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Get Institutions for : 
Allianzim Us Large Cap 6 Month Buffer10 (SIXJ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    6
Total shares held : 
 4,962,144  
% of shares held : 
 55.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 315,984  
% of shares held change : 
   3.51%  
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 :
11
 516,764
 10.41%
 
Increased Positions :
6
 108,559
 2.19%
 
Unchanged Positions :
7
 52,462
 1.06%
 
Decreased Positions :
16
-252,954
-5.1%
 
Closed Positions :
5
-56,385
-1.14%
 
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 74 - 2023-12-31 1,926,500 $52,709,000 74,122
   Advisor Group Holdings Inc. 584 - 2023-12-31 567,521 $15,064,000 -116,059
   RFG Advisory Group LLC 49 - 2024-03-31 332,472 $9,238,000 332,472
   Allianz Investment Management U.S. LLC 10 - 2023-12-31 311,383 $8,233,000 -47,500
   COMMONWEALTH EQUITY SERVICES LLC. 932 - 2023-12-31 248,009 $6,583,000 -47
   ENVESTNET ASSET MANAGEMENT INC 1714 - 2023-12-31 245,107 $6,506,000 15,397
   LINCOLN NATIONAL CORP 107 - 2023-12-31 238,952 $6,343,000 -1,967
   FINANCIAL NETWORK 504 - 2023-12-31 222,055 $5,894,000 5,629
   B.O.S.S. Retirement Advisors LLC 55 - 2023-12-31 95,436 $2,533,000 -4,325
   JANNEY MONTGOMERY SCOTT LLC 1066 *New 2023-12-31 80,252 $2,130,000 80,252
   RETIREMENT GUYS FORMULA LLC 28 - 2024-03-31 71,823 $1,996,000 -1,650
   Great Lakes Retirement Inc. 65 - 2023-12-31 73,356 $1,947,000 -20,897
   Orion Portfolio Solutions LLC 704 *New 2023-12-31 64,695 $1,720,000 64,695
   Strategic Blueprint LLC 183 - 2024-03-31 51,896 $1,442,000 305
   Atria Wealth Solutions Inc. 748 - 2023-12-31 49,440 $1,312,000 11,861
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 255 - 2024-03-31 37,154 $1,032,000 -4,087
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1778 - 2024-03-31 33,191 $922,000 16,981
   SECURED RETIREMENT ADVISORS LLC 55 - 2023-12-31 25,024 $664,000 0
   Authentikos Wealth Advisory LLC 33 - 2023-12-31 24,889 $661,000 -7,060
   MULTIFINANCIAL SECURITIES CORP 1073 - 2023-12-31 20,598 $547,000 -1,399
   Cetera Investment Advisers 1464 *New 2023-12-31 19,442 $516,000 19,442
   BCGM Wealth Management LLC 80 - 2023-12-31 17,865 $474,000 0
   JANE STREET GROUP LLC 4000 *New 2023-12-31 17,522 $465,000 17,522
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2578 *New 2024-03-31 16,102 $447,000 16,102
   LPL FINANCIAL CORP 3829 *New 2023-12-31 14,243 $378,000 14,243
   Kestra Advisory Services LLC 1746 - 2023-12-31 12,874 $342,000 1,535
   Retirement Group LLC 85 - 2023-12-31 8,538 $287,000 0
   Resources Investment Advisors Inc. 953 *New 2023-12-31 10,000 $265,000 10,000
   CREATIVE PLANNING 2272 *New 2023-12-31 8,906 $236,000 8,906
   CENTAURUS FINANCIAL INC. 574 - 2023-12-31 8,117 $215,000 142
   ADVISORY SERVICES NETWORK, LLC 1428 *New 2023-12-31 5,400 $143,000 5,400
   HARBOUR INVESTMENTS INC. 1119 - 2023-12-31 3,908 $104,000 -10,075
   Pineridge Advisors LLC - 2023-12-31 1,276 $34,000 0
   US BANCORP 2886 *New 2023-12-31 1,000 $27,000 1,000
   NBC SECURITIES INC. 1427 - 2024-03-31 725 $21,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 414 - 2023-12-31 345 $9,000 -158
   CREATIVE FINANCIAL DESIGNS INC /ADV 1139 - 2023-12-31 300 $8,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 85 $2,000 15
   TUCKER ASSET MANAGEMENT LLC 839 *New 2023-12-31 31 $1,000 31
   J P MORGAN CHASE & CO 5529 *New 2023-12-31 27 $1,000 27
   CITADEL ADVISORS LLC 5558 *Closed 2023-12-31 0 $0 -13,964
   DHJJ Financial Advisors Ltd. 654 - 2024-03-31 10 $0 0
   HANSON MCCLAIN, INC. 3461 *New 2024-03-31 11 $0 11
   Pitti Group Wealth Management LLC 63 *Closed 2024-03-31 0 $0 -10,821
   Kingdom Financial Group LLC. 77 *Closed 2023-12-31 0 $0 -1,859
   UBS Group AG 8074 *Closed 2023-12-31 0 $0 -1,814
   Mid-American Wealth Advisory Group Inc. 50 *Closed 2024-03-31 0 $0 -159,124
   Lloyd Advisory Services LLC. 151 *Closed 2024-03-31 0 $0 -295,277
   PROEQUITIES INC. 9011 - 2023-12-31 0 $0 0
   Feltz Wealth PLAN Inc. 338 *Closed 2023-12-31 0 $0 -10,465
  50 Records found
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