Allianzim US Eq BFFR10 AG-USAUGTETF

13F holders, Q3 2024 (September 30)
36holders +14
19new positions
6sold out
1famous investor
$30.50avg. 13F price*

At the end of Q3 2024, 36 institutions reported holding Allianzim US Eq BFFR10 AG-US (AUGT) in their 13F filings, up 14 from Q2 2024. 19 opened new positions and 6 sold out. The largest holders were AE Wealth Management LLC ($120.5M), Access Financial Services, Inc. ($8.8M) and SMART Wealth LLC ($6.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Allianzim US Eq BFFR10 AG-US
Filed as
AIM ETF PRODUCTS TRUST (Q3 2024)
CUSIP
00888H729
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 22Q1 2024Q2 2024: 22Q2 2024Q3 2024: 36Q3 2024Q4 2024: 29Q4 2024Q1 2025: 27Q1 2025Q2 2025: 27Q2 2025Q3 2025: 30Q3 2025Q4 2025: 30Q4 2025Q1 2026: 27Q1 2026Q2 2026: 28Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions19$145.9M
Exits6$1.5M

All 13F filers, Q2 2024 → Q3 2024: 4,903,970 shares bought and 313,112 shares sold, net +4,590,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders

AE Wealth Management LLC 1.09% New 3,950,633 $120.5M
Access Financial Services, Inc. 4.02% New 287,253 $8.8M
SMART Wealth LLC 2.48% New 207,689 $6.3M
Strategic Blueprint, LLC 0.30% Reduce -1.0% 157,689 $4.8M
Osaic Holdings, Inc. 0.01% Add +54.0% 157,142 $4.8M
FWG Investments, LLC. 3.37% New 127,917 $3.9M
Commonwealth Equity Services, LLC 0.00% Add +20.6% 103,085 $3.1M
MML Investors Services, LLC 0.01% New 58,089 $1.8M
PFG Advisors 0.07% Add +15.0% 38,624 $1.2M
Harbour Investments, Inc. 0.03% Add +65.2% 27,730 $846K
Jim Saulnier & Associates, LLC 0.76% — 25,553 $779K
Rothschild Wealth LLC 0.22% Add +141.6% 24,047 $733K
Nvest Financial, LLC 0.40% New 22,818 $696K
First Heartland Consultants, Inc. 0.07% Reduce -25.8% 20,548 $627K
Cetera Investment Advisers 0.00% Add +85.3% 19,125 $583K
Csenge Advisory Group 0.03% New 18,443 $565K
Citadel Advisors 0.00% New 18,222 $556K
Kestra Advisory Services, LLC 0.00% Add +39.4% 17,432 $532K
Atria Wealth Solutions, Inc. 0.01% New 15,647 $477K
Raymond James Financial Services Advisors, Inc. 0.00% New 14,837 $452K
Prosperity Wealth Management, Inc. 0.18% No change 14,765 $450K
Lloyd Advisory Services, LLC. 0.19% New 12,923 $394K
Independent Financial Group, LLC 0.01% Add +52.1% 12,170 $371K
Focus Financial Network, Inc. 0.01% Add +4.0% 11,171 $341K
Envestnet Asset Management Inc. 0.00% New 8,536 $260K
Slagle Financial, LLC 0.11% New 8,364 $255K
Blackston Financial Advisory Group, LLC 0.13% New 8,308 $253K
Balboa Wealth Partners 0.06% New 7,706 $235K
LPL Financial LLC 0.00% New 7,373 $225K
Old Mission Capital LLC 0.00% Reduce -89.2% 6,888 $210K
B.O.S.S. Retirement Advisors, LLC 0.04% New 6,752 $206K
Allianz Investment Management U.S. LLC 0.01% Reduce -97.5% 5,000 $152K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,982 $60K
Authentikos Wealth Advisory, LLC 0.03% New 922 $28K
NFSG Corp 0.01% No change 480 $15K
Bank of America Corp. 0.00% New 452 $14K

"% of holder's portfolio" is AUGT's weight in each manager's 13F, not the share of Allianzim US Eq BFFR10 AG-US the manager owns.