Ticker: SPBX CUSIP: 00888H471 Class: ALLIANZIM 6 MONT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Allianz SE | 445,540 | $12,243 |
| Lloyd Advisory Services, LLC. | 8,889 | $244 |
| BridgePort Financial Solutions, LLC | 8,727 | $240 |
| OLD MISSION CAPITAL LLC | 19,387 | $533 |
| Kestra Advisory Services, LLC | 5,122 | $141 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AE Wealth Management LLC | 66,461 | 113,019 | +46,558 (+70.1%) |
| HUNTINGTON NATIONAL BANK | 15,311 | 42,878 | +27,567 (+180.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 20,120 | 48,869 | +28,749 (+142.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 111,069 | 126,421 | +15,352 (+13.8%) |
| IFP Advisors, Inc | 100 | 945 | +845 (+845.0%) |
| Cambridge Investment Research Advisors, Inc. | 155,459 | 197,293 | +41,834 (+26.9%) |
| CENTAURUS FINANCIAL, INC. | 6,382 | 7,247 | +865 (+13.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 28,585 | 1,042 | -27,543 (-96.4%) |
| LPL Financial LLC | 22,049 | 19,393 | -2,656 (-12.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Consolidated Portfolio Review Corp | 10,248 | $275 |
| EVOLUTION WEALTH MANAGEMENT INC. | 955 | $26 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,510 | $255 |
| UBS Group AG | 796 | $21 |