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 Oct ETF comprennent Merit Financial Group, LLC, Brookstone Capital Management, et Allworth Financial LP .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
