Alianzim US Eq BFR20 Dec-UsdDECWETF

13F holders, Q4 2024 (December 31)
75holders +37
31new positions
4sold out
$30.42avg. 13F price*

At the end of Q4 2024, 75 institutions reported holding Alianzim US Eq BFR20 Dec-Usd (DECW) in their 13F filings, up 37 from Q3 2024. 31 opened new positions and 4 sold out. The largest holders were AE Wealth Management LLC ($103.8M), Commonwealth Equity Services, LLC ($19.2M) and Lloyd Advisory Services, LLC. ($18.0M).

Company
Alianzim US Eq BFR20 Dec-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions31$71.6M
Exits4$2.6M

All 13F filers, Q3 2024 → Q4 2024: 6,228,433 shares bought and 133,431 shares sold, net +6,095,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

AE Wealth Management LLC 0.88% Add +3848.9% 3,410,700 $103.8M
Commonwealth Equity Services, LLC 0.03% Add +29.5% 631,301 $19.2M
Lloyd Advisory Services, LLC. 8.55% New 593,230 $18.0M
Access Financial Services, Inc. 4.29% New 316,872 $9.6M
Osaic Holdings, Inc. 0.02% Add +117.8% 311,600 $9.5M
Wellment Financial 10.68% — 279,333 $8.5M
Outlook Wealth Advisors, LLC 2.18% New 249,768 $7.6M
B.O.S.S. Retirement Advisors, LLC 2.06% New 241,841 $7.4M
American Asset Management Inc. 5.96% New 192,712 $5.9M
Kestra Advisory Services, LLC 0.02% Add +83.7% 138,632 $4.2M
Howard Bailey Securities, LLC 1.43% New 126,301 $3.8M
Great Lakes Retirement, Inc. 0.41% New 104,664 $3.2M
Spire Wealth Management 0.08% New 89,656 $2.7M
Authentikos Wealth Advisory, LLC 2.43% New 80,815 $2.5M
Atria Wealth Solutions, Inc. 0.03% Add +219.5% 75,565 $2.3M
Raymond James Financial Inc. 0.00% — 72,002 $2.2M
Cetera Investment Advisers 0.00% Add +51.7% 62,422 $1.9M
SMART Wealth LLC 0.63% New 57,940 $1.8M
Harbour Investments, Inc. 0.05% Add +3832.7% 56,002 $1.7M
AssuredPartners Investment Advisors, LLC 0.33% — 55,927 $1.7M
Csenge Advisory Group 0.09% New 54,564 $1.7M
FSA Advisors, Inc. 1.48% New 39,752 $1.2M
LifeWealth Investments, LLC 0.80% — 39,595 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Add +471.5% 39,315 $1.2M
Optima Capital LLC 0.76% — 36,023 $1.1M
Farther Finance Advisors, LLC 0.04% No change 33,000 $1.0M
Kingdom Financial Group LLC. 0.66% New 31,687 $964K
First Heartland Consultants, Inc. 0.10% Reduce -0.7% 30,934 $941K
Lord & Richards Wealth Management, LLC 1.76% — 27,343 $832K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.3% 25,462 $775K
Wealth Group, Ltd. 0.50% Reduce -12.0% 25,429 $774K
HBW Advisory Services LLC 0.07% New 23,473 $714K
Envestnet Asset Management Inc. 0.00% Reduce -50.0% 23,189 $705K
PFG Advisors 0.04% Add +53.4% 22,909 $697K
POM Investment Strategies, LLC 0.48% New 20,843 $634K
Focus Financial Network, Inc. 0.02% New 19,852 $604K
Advus Financial Partners, LLC 0.17% Add +12.9% 19,522 $594K
AdvisorNet Financial, Inc 0.04% No change 13,985 $425K
Blackston Financial Advisory Group, LLC 0.20% New 12,902 $392K
Consolidated Portfolio Review Corp 0.06% New 12,890 $392K
Grantvest Financial Group LLC 0.42% — 12,344 $376K
Maxwell Wealth Strategies Inc. 0.14% No change 11,380 $346K
LPL Financial LLC 0.00% Reduce -51.7% 11,336 $345K
Garden State Investment Advisory Services LLC 0.10% New 10,750 $327K
Avantax Advisory Services, Inc. 0.00% New 10,696 $325K
Long Island Wealth Management, Inc. 0.19% No change 9,800 $298K
Merit Financial Group, LLC 0.01% Add +4.5% 9,323 $284K
Jim Saulnier & Associates, LLC 0.24% New 9,144 $278K
Joseph P. Lucia & Associates, LLC 0.11% New 8,460 $257K
Cypress Wealth Services, LLC 0.05% New 8,143 $248K
Strategic Blueprint, LLC 0.01% Reduce -36.5% 7,333 $223K
AlphaStar Capital Management, LLC 0.02% New 7,330 $223K
Accurate Wealth Management, LLC 0.04% Add +9.1% 7,213 $218K
Independent Financial Group, LLC 0.01% Reduce -14.7% 7,074 $215K
Koshinski Asset Management, Inc. 0.02% Reduce -2.8% 6,945 $211K
StoneX Group Inc. 0.01% New 6,912 $210K
Main Street Financial Solutions, LLC 0.02% New 6,700 $204K
Castle Rock Wealth Management, LLC 0.05% New 6,492 $202K
Creative Financial Designs Inc. 0.02% Add +26.5% 6,201 $189K
Centaurus Financial, Inc. 0.01% New 6,144 $187K
Quest 10 Wealth Builders, Inc. 0.17% — 5,617 $171K
Capital A Wealth Management, LLC 0.26% — 5,167 $157K
Transce3nd, LLC 0.05% — 5,134 $156K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $152K
Sugar Maple Asset Management, LLC 0.09% New 3,988 $121K
Park Square Financial Group, LLC 0.03% — 1,551 $47K
IFP Advisors, Inc 0.00% No change 1,246 $38K
Pineridge Advisors LLC 0.01% Add +1701.5% 1,207 $37K
DHJJ Financial Advisors, Ltd. 0.01% No change 1,140 $35K
EverSource Wealth Advisors, LLC 0.00% No change 988 $30K
Decker Retirement Planning Inc. 0.01% — 631 $19K
Richard W. Paul & Associates, LLC 0.00% New 224 $7K
Coppell Advisory Solutions LLC 0.00% Reduce -0.6% 157 $5K
Oliver Lagore Vanvalin Investment Group 0.00% No change 28 $852
Wells Fargo & Company 0.00% New 20 $608

"% 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.