Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF includono Authentikos Wealth Advisory, LLC, AIM ETF Products Trust - AllianzIM Buffer15 Uncapped Allocation ETF, Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, Howard Bailey Securities, Llc, SMART Wealth LLC, FSR Wealth Management Ltd., Kestra Private Wealth Services, Llc, Great Lakes Retirement, Inc., LifeWealth Investments, LLC, Family Wealth Group, LLC, Patriot Financial Group Insurance Agency, LLC, Transce3nd, LLC, Park Square Financial Group, LLC, Decker Retirement Planning Inc., Richard W. Paul & Associates, LLC, e Pineridge Advisors LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 33.598 | 883 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 120.898 | 2,48 | 3.176 | 9,25 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 18.354 | 15,84 | 482 | 23,59 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 7.803 | 205 | ||||||
2025-08-13 | 13F | SMART Wealth LLC | 13.104 | 344 | ||||||
2025-08-04 | 13F | Family Wealth Group, LLC | 8.859 | 233 | ||||||
2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer15 Uncapped Allocation ETF | 74.029 | 1.823 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 43.725 | 331,47 | 1.149 | 361,04 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 199.776 | 50,42 | 5.248 | 60,34 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 11.028 | 290 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 134.174 | 19,10 | 3.525 | 26,95 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13.576 | 0,91 | 357 | 7,55 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 26.472 | 18,36 | 695 | 26,13 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 105.943 | 216.110,20 | 2.783 | 278.200,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11.281 | 296 | ||||||
2025-08-11 | 13F | Pineridge Advisors LLC | 11 | 0 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 651 | 17 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.888 | 207 | ||||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 116 | 3 | ||||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 12.441 | 327 | ||||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 57.044 | 1.499 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 321.195 | 286.681,25 | 8.438 | 421.800,00 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 10.023 | 263 | ||||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 14.922 | 392 | ||||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 271.467 | 7.132 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 412 | 11 | ||||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 32 | 1 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |