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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    7
Total shares held : 
 9,863,431  
% of shares held : 
 10.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 7,365,023  
% of shares held change : 
   8.18%  
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 :
10
 984,219
 9.98%
 
Increased Positions :
19
 6,507,445
 65.98%
 
Unchanged Positions :
7
 138,266
 1.4%
 
Decreased Positions :
11
-100,157
-1.02%
 
Closed Positions :
3
-26,484
-0.27%
 
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 15 - 2024-03-31 2,574,509 $80,930,000 -2,985,820
   AXXCESS WEALTH MANAGEMENT LLC 77 - 2024-03-31 279,844 $8,797,000 -65,268
   BCGM Wealth Management LLC 16 - 2024-03-31 121,808 $3,829,000 -7,465
   Great Lakes Retirement Inc. 42 - 2024-03-31 104,867 $3,297,000 -7,241
   IFP Advisors Inc 184 - 2023-12-31 84,957 $2,574,000 -189
   Authentikos Wealth Advisory LLC 15 - 2024-03-31 58,187 $1,829,000 -1,016
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 233 - 2024-03-31 36,333 $1,142,000 -11,037
   Spire Wealth Management 411 - 2024-03-31 26,825 $843,000 -4
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 84 - 2024-03-31 24,400 $767,000 -347
   WEALTHSOURCE PARTNERS LLC 337 - 2023-12-31 15,450 $468,000 -400
   Koshinski Asset Management Inc. 338 - 2024-03-31 14,310 $450,000 -6,375
   Kingdom Financial Group LLC. 43 - 2024-03-31 10,382 $326,000 -1,529
   Envestnet Portfolio Solutions Inc. 1318 - 2024-03-31 10,297 $324,000 -955
   HARBOUR INVESTMENTS INC. 700 - 2023-12-31 10,164 $308,000 -2,297
   DHJJ Financial Advisors Ltd. 122 - 2024-03-31 8,425 $265,000 -18
   Wealthquest Corp 111 - 2024-03-31 8,130 $256,000 -6,067
   Pineridge Advisors LLC 130 - 2024-03-31 1,687 $53,000 -134
  17 Records found
  1    
  Page 1 of 1
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