Purchases and Sales Made in Q4 2023 in Aim ETF Prods Tr Allianzim Us (AZAJ)
This table provides information about the institutional ownership of Aim ETF Prods Tr Allianzim Us (AZAJ) during Q4 2023. The information is specifically focused on institutions that hold shares of AIM ETF PRODS TR ALLIANZIM US .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.33M+ 3867.32% |
$35.9M - $41.3M
|
1.36M
$0
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
377KNew |
$10.2M - $11.7M
|
377K
$0
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
107KNew |
$2.9M - $3.33M
|
107K
$0
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
58.4KNew |
$1.58M - $1.82M
|
58.4K
$0
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$353K - $406K
|
13.1K
$0
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.33K+ 75.96% |
$253K - $290K
|
21.6K
$0
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.5KNew |
$176K - $202K
|
6.5K
$0
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.47KNew |
$175K - $201K
|
6.47K
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.01KNew |
$54.4K - $62.5K
|
2.01K
$0
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
642+ 6.42% |
$17.4K - $20K
|
10.6K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
630+ 2.58% |
$17.1K - $19.6K
|
25K
$0
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
250+ 1.85% |
$6.77K - $7.78K
|
13.8K
$0
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
144New |
$3.9K - $4.48K
|
144
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-38- 0.32% |
$1.03K - $1.18K
|
11.9K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-377- 3.79% |
$10.2K - $11.7K
|
9.56K
$0
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-443- 2.57% |
$12K - $13.8K
|
16.8K
$0
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-858- 3.86% |
$23.2K - $26.7K
|
21.3K
$0
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.65K- 91.96% |
$44.6K - $51.2K
|
144
$0
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.9K- 7.39% |
$106K - $121K
|
48.9K
$0
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-9.72K- 20.19% |
$263K - $302K
|
38.4K
$0
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10K- 5.86% |
$271K - $312K
|
161K
$0
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.9K- 40.35% |
$756K - $869K
|
41.3K
$0
|