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Get Institutions for : 
Allianzim Us Large Cap Buffer20 Apr Etf (AZBA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    4
Total shares held : 
 2,824,302  
% of shares held : 
 31.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -752,103  
% of shares held change : 
   -8.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 17,185
 0.61%
 
Increased Positions :
7
 646,741
 22.9%
 
Unchanged Positions :
10
 66,470
 2.35%
 
Decreased Positions :
18
-874,234
-30.95%
 
Closed Positions :
6
-541,795
-19.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AE Wealth Management LLC 31 - 2024-03-31 1,720,647 $52,067,000 1,720,647
   COMMONWEALTH EQUITY SERVICES LLC. 472 - 2024-03-31 698,646 $21,141,000 -30,379
   Advisor Group Holdings Inc. 852 - 2024-03-31 229,929 $6,958,000 -323,357
   RAYMOND JAMES & ASSOCIATES 1414 *New 2024-03-31 211,415 $6,397,000 211,415
   MULTIFINANCIAL SECURITIES CORP 378 - 2024-03-31 210,657 $6,374,000 162,046
   ENVESTNET ASSET MANAGEMENT INC 1996 - 2024-03-31 158,751 $4,804,000 -26,232
   Outlook Wealth Advisors LLC 14 - 2024-03-31 158,259 $4,789,000 158,259
   FINANCIAL NETWORK 674 - 2024-03-31 148,077 $4,481,000 -1,033
   CENTAURUS FINANCIAL INC. 99 - 2024-03-31 109,471 $3,313,000 -7,203
   Certified Advisory Corp 80 *New 2024-03-31 93,340 $2,824,000 93,340
   Great Lakes Retirement Inc. 65 *New 2024-03-31 76,482 $2,314,000 76,482
   Strategic Blueprint LLC 128 - 2024-03-31 75,179 $2,275,000 2,041
   LPL FINANCIAL CORP 2419 - 2024-03-31 73,469 $2,223,000 62,234
   Kestra Advisory Services LLC 903 - 2024-03-31 62,131 $1,880,000 20,994
   Authentikos Wealth Advisory LLC 18 - 2024-03-31 49,412 $1,495,000 49,412
   MML INVESTORS SERVICES LLC 1263 - 2024-03-31 42,503 $1,286,000 -347
   Epic Trust Investment Advisors LLC 12 - 2024-03-31 38,182 $1,155,000 0
   Clear Point Advisors Inc. 27 - 2024-03-31 36,059 $1,091,000 0
   WEALTHSOURCE PARTNERS LLC 215 - 2023-12-31 30,694 $906,000 -450
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 276 - 2024-03-31 29,797 $902,000 -10,444
   Cetera Investment Advisers 940 - 2024-03-31 29,257 $885,000 -6,689
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1813 - 2024-03-31 28,689 $868,000 -1,155
   Long Island Wealth Management Inc. 47 - 2024-03-31 21,313 $645,000 0
   Focus Financial Network Inc. 326 - 2024-03-31 21,430 $635,000 0
   Atria Wealth Solutions Inc. 1142 *New 2024-03-31 20,544 $622,000 20,544
   REGAL INVESTMENT ADVISORS, LLC 337 *New 2024-03-31 18,261 $553,000 18,261
   Accurate Wealth Management LLC 144 - 2024-03-31 18,068 $533,000 972
   Compass Advisory Group LLC 54 - 2024-03-31 16,649 $504,000 0
   Kingdom Financial Group LLC. 32 *New 2024-03-31 15,117 $457,000 15,117
   H D Vest Advisory Services 1112 - 2024-03-31 14,230 $431,000 4,506
   Csenge Advisory Group 477 *New 2024-03-31 13,731 $416,000 13,731
   GeoWealth Management LLC 487 *New 2024-03-31 13,416 $406,000 13,416
   Main Street Financial Solutions LLC 365 - 2024-03-31 12,800 $387,000 0
   DHJJ Financial Advisors Ltd. 101 - 2024-03-31 11,338 $343,000 -127
   LINCOLN NATIONAL CORP 913 - 2024-03-31 10,600 $321,000 0
   ACCESS FINANCIAL SERVICES INC. 85 *New 2024-03-31 10,500 $318,000 10,500
   CITADEL ADVISORS LLC 4195 - 2024-03-31 9,931 $301,000 3,059
   POM Investment Strategies LLC 26 *New 2024-03-31 9,777 $296,000 9,777
   Wealthquest Corp 117 - 2024-03-31 7,803 $236,000 -4,695
   Prestige Wealth Management Group LLC 156 - 2024-03-31 6,093 $184,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 492 - 2024-03-31 4,725 $143,000 0
   BANK OF AMERICA CORP /DE/ 5077 - 2024-03-31 4,500 $136,000 -1,450
   Allianz Investment Management U.S. LLC 37 - 2024-03-31 4,000 $121,000 0
   AdvisorNet Financial Inc 600 - 2024-03-31 3,775 $114,000 -1,000
   Stuart Chaussee & Associates Inc. 51 *New 2024-03-31 2,200 $67,000 2,200
   ROYAL BANK OF CANADA 4977 - 2024-03-31 1,482 $45,000 0
   Pineridge Advisors LLC 146 *New 2024-03-31 1,377 $42,000 1,377
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 455 - 2024-03-31 682 $21,000 0
   TUCKER ASSET MANAGEMENT LLC 446 *New 2023-12-31 417 $12,000 417
   IFP Advisors Inc 2460 - 2023-12-31 133 $4,000 -277
   Richard W. Paul & Associates LLC 371 *New 2024-03-31 140 $4,000 140
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 672 - 2024-03-31 6 $0 0
   Feltz Wealth PLAN Inc. 298 *Closed 2024-03-31 0 $0 -19,669
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5924 *Closed 2024-03-31 0 $0 -129,885
   JANE STREET GROUP LLC 5556 *Closed 2024-03-31 0 $0 -518,464
   PROEQUITIES INC. 5443 - 2024-03-31 0 $0 0
   UBS Group AG 8324 *Closed 2024-03-31 0 $0 -1,139
  57 Records found
  1    
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