2025-08-12 | 13F | LPL Financial LLC | 48 515 | 52,61 | 1 619 | 58,63 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 48 898 | 3,64 | 1 631 | 7,73 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 343 | 378 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 25 014 | 3,61 | 835 | 7,75 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 8 980 | 300 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 99 462 | 177,66 | 3 318 | 188,77 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15 444 | 20,66 | 515 | 25,61 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 334 632 | 17,62 | 11 164 | 22,29 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 172 400 | 19,10 | 6 | 25,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 000 525 | 13,19 | 33 | 17,86 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6 911 | 4,22 | 231 | 8,49 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6 709 | 225 | ||||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 54 977 | 774,73 | 1 834 | 812,44 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 463 317 | 22,04 | 15 456 | 26,88 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | 0 | ||||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 14 336 | 478 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 66 295 | 22,13 | 2 212 | 27,00 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 28 240 | 942 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 692 | 1,47 | 23 | 9,52 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 18 812 | 11,23 | 628 | 15,47 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15 310 | 511 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 50 361 | 35,29 | 2 | 0,00 | ||||
2025-07-29 | 13F | Ballast, Inc. | 54 977 | 1 834 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 208 447 | 2,62 | 6 954 | 6,69 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 22 308 | 744 | ||||||
2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF | 69 467 | 51,86 | 2 223 | 45,87 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49 898 | 17,26 | 2 | 0,00 |