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This page summarizes the AZBO holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2023 period, comparing share count change from 12/31/2022 to 3/31/2023.
Share count is compared over these two periods to provide an indication of whether AZBO is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2022
Share Count | 3/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing AZBO Share Count |
|---|
| Accurate Wealth Management LLC |
8,969 |
20,157 |
+11,188 |
+124.74% |
| AE Wealth Management LLC |
403,220 |
525,981 |
+122,761 |
+30.45% |
| 13F Filers Reporting New Positions In AZBO |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Fifth Third Bancorp |
0 |
1,869 |
+1,869 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| AdvisorNet Financial Inc |
4,070 |
4,070 |
UNCH |
0.00% |
| 13F Filers Decreasing AZBO Share Count |
|---|
| Allianz Investment Management U.S. LLC |
80,500 |
25,000 |
-55,500 |
-68.94% |
| First Heartland Consultants Inc. |
144,519 |
101,460 |
-43,059 |
-29.79% |
| HB Wealth Management LLC |
10,925 |
9,908 |
-1,017 |
-9.31% |
| Outlook Wealth Advisors LLC |
32,699 |
31,286 |
-1,413 |
-4.32% |
| Strategic Blueprint LLC |
69,073 |
66,727 |
-2,346 |
-3.40% |
| Compass Advisory Group LLC |
85,305 |
82,485 |
-2,820 |
-3.31% |
| DHJJ Financial Advisors Ltd. |
23,306 |
23,023 |
-283 |
-1.21% |
| 13F Filers Exiting AZBO |
|---|
| Atria Wealth Solutions Inc. |
110,231 |
0 |
-110,231 |
-100.00% |
| Kestra Advisory Services LLC |
333,286 |
0 |
-333,286 |
-100.00% |
| Resources Investment Advisors LLC. |
55,200 |
0 |
-55,200 |
-100.00% |
| Advisor Group Holdings Inc. |
470,487 |
0 |
-470,487 |
-100.00% |
| Wealthsource Partners LLC |
65,035 |
0 |
-65,035 |
-100.00% |
| Cetera Investment Advisers |
45,223 |
0 |
-45,223 |
-100.00% |
| IFP Advisors Inc |
53,923 |
0 |
-53,923 |
-100.00% |
| UBS Group AG |
2,973 |
0 |
-2,973 |
-100.00% |
| Cetera Advisor Networks LLC |
40,088 |
0 |
-40,088 |
-100.00% |
| Cetera Advisors LLC |
24,253 |
0 |
-24,253 |
-100.00% |
| Corrado Advisors LLC |
234 |
0 |
-234 |
-100.00% |
| OLD Mission Capital LLC |
28,853 |
0 |
-28,853 |
-100.00% |
| Citadel Advisors LLC |
24,450 |
0 |
-24,450 |
-100.00% |
| Cambridge Investment Research Advisors Inc. |
55,625 |
0 |
-55,625 |
-100.00% |
| Envestnet Asset Management Inc. |
227,590 |
0 |
-227,590 |
-100.00% |
| LPL Financial LLC |
7,325 |
0 |
-7,325 |
-100.00% |
| Blue Bell Private Wealth Management LLC |
149,152 |
0 |
-149,152 |
-100.00% |
| Nations Financial Group Inc. IA ADV |
43,607 |
0 |
-43,607 |
-100.00% |
| Harbour Investments Inc. |
3,507 |
0 |
-3,507 |
-100.00% |
| Commonwealth Equity Services LLC |
1,963,732 |
0 |
-1,963,732 |
-100.00% |
| JPMorgan Chase & Co. |
102,673 |
0 |
-102,673 |
-100.00% |
See Summary: Institutional Holders of AZBO
See Details: Top 10 Hedge Funds Holding AZBO
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