Alianzim US Eq BFR20 Dec-UsdDECWETF

13F holders, Q1 2024 (March 31)
40holders
1famous investor
$29.02avg. 13F price*

At the end of Q1 2024, 40 institutions reported holding Alianzim US Eq BFR20 Dec-Usd (DECW) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($19.0M), Osaic Holdings, Inc. ($8.0M) and AE Wealth Management LLC ($2.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alianzim US Eq BFR20 Dec-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q1 2024)
CUSIP
00888H794
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 40Q1 2024Q2 2024: 40Q2 2024Q3 2024: 38Q3 2024Q4 2024: 75Q4 2024Q1 2025: 77Q1 2025Q2 2025: 75Q2 2025Q3 2025: 70Q3 2025Q4 2025: 75Q4 2025Q1 2026: 82Q1 2026Q2 2026: 84Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$502K
Exits13$6.6M

Ownership 40 holders

Commonwealth Equity Services, LLC 0.03% Reduce -4.4% 655,067 $19.0M
Osaic Holdings, Inc. 0.02% Reduce -31.6% 274,221 $8.0M
AE Wealth Management LLC 0.03% Reduce -86.0% 96,557 $2.8M
Kestra Advisory Services, LLC 0.02% Reduce -15.5% 84,039 $2.4M
Atria Wealth Solutions, Inc. 0.02% Reduce -3.3% 62,602 $1.8M
Cetera Investment Advisers 0.00% Add +53.9% 61,757 $1.8M
Strategic Blueprint, LLC 0.10% Add +0.1% 46,216 $1.3M
First Heartland Consultants, Inc. 0.10% Add +22.4% 34,673 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +22.7% 30,398 $882K
Wealth Group, Ltd. 0.63% — 28,932 $840K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.7% 28,598 $830K
Raymond James Financial Services Advisors, Inc. 0.00% Add +3.6% 28,487 $827K
Envestnet Asset Management Inc. 0.00% Reduce -11.1% 18,042 $524K
Susquehanna International Group, LLP 0.00% Reduce -67.9% 17,200 $499K
Advus Financial Partners, LLC 0.15% Add +3.6% 17,022 $494K
Citadel Advisors 0.00% Add +118.3% 16,954 $492K
LPL Financial LLC 0.00% Add +120.6% 16,358 $475K
Jane Street Group, LLC 0.00% New 15,288 $444K
Maxwell Wealth Strategies Inc. 0.22% No change 14,999 $440K
PFG Advisors 0.03% Add +4.1% 14,643 $425K
AdvisorNet Financial, Inc 0.04% No change 13,985 $406K
HBW Advisory Services LLC 0.07% No change 12,366 $351K
Long Island Wealth Management, Inc. 0.20% No change 9,800 $284K
Merit Financial Group, LLC 0.01% No change 9,323 $271K
Independent Financial Group, LLC 0.01% No change 8,297 $241K
Wealthquest Corp 0.03% Reduce -30.0% 8,230 $239K
Sugar Maple Asset Management, LLC 0.22% — 8,011 $232K
Old Mission Capital LLC 0.00% Reduce -62.6% 6,929 $201K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $145K
Harbour Investments, Inc. 0.00% Add +0.2% 3,222 $94K
Creative Financial Designs Inc. 0.01% Add +0.4% 3,162 $92K
EverSource Wealth Advisors, LLC 0.00% New 1,880 $54K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,290 $37K
IFP Advisors, Inc 0.00% Add +1.2% 1,246 $36K
Lanark Financial, Inc. 0.00% No change 800 $23K
Morgan Stanley 0.00% New 82 $2K
Pineridge Advisors LLC 0.00% Reduce -78.9% 67 $2K
Sound Income Strategies, LLC 0.00% New 64 $2K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -84.5% 28 $813
UBS Group AG 0.00% Reduce -83.7% 7 $203

"% of holder's portfolio" is DECW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Dec-Usd the manager owns.