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NVBU Institutional Ownership

AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
1W: -0.3% 1M: +0.5% YTD: +0.3%
$31.39
+0.20 (+0.65%)
 
Weekly Expected Move ±1.5%
$30 $31 $31 $32 $32
ETF CBOE · AUM $34.4M

Institutional Ownership — NVBU

37
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
33M
Total Invested
5
New Positions
4
Increased
25
Reduced
13
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (39 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Allianz SE 507,188 16M +13,049 +2.6% 3Q SEC ↗
2 STEPHENS INC /AR 155,014 5M -1,132 -0.7% 7Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 90,812 3M — +0.0% 1Q SEC ↗
4 Cypress Wealth Services, LLC 86,684 3M -8,995 -9.4% 7Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 49,692 2M -1,404 -2.7% 7Q SEC ↗
6 Savant Capital, LLC 48,853 2M -8,185 -14.4% 6Q SEC ↗
7 SECURED RETIREMENT ADVISORS, LLC 22,308 700K +811 +3.8% 7Q SEC ↗
8 Arax Advisory Partners 19,108 600K +1,983 +11.6% 3Q SEC ↗
9 MONEY CONCEPTS CAPITAL CORP 11,268 354K — +0.0% 3Q SEC ↗
10 Creative Planning 11,131 349K — +0.0% 6Q SEC ↗
11 Cetera Investment Advisers 9,885 310K -903 -8.4% 3Q SEC ↗
12 Farther Finance Advisors, LLC NEW 8,602 270K — +0.0% 1Q SEC ↗
13 Grantvest Financial Group LLC 8,509 267K -911 -9.7% 4Q SEC ↗
14 PFG Investments, LLC 8,360 262K -850 -9.2% 3Q SEC ↗
15 JPMORGAN CHASE & CO 8,333 262K -700 -7.7% 4Q SEC ↗
16 Kestra Advisory Services, LLC 7,620 239K -1,895 -19.9% 3Q SEC ↗
17 BARCLAYS PLC NEW 3,504 110K — +0.0% 1Q SEC ↗
18 HARBOUR INVESTMENTS, INC. 2,461 77K -3,239 -56.8% 7Q SEC ↗
19 IFP Advisors, Inc 1,770 56K — +0.0% 5Q SEC ↗
20 AE Wealth Management LLC 1,430 45K -144,278 -99.0% 6Q SEC ↗
21 OSAIC HOLDINGS, INC. 1,270 40K +1,170 +1170.0% 6Q SEC ↗
22 Elevated Capital Advisors, LLC 214 7K -82 -27.7% 2Q SEC ↗
23 IFG Advisory, LLC NEW 184 6K — +0.0% 1Q SEC ↗
24 COUNTRY TRUST BANK NEW 122 4K — +0.0% 1Q SEC ↗
25 Decker Retirement Planning Inc. 0 0K -63 -100.0% 2Q SEC ↗
26 FWG Investments, LLC. 0 0K -10,041 -100.0% 4Q SEC ↗
27 OLD MISSION CAPITAL LLC 0 0K -8,537 -100.0% 3Q SEC ↗
28 SMART Wealth LLC 0 0K -10,134 -100.0% 2Q SEC ↗
29 Key Capital Management, INC 0 0K -114 -100.0% 2Q SEC ↗
30 Wellment Financial 0 0K -10,310 -100.0% 4Q SEC ↗
31 Quest 10 Wealth Builders, Inc. 0 0K -2,873 -100.0% 4Q SEC ↗
32 UBS Group AG 0 0K -161 -100.0% 3Q SEC ↗
33 Lloyd Advisory Services, LLC. 0 0K -219 -100.0% 2Q SEC ↗
34 Foundations Investment Advisors, LLC 0 0K -10,063 -100.0% 2Q SEC ↗
35 AMERIPRISE FINANCIAL INC 0 0K -7,134 -100.0% 1Q SEC ↗
36 US BANCORP \DE 0 0K -9 -100.0% 1Q SEC ↗
37 Kingdom Financial Group LLC. 0 0K -219 -100.0% 2Q SEC ↗
38 Networth Advisors, LLC 0 0K -205 -100.0% 2Q SEC ↗
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0 0K -16,223 -100.0% 1Q SEC ↗
Biggest Increases (4)
HolderAddedChange %Total Shares
Allianz SE +13,049 +2.6% 507,188
Arax Advisory Partners +1,983 +11.6% 19,108
OSAIC HOLDINGS, INC. +1,170 +1170.0% 1,270
SECURED RETIREMENT ADVISORS, LLC +811 +3.8% 22,308
Biggest Decreases (12)
HolderReducedChange %Total Shares
AE Wealth Management LLC -144,278 -99.0% 1,430
Cypress Wealth Services, LLC -8,995 -9.4% 86,684
Savant Capital, LLC -8,185 -14.4% 48,853
HARBOUR INVESTMENTS, INC. -3,239 -56.8% 2,461
Kestra Advisory Services, LLC -1,895 -19.9% 7,620
COMMONWEALTH EQUITY SERVICES, LLC -1,404 -2.7% 49,692
STEPHENS INC /AR -1,132 -0.7% 155,014
Grantvest Financial Group LLC -911 -9.7% 8,509
Cetera Investment Advisers -903 -8.4% 9,885
PFG Investments, LLC -850 -9.2% 8,360
JPMORGAN CHASE & CO -700 -7.7% 8,333
Elevated Capital Advisors, LLC -82 -27.7% 214

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms