Purchases and Sales Made in Q2 2023 in Aim ETF Prods Tr Allianzim Us (AZBL)
This table provides information about the institutional ownership of Aim ETF Prods Tr Allianzim Us (AZBL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
506K+ 49.98% |
$0 - $15.1M
|
1.52M
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 9.5% |
$0 - $3.18M
|
1.23M
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76K+ 194.06% |
$0 - $2.26M
|
115K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.5K+ 116.76% |
$0 - $1.15M
|
71.5K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.6K+ 252.35% |
$0 - $852K
|
39.9K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
22.4KNew |
$0 - $668K
|
22.4K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12.5K+ 75.3% |
$0 - $372K
|
29.1K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.13KNew |
$0 - $242K
|
8.13K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
6.56KNew |
$0 - $195K
|
6.56K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.16K+ 55.6% |
$0 - $154K
|
14.4K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.56K+ 7.97% |
$0 - $106K
|
48.2K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.46K+ 2.84% |
$0 - $103K
|
125K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.57KNew |
$0 - $76.6K
|
2.57K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.06KNew |
$0 - $61.4K
|
2.06K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.36KNew |
$0 - $40.6K
|
1.36K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.19K+ 16985.71% |
$0 - $35.4K
|
1.2K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 23.94% |
$0 - $8.94K
|
1.55K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7New |
$0 - $209
|
7
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-29- 52.73% |
$0 - $864
|
26
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-46- 0.45% |
$0 - $1.37K
|
10.1K
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-151- 2.67% |
$0 - $4.5K
|
5.5K
$0
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-151- 2.67% |
$0 - $4.5K
|
5.5K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-350- 1.43% |
$0 - $10.4K
|
24K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-508- 1.17% |
$0 - $15.1K
|
42.9K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.65K- 4.11% |
$0 - $49.2K
|
38.5K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.75K- 5.64% |
$0 - $81.8K
|
46K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.64K- 15.11% |
$0 - $108K
|
20.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.22K- 22.39% |
$0 - $126K
|
14.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.33K- 18.35% |
$0 - $278K
|
41.5K
$0
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-22.9K- 12.1% |
$0 - $683K
|
166K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.4K- 16.57% |
$0 - $786K
|
133K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.2K- 62.64% |
$0 - $870K
|
17.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.2K- 24.0% |
$0 - $2.81M
|
298K
$0
|