Alianzim US Eq BFR20 Dec-UsdDECWETF

13F holders, Q3 2024 (September 30)
38holders −2
3new positions
5sold out
$30.15avg. 13F price*

At the end of Q3 2024, 38 institutions reported holding Alianzim US Eq BFR20 Dec-Usd (DECW) in their 13F filings, down 2 from Q2 2024. 3 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($14.8M), Osaic Holdings, Inc. ($4.3M) and AE Wealth Management LLC ($2.6M).

Company
Alianzim US Eq BFR20 Dec-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$2.8M
Exits5$2.1M

All 13F filers, Q2 2024 → Q3 2024: 132,921 shares bought and 391,155 shares sold, net −258,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

Commonwealth Equity Services, LLC 0.02% Reduce -25.1% 487,473 $14.8M
Osaic Holdings, Inc. 0.01% Reduce -5.5% 143,083 $4.3M
AE Wealth Management LLC 0.02% Reduce -6.9% 86,371 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -8.0% 75,484 $2.3M
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.1% 57,649 $1.7M
Susquehanna International Group, LLP 0.00% New 52,202 $1.6M
Envestnet Asset Management Inc. 0.00% Add +173.4% 46,427 $1.4M
Cetera Investment Advisers 0.00% Reduce -24.7% 41,141 $1.2M
Farther Finance Advisors, LLC 0.04% New 33,000 $1000K
Wealth Group, Ltd. 0.59% No change 28,902 $876K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.9% 28,690 $869K
First Heartland Consultants, Inc. 0.08% Reduce -6.3% 31,163 $744K
Atria Wealth Solutions, Inc. 0.01% Reduce -61.4% 23,652 $717K
LPL Financial LLC 0.00% Add +12.0% 23,453 $711K
Advus Financial Partners, LLC 0.15% Add +1.3% 17,295 $524K
Old Mission Capital LLC 0.01% Reduce -61.1% 15,428 $467K
PFG Advisors 0.03% Add +1.6% 14,938 $453K
AdvisorNet Financial, Inc 0.03% No change 13,985 $424K
Strategic Blueprint, LLC 0.02% Reduce -74.9% 11,546 $350K
Maxwell Wealth Strategies Inc. 0.15% No change 11,380 $347K
Long Island Wealth Management, Inc. 0.20% No change 9,800 $297K
UBS Group AG 0.00% Add +251.0% 9,649 $292K
Merit Financial Group, LLC 0.01% Reduce -4.3% 8,923 $270K
Independent Financial Group, LLC 0.01% No change 8,297 $251K
Wealthquest Corp 0.02% No change 8,230 $249K
Koshinski Asset Management, Inc. 0.02% No change 7,145 $217K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -76.9% 6,879 $208K
Accurate Wealth Management, LLC 0.04% New 6,613 $201K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $151K
Creative Financial Designs Inc. 0.01% Add +55.0% 4,901 $149K
Harbour Investments, Inc. 0.00% Reduce -45.0% 1,424 $43K
IFP Advisors, Inc 0.00% No change 1,246 $38K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -11.6% 1,140 $35K
EverSource Wealth Advisors, LLC 0.00% Reduce -29.8% 988 $30K
Lanark Financial, Inc. 0.00% No change 800 $24K
Coppell Advisory Solutions LLC 0.00% No change 158 $5K
Pineridge Advisors LLC 0.00% No change 67 $2K
Oliver Lagore Vanvalin Investment Group 0.00% No change 28 $848

"% 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.