Purchases and Sales Made in Q4 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 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
|
- |
217K+ 13.13% |
$6.24M - $6.76M
|
1.87M
$0
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
121KNew |
$3.48M - $3.77M
|
121K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
70.9KNew |
$2.04M - $2.21M
|
70.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.7K+ 233.54% |
$1.84M - $1.99M
|
91K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
52.6KNew |
$1.52M - $1.64M
|
52.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.7KNew |
$1M - $1.08M
|
34.7K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
28K+ 120.67% |
$806K - $873K
|
51.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.4KNew |
$587K - $636K
|
20.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.5KNew |
$534K - $579K
|
18.5K
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18.5KNew |
$534K - $578K
|
18.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.5KNew |
$532K - $577K
|
18.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 176.38% |
$450K - $488K
|
24.5K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.3KNew |
$327K - $354K
|
11.3K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.3KNew |
$325K - $352K
|
11.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 5.78% |
$297K - $322K
|
189K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.67K+ 4.05% |
$279K - $302K
|
248K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.34KNew |
$211K - $229K
|
7.34K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.08KNew |
$204K - $221K
|
7.08K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.01KNew |
$202K - $219K
|
7.01K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
4.51K+ 8.71% |
$130K - $141K
|
56.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.03K+ 6.29% |
$116K - $126K
|
68.2K
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 14.16% |
$65.6K - $71.1K
|
18.3K
$0
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.67KNew |
$48K - $52K
|
1.67K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
946New |
$27.3K - $29.5K
|
946
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
500New |
$14.4K - $15.6K
|
500
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
399New |
$11.5K - $12.5K
|
399
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
250+ 15.15% |
$7.21K - $7.81K
|
1.9K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
22+ 22.68% |
$634 - $687
|
119
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-23- 6.91% |
$663 - $718
|
310
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-160- 7.77% |
$4.61K - $5K
|
1.9K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-315- 4.54% |
$9.08K - $9.83K
|
6.63K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-498- 5.25% |
$14.4K - $15.5K
|
8.99K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-546- 0.92% |
$15.7K - $17K
|
58.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.06K- 7.05% |
$30.5K - $33K
|
14K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.93K- 4.47% |
$55.7K - $60.3K
|
41.3K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.2K- 5.28% |
$63.3K - $68.5K
|
39.4K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.25K- 23.47% |
$64.7K - $70.1K
|
7.32K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.38K- 1.83% |
$68.6K - $74.3K
|
128K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.03K- 10.79% |
$87.2K - $94.4K
|
25K
$0
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.87K- 1.76% |
$111K - $121K
|
216K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6.88K- 5.41% |
$198K - $215K
|
120K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.5K- 5.03% |
$245K - $265K
|
161K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.6K- 30.04% |
$796K - $862K
|
64.3K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.6K- 36.64% |
$852K - $923K
|
51.1K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-71.4K- 4.58% |
$2.06M - $2.23M
|
1.49M
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-117K- 48.3% |
$3.37M - $3.65M
|
125K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-120KClosed |
$3.47M - $3.75M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241K- 30.46% |
$6.94M - $7.52M
|
550K
$0
|