Latest Institutional Transactions on Aim ETF Prods Tr Allianzim U S (AZBA)
This table provides information on the latest institutional transactions involving Aim ETF Prods Tr Allianzim U S (AZBA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.99K+ 8.26% |
N/A
|
78.6K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
280+ 4.22% |
N/A
|
6.91K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.71KNew |
N/A
|
6.71K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-700- 2.13% |
N/A
|
32.2K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 11.23% |
N/A
|
18.8K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
871+ 3.61% |
N/A
|
25K
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
35KNew |
N/A
|
35K
$0
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
555+ 61.67% |
N/A
|
1.46K
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
91New |
N/A
|
91
$0
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
842New |
N/A
|
842
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13K- 16.83% |
N/A
|
64.4K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-632- 8.78% |
N/A
|
6.57K
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.99KNew |
N/A
|
9.99K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.68K- 69.28% |
N/A
|
4.29K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5+ 0.03% |
N/A
|
14.5K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-300- 78.95% |
N/A
|
80
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5.71KNew |
N/A
|
5.71K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-400- 10.0% |
N/A
|
3.6K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 99.83% |
N/A
|
21
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 0.09% |
N/A
|
22.4K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
917New |
N/A
|
917
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
614+ 6.99% |
N/A
|
9.4K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
19.2K+ 115.05% |
N/A
|
35.8K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61- 0.41% |
N/A
|
14.9K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.37K+ 0.65% |
N/A
|
213K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-426K- 97.36% |
N/A
|
11.6K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
424New |
N/A
|
424
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.42K- 16.03% |
N/A
|
12.7K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.64K- 76.2% |
N/A
|
1.45K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
43.5K+ 414.48% |
N/A
|
54K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-105- 7.63% |
N/A
|
1.27K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 2.99% |
N/A
|
163K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 5.14% |
N/A
|
36.2K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.97KNew |
N/A
|
9.97K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.92K+ 35.84% |
N/A
|
18.7K
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
39New |
N/A
|
39
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9.78KNew |
$0 - $291K
|
9.78K
$0
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
140New |
$0 - $4.17K
|
140
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.03K- 0.69% |
$0 - $30.8K
|
148K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
162K+ 333.35% |
$0 - $4.82M
|
211K
$0
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
49.4KNew |
$0 - $1.47M
|
49.4K
$0
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.7K- 37.57% |
$0 - $140K
|
7.8K
$0
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
2.2KNew |
$0 - $65.5K
|
2.2K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 20.94% |
$0 - $29.8K
|
3.78K
$0
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
417New |
$11.4K - $12.3K
|
417
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-273- 97.85% |
$7.49K - $8.06K
|
6
$0
|
|