Alianzim US Eq BFR20 Aug-UsdAUGWETF
13F holders, Q1 2025 (March 31)40holders −3
6new positions
7sold out
1famous investor
$28.82avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Alianzim US Eq BFR20 Aug-Usd (AUGW) in their 13F filings, down 3 from Q4 2024. 6 opened new positions and 7 sold out. The largest holders were Raymond James Financial Inc. ($23.0M), Commonwealth Equity Services, LLC ($10.0M) and Osaic Holdings, Inc. ($7.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alianzim US Eq BFR20 Aug-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2025)
- CUSIP
- 00888H711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 7 | $12.7M |
All 13F filers, Q4 2024 → Q1 2025: 55,874 shares bought and 616,736 shares sold, net −560,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Raymond James Financial Inc. | 0.01% | Reduce -1.0% | 799,348 | $23.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.9% | 347,489 | $10.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.0% | 255,219 | $7.4M |
| Elevated Capital Advisors, LLC | 1.20% | Add +2.9% | 148,901 | $4.3M |
| American Asset Management Inc. | 3.51% | Reduce -2.8% | 122,585 | $3.5M |
| Advisory Alpha, LLC | 0.11% | Reduce -1.1% | 110,916 | $3.2M |
| Strategic Blueprint, LLC | 0.14% | Reduce -3.6% | 89,084 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -4.6% | 84,587 | $2.4M |
| Focus Financial Network, Inc. | 0.07% | Reduce -2.5% | 59,356 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -1.7% | 53,944 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 51,124 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -25.5% | 46,345 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -35.5% | 44,123 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 35,309 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -51.0% | 33,688 | $971K |
| Castle Rock Wealth Management, LLC | 0.25% | No change | 31,465 | $909K |
| Red Crane Wealth Management, LLC | 0.87% | No change | 31,405 | $905K |
| Advus Financial Partners, LLC | 0.17% | Reduce -2.3% | 21,589 | $622K |
| PFG Advisors | 0.03% | Reduce -2.4% | 20,753 | $598K |
| AE Wealth Management LLC | 0.00% | Reduce -46.4% | 17,036 | $491K |
| First Heartland Consultants, Inc. | 0.05% | No change | 15,818 | $456K |
| Spire Wealth Management | 0.01% | Reduce -27.1% | 13,460 | $388K |
| Old Mission Capital LLC | 0.01% | New | 13,391 | $386K |
| Wealth Group, Ltd. | 0.22% | Reduce -32.0% | 11,920 | $344K |
| JPMorgan Chase & Co. | 0.00% | Add +68.3% | 11,601 | $334K |
| Csenge Advisory Group | 0.02% | New | 11,236 | $315K |
| Centaurus Financial, Inc. | 0.02% | Reduce -20.3% | 10,629 | $306K |
| Allegheny Financial Group | 0.07% | No change | 9,878 | $285K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -14.0% | 9,470 | $273K |
| Grantvest Financial Group LLC | 0.22% | Reduce -21.6% | 9,389 | $271K |
| Citadel Advisors | 0.00% | New | 8,636 | $249K |
| Barclays PLC | 0.00% | New | 6,869 | $198K |
| UBS Group AG | 0.00% | New | 6,775 | $195K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $142K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,580 | $104K |
| Creative Financial Designs Inc. | 0.00% | Reduce -2.3% | 1,922 | $55K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,000 | $29K |
| Pineridge Advisors LLC | 0.00% | No change | 297 | $9K |
| New Millennium Group LLC | 0.01% | No change | 262 | $8K |
| Park Square Financial Group, LLC | 0.00% | New | 60 | $2K |
"% of holder's portfolio" is AUGW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Aug-Usd the manager owns.