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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    0
Total shares held : 
1,014,061  
% of shares held : 
6.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-22,182  
% of shares held change : 
  -0.15%  
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 :
3
 102,243
 10.08%
 
Increased Positions :
9
 105,896
 10.44%
 
Unchanged Positions :
4
 10,866
 1.07%
 
Decreased Positions :
9
-186,957
-18.44%
 
Closed Positions :
3
-43,364
-4.28%
 
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
   Allianz Investment Management U.S. LLC 12 - 2023-12-31 265,887 $7,663,000 -33,000
   Advisor Group Holdings Inc. 1578 - 2023-12-31 99,333 $2,868,000 -106,068
   COMMONWEALTH EQUITY SERVICES LLC. 1469 - 2023-12-31 93,066 $2,687,000 17,810
   Atria Wealth Solutions Inc. 512 - 2023-12-31 90,975 $2,627,000 23,699
   JANNEY MONTGOMERY SCOTT LLC 1086 *New 2023-12-31 71,005 $2,050,000 71,005
   WealthPlan Investment Management LLC 83 - 2023-12-31 47,081 $1,359,000 -38,063
   Strategic Blueprint LLC 222 - 2024-03-31 39,671 $1,173,000 2,943
   FINANCIAL NETWORK 1294 - 2023-12-31 38,590 $1,114,000 -1,391
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1655 - 2024-03-31 36,980 $1,093,000 25,857
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 259 - 2024-03-31 34,419 $1,018,000 -3,723
   AE Wealth Management LLC 1141 - 2023-12-31 34,847 $1,016,000 34,847
   ENVESTNET ASSET MANAGEMENT INC 2969 - 2023-12-31 32,065 $926,000 3,170
   Cetera Investment Advisers 1231 - 2023-12-31 27,646 $798,000 16,888
   LPL FINANCIAL CORP 3499 - 2023-12-31 20,000 $577,000 -115
   CITADEL ADVISORS LLC 3495 - 2023-12-31 19,270 $556,000 -2,418
   JANE STREET GROUP LLC 3924 - 2023-12-31 17,318 $500,000 -2,329
   Kestra Advisory Services LLC 1648 - 2023-12-31 13,862 $400,000 5,148
   Main Street Financial Solutions LLC 425 - 2024-03-31 9,650 $285,000 0
   MULTIFINANCIAL SECURITIES CORP 1492 - 2023-12-31 9,125 $263,000 200
   HARBOUR INVESTMENTS INC. 922 - 2023-12-31 5,894 $170,000 1,107
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 396 - 2024-03-31 1,200 $35,000 0
   US BANCORP 3221 *New 2023-12-31 400 $12,000 400
   DHJJ Financial Advisors Ltd. 655 - 2024-03-31 16 $0 0
   Mid-American Wealth Advisory Group Inc. 48 *Closed 2024-03-31 0 $0 -30,838
   Authentikos Wealth Advisory LLC 456 *Closed 2023-12-31 0 $0 -130
   PROEQUITIES INC. 9013 - 2023-12-31 0 $0 0
   CENTAURUS FINANCIAL INC. 816 *Closed 2023-12-31 0 $0 -3,702
   Feltz Wealth PLAN Inc. 336 *Closed 2023-12-31 0 $0 -43,223

  28 Records found
  1    
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