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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
   COMMONWEALTH EQUITY SERVICES LLC. 472 - 2024-03-31 698,646 $21,141,000 -30,379
   Advisor Group Holdings Inc. 553 - 2023-12-31 553,286 $16,327,000 -655,948
   JANE STREET GROUP LLC 676 - 2023-12-31 518,464 $15,300,000 507,148
   RAYMOND JAMES & ASSOCIATES 1414 *New 2024-03-31 211,415 $6,397,000 211,415
   ENVESTNET ASSET MANAGEMENT INC 1829 - 2023-12-31 184,983 $5,459,000 -94,814
   Outlook Wealth Advisors LLC 14 - 2024-03-31 158,259 $4,789,000 158,259
   FINANCIAL NETWORK 626 - 2023-12-31 149,110 $4,400,000 -3,019
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1315 - 2023-12-31 129,885 $3,833,000 106,977
   CENTAURUS FINANCIAL INC. 90 - 2023-12-31 116,674 $3,443,000 -4,815
   Strategic Blueprint LLC 128 - 2024-03-31 75,179 $2,275,000 2,041
   MULTIFINANCIAL SECURITIES CORP 624 - 2023-12-31 48,611 $1,435,000 -8,475
   MML INVESTORS SERVICES LLC 1211 - 2023-12-31 42,850 $1,265,000 19,885
   Kestra Advisory Services LLC 1018 - 2023-12-31 41,137 $1,214,000 -1,757
   Epic Trust Investment Advisors LLC 12 - 2024-03-31 38,182 $1,155,000 0
   Cetera Investment Advisers 1077 - 2023-12-31 35,946 $1,061,000 -11,386
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1813 - 2024-03-31 28,689 $868,000 -1,155
   Focus Financial Network Inc. 326 - 2024-03-31 21,430 $635,000 0
   Long Island Wealth Management Inc. 43 - 2023-12-31 21,313 $629,000 0
   Feltz Wealth PLAN Inc. 199 - 2023-12-31 19,669 $580,000 2,376
   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
   Csenge Advisory Group 477 *New 2024-03-31 13,731 $416,000 13,731
   Main Street Financial Solutions LLC 365 - 2024-03-31 12,800 $387,000 0
   Wealthquest Corp 89 - 2023-12-31 12,498 $369,000 -77
   DHJJ Financial Advisors Ltd. 101 - 2024-03-31 11,338 $343,000 -127
   LPL FINANCIAL CORP 3938 *New 2023-12-31 11,235 $332,000 11,235
   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
   H D Vest Advisory Services 1247 - 2023-12-31 9,724 $287,000 -1,270
   CITADEL ADVISORS LLC 4411 - 2023-12-31 6,872 $203,000 6,872
   Prestige Wealth Management Group LLC 156 - 2024-03-31 6,093 $184,000 0
   BANK OF AMERICA CORP /DE/ 5060 *New 2023-12-31 5,950 $176,000 5,950
   CREATIVE FINANCIAL DESIGNS INC /ADV 492 - 2024-03-31 4,725 $143,000 0
   Allianz Investment Management U.S. LLC 34 - 2023-12-31 4,000 $118,000 0
   AdvisorNet Financial Inc 600 - 2024-03-31 3,775 $114,000 -1,000
   ROYAL BANK OF CANADA 5358 - 2023-12-31 1,482 $44,000 0
   UBS Group AG 5475 - 2023-12-31 1,139 $34,000 127
   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
   TWO SIGMA SECURITIES LLC 1637 *Closed 2023-12-31 0 $0 -8,665
   AE Wealth Management LLC 2136 *Closed 2023-12-31 0 $0 -492,158
   PROEQUITIES INC. 5443 - 2024-03-31 0 $0 0
   Impact Partnership Wealth LLC 967 *Closed 2023-12-31 0 $0 -3,649
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 791 - 2023-12-31 6 $0 -273
   Authentikos Wealth Advisory LLC 461 *Closed 2023-12-31 0 $0 -11
   OLD MISSION CAPITAL LLC 1207 *Closed 2023-12-31 0 $0 -11,129
  49 Records found
  1    
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