AZBJ Institutional Ownership
AllianzIM U.S. Large Cap Buffer20 Jan ETF
1W: +0.7%
1M: +1.1%
3M: +3.6%
1Y: +13.5%
$25.59
Last traded 2023-05-22 — delisted
Overview
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Institutional Ownership — AZBJ
95
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
280M
Total Invested
7
New Positions
26
Increased
40
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (97 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN ASSET MANAGEMENT INC. | 1,067,663 | $27M | -30,916 | -2.8% | 11Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 1,038,260 | $27M | +24,968 | +2.5% | 22Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 576,590 | $15M | -11,472 | -2.0% | 22Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 461,955 | $12M | +39,821 | +9.4% | 7Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 313,343 | $8M | +18,582 | +6.3% | 18Q | SEC ↗ |
| 6 | LPL Financial LLC | 267,032 | $7M | -10,082 | -3.6% | 11Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 260,206 | $7M | +1,012 | +0.4% | 15Q | SEC ↗ |
| 8 | Advyzon Investment Management, LLC | 219,635 | $6M | +82,370 | +60.0% | 4Q | SEC ↗ |
| 9 | POM Investment Strategies, LLC | 217,199 | $6M | +8,380 | +4.0% | 2Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 176,060 | $5M | -55,371 | -23.9% | 19Q | SEC ↗ |
| 11 | Allianz SE | 174,013 | $4M | +32,517 | +23.0% | 3Q | SEC ↗ |
| 12 | Wellment Financial | 152,142 | $4M | +2,737 | +1.8% | 7Q | SEC ↗ |
| 13 | Guardian Capital, LLC | 144,365 | $4M | +40,461 | +38.9% | 3Q | SEC ↗ |
| 14 | BCGM Wealth Management, LLC | 124,426 | $3M | — | +0.0% | 15Q | SEC ↗ |
| 15 | Outlook Wealth Advisors, LLC | 118,060 | $3M | +509 | +0.4% | 7Q | SEC ↗ |
| 16 | Compass Advisory Group LLC | 114,139 | $3M | -1,469 | -1.3% | 19Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 97,001 | $2M | +9,480 | +10.8% | 22Q | SEC ↗ |
| 18 | Long Island Wealth Management, Inc. | 94,923 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 19 | World Investment Advisors | 91,787 | $2M | +10,805 | +13.3% | 3Q | SEC ↗ |
| 20 | Ausdal Financial Partners, Inc. | 88,988 | $2M | +42,001 | +89.4% | 2Q | SEC ↗ |
| 21 | CENTAURUS FINANCIAL, INC. | 79,415 | $2M | -886 | -1.1% | 14Q | SEC ↗ |
| 22 | Spire Wealth Management | 69,662 | $2M | -582 | -0.8% | 11Q | SEC ↗ |
| 23 | Networth Advisors, LLC | 64,401 | $2M | +2,371 | +3.8% | 3Q | SEC ↗ |
| 24 | Farther Finance Advisors, LLC | 64,009 | $2M | +873 | +1.4% | 6Q | SEC ↗ |
| 25 | GTS FINANCIAL, LLC | 61,531 | $2M | +38,695 | +169.4% | 2Q | SEC ↗ |
| 26 | IFP Advisors, Inc | 59,923 | $2M | -189 | -0.3% | 19Q | SEC ↗ |
| 27 | Integrated Wealth Management | 58,136 | $1M | +5,282 | +10.0% | 3Q | SEC ↗ |
| 28 | HARBOUR INVESTMENTS, INC. | 51,143 | $1M | -2,974 | -5.5% | 17Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 47,875 | $1M | -469 | -1.0% | 18Q | SEC ↗ |
| 30 | FSA Advisors, Inc. | 44,851 | $1M | +3,341 | +8.0% | 7Q | SEC ↗ |
| 31 | Joseph P. Lucia & Associates, LLC | 44,755 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 32 | Aegis Wealth Management, Inc. | 44,680 | $1M | -43,302 | -49.2% | 3Q | SEC ↗ |
| 33 | Blue Water Asset Management | 44,490 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 34 | Perennial Investment Advisors, LLC | 40,779 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 35 | Grantvest Financial Group LLC | 34,428 | $881K | -3,892 | -10.2% | 7Q | SEC ↗ |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,401 | $829K | -1,337 | -4.0% | 2Q | SEC ↗ |
| 37 | Sigma Planning Corp | 31,789 | $813K | -148 | -0.5% | 10Q | SEC ↗ |
| 38 | Castle Rock Wealth Management, LLC | 31,422 | $804K | -1,092 | -3.4% | 10Q | SEC ↗ |
| 39 | Lloyd Advisory Services, LLC. | 29,911 | $765K | +26,337 | +736.9% | 7Q | SEC ↗ |
| 40 | PFG Advisors | 27,402 | $701K | -3,500 | -11.3% | 11Q | SEC ↗ |
| 41 | Midwest Financial Network, LLC | 25,636 | $656K | -3,543 | -12.1% | 7Q | SEC ↗ |
| 42 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 25,393 | $650K | — | +0.0% | 1Q | SEC ↗ |
| 43 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24,724 | $633K | +915 | +3.8% | 18Q | SEC ↗ |
| 44 | Blackston Financial Advisory Group, LL | 22,285 | $570K | -1,207 | -5.1% | 6Q | SEC ↗ |
| 45 | Concurrent Investment Advisors, LLC | 19,517 | $499K | -714 | -3.5% | 4Q | SEC ↗ |
| 46 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 19,213 | $492K | -526 | -2.7% | 14Q | SEC ↗ |
| 47 | SMART Wealth LLC | 18,885 | $483K | -5,142 | -21.4% | 3Q | SEC ↗ |
| 48 | Arkadios Wealth Advisors | 17,622 | $451K | — | +0.0% | 5Q | SEC ↗ |
| 49 | Csenge Advisory Group | 15,558 | $398K | -292 | -1.8% | 7Q | SEC ↗ |
| 50 | PARK AVENUE SECURITIES LLC | 15,440 | $395K | +136 | +0.9% | 18Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 25,393 | $650K |
| Advisory Solutions Group, LLC | 12,235 | $313K |
| COMPASS FINANCIAL MANAGEMENT LLC | 6,179 | $158K |
| FWG Investments, LLC. | 5,642 | $144K |
| Innovative Asset Advisors Group, LL | 1,978 | $51K |
| IFG Advisory, LLC | 236 | $6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 189 | $5K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 44,490 | $1M |
| Clear Point Advisors Inc. | 33,782 | $864K |
| Elevated Capital Advisors, LLC | 29,095 | $745K |
| CITADEL ADVISORS LLC | 10,060 | $257K |
| LifeWealth Investments, LLC | 8,563 | $219K |
| Wealthquest Corp | 7,540 | $193K |
| GeoWealth Management, LLC | 2,322 | $59K |
| Steward Partners Investment Advisor | 689 | $18K |
| UBS Group AG | 346 | $9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Advyzon Investment Management, LLC | +82,370 | +60.0% | 219,635 |
| Ausdal Financial Partners, Inc. | +42,001 | +89.4% | 88,988 |
| Guardian Capital, LLC | +40,461 | +38.9% | 144,365 |
| RAYMOND JAMES FINANCIAL INC | +39,821 | +9.4% | 461,955 |
| GTS FINANCIAL, LLC | +38,695 | +169.4% | 61,531 |
| Allianz SE | +32,517 | +23.0% | 174,013 |
| Lloyd Advisory Services, LLC. | +26,337 | +736.9% | 29,911 |
| AE Wealth Management LLC | +24,968 | +2.5% | 1,038,260 |
| OSAIC HOLDINGS, INC. | +18,582 | +6.3% | 313,343 |
| Mosley Wealth Management | +15,152 | +5297.9% | 15,438 |
| World Investment Advisors | +10,805 | +13.3% | 91,787 |
| ENVESTNET ASSET MANAGEMENT INC | +9,480 | +10.8% | 97,001 |
| POM Investment Strategies, LLC | +8,380 | +4.0% | 217,199 |
| Integrated Wealth Management | +5,282 | +10.0% | 58,136 |
| FSA Advisors, Inc. | +3,341 | +8.0% | 44,851 |
| Wellment Financial | +2,737 | +1.8% | 152,142 |
| Networth Advisors, LLC | +2,371 | +3.8% | 64,401 |
| Cetera Investment Advisers | +1,012 | +0.4% | 260,206 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | +915 | +3.8% | 24,724 |
| Farther Finance Advisors, LLC | +873 | +1.4% | 64,009 |