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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    7
Total shares held : 
 2,523,810  
% of shares held : 
 95.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 95,291  
% of shares held change : 
   3.62%  
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 :
1
 7,475
 0.3%
 
Increased Positions :
3
 964,928
 38.23%
 
Unchanged Positions :
3
 10,282
 0.41%
 
Decreased Positions :
11
-699,745
-27.73%
 
Closed Positions :
8
-177,367
-7.03%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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 152 - 2023-12-31 1,036,428 $28,331,000 -637,416
   Allianz Investment Management U.S. LLC 21 - 2023-12-31 164,381 $4,437,000 -30,000
   COMMONWEALTH EQUITY SERVICES LLC. 1584 - 2024-03-31 93,555 $2,604,000 -188
   Kestra Advisory Services LLC 708 - 2023-12-31 90,138 $2,436,000 -5,446
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2175 - 2024-03-31 49,766 $1,385,000 -873,885
   Advisor Group Holdings Inc. 2204 - 2024-03-31 40,739 $1,134,000 1,216
   Atria Wealth Solutions Inc. 973 - 2023-12-31 28,713 $776,000 -140
   CENTAURUS FINANCIAL INC. 324 - 2023-12-31 22,500 $608,000 0
   Cetera Investment Advisers 1528 - 2023-12-31 16,876 $456,000 -2,868
   CITADEL ADVISORS LLC 3903 - 2023-12-31 13,332 $360,000 13,332
   LPL FINANCIAL CORP 4020 - 2024-03-31 12,055 $336,000 4,580
   FINANCIAL NETWORK 2498 - 2023-12-31 7,781 $210,000 -393
   HARBOUR INVESTMENTS INC. 904 - 2023-12-31 6,572 $178,000 -119
   TUCKER ASSET MANAGEMENT LLC 385 *New 2023-12-31 663 $18,000 663
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 505 - 2024-03-31 444 $12,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 392 - 2023-12-31 424 $11,000 -271
   UBS Group AG 6203 - 2023-12-31 310 $8,000 -3,171
   Pineridge Advisors LLC - 2023-12-31 214 $6,000 0
   Sound Income Strategies LLC 920 *New 2024-03-31 186 $5,000 186
   Richard W. Paul & Associates LLC *Closed 2023-12-31 0 $0 -42
   Authentikos Wealth Advisory LLC 213 *Closed 2023-12-31 0 $0 -18,612
   Impact Partnership Wealth LLC 867 *Closed 2023-12-31 0 $0 -6,215
   PROEQUITIES INC. 5881 - 2024-03-31 0 $0 0
   Outlook Wealth Advisors LLC 268 *Closed 2024-03-31 0 $0 -84,181
   ENVESTNET ASSET MANAGEMENT INC 4091 *Closed 2023-12-31 0 $0 -10,459
   RFG Advisory Group LLC 735 *Closed 2024-03-31 0 $0 -9,838
   OLD MISSION CAPITAL LLC 1250 *Closed 2023-12-31 0 $0 -17,845
  27 Records found
  1    
  Page 1 of 1
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