Purchases and Sales Made in Q4 2024 in Aim ETF Tr Allianzim Us Lg Cap (SIXO)
This table provides information about the institutional ownership of Aim ETF Tr Allianzim Us Lg Cap (SIXO) during Q4 2024. The information is specifically focused on institutions that hold shares of AIM ETF TR ALLIANZIM US LG CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
360K+ 294.31% |
$11.4M - $11.8M
|
482K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
306KNew |
$9.65M - $10M
|
306K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
301KNew |
$9.5M - $9.88M
|
301K
$9.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
159KNew |
$5.01M - $5.21M
|
159K
$5.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
156KNew |
$4.91M - $5.11M
|
156K
$5.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
125K+ 672.33% |
$3.96M - $4.12M
|
144K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
89.6KNew |
$2.83M - $2.94M
|
89.6K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
82.4K+ 966.75% |
$2.6M - $2.7M
|
90.9K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69.6KNew |
$2.2M - $2.29M
|
69.6K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
68.3K+ 616.96% |
$2.16M - $2.24M
|
79.4K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
30.1KNew |
$948K - $987K
|
30.1K
$992K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.1K+ 17.35% |
$856K - $890K
|
183K
$6.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
18.5KNew |
$584K - $607K
|
18.5K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
16.1KNew |
$508K - $529K
|
16.1K
$532K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.8KNew |
$466K - $485K
|
14.8K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.1KNew |
$414K - $431K
|
13.1K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.49KNew |
$268K - $279K
|
8.49K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.61KNew |
$208K - $217K
|
6.61K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.59K+ 5.36% |
$176K - $184K
|
110K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.96K+ 5.91% |
$125K - $130K
|
70.9K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.91K+ 26.48% |
$123K - $129K
|
18.7K
$617K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.21KNew |
$69.6K - $72.5K
|
2.21K
$72.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.31K+ 631.88% |
$41.3K - $43K
|
1.52K
$50K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
966+ 7.01% |
$30.5K - $31.7K
|
14.7K
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
818New |
$25.8K - $26.9K
|
818
$27K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
274+ 1096.0% |
$8.64K - $9K
|
299
$9.87K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-300- 2.62% |
$9.47K - $9.85K
|
11.1K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.46K- 7.39% |
$77.7K - $80.9K
|
30.9K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-18.3K- 64.53% |
$576K - $599K
|
10K
$331K
|