Alianzim US Eq BFR20 Dec-UsdDECWETF

13F holders, Q1 2025 (March 31)
77holders +2
7new positions
5sold out
1famous investor
$29.94avg. 13F price*

At the end of Q1 2025, 77 institutions reported holding Alianzim US Eq BFR20 Dec-Usd (DECW) in their 13F filings, up 2 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were AE Wealth Management LLC ($104.5M), Access Financial Services, Inc. ($22.7M) and Commonwealth Equity Services, LLC ($19.2M). 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 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$3.7M
Exits5$755K

All 13F filers, Q4 2024 → Q1 2025: 1,177,851 shares bought and 205,827 shares sold, net +972,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

AE Wealth Management LLC 0.88% Add +2.3% 3,490,040 $104.5M
Access Financial Services, Inc. 9.13% Add +139.3% 758,212 $22.7M
Commonwealth Equity Services, LLC 0.03% Add +1.3% 639,780 $19.2M
Lloyd Advisory Services, LLC. 8.63% Reduce -3.3% 573,722 $17.2M
Osaic Holdings, Inc. 0.03% Add +48.0% 461,261 $13.8M
Wellment Financial 11.54% Add +4.5% 292,013 $8.7M
Outlook Wealth Advisors, LLC 2.04% Reduce -2.0% 244,709 $7.3M
B.O.S.S. Retirement Advisors, LLC 2.11% Add +0.5% 242,967 $7.3M
Raymond James Financial Inc. 0.00% Add +233.2% 239,909 $7.2M
American Asset Management Inc. 5.53% Reduce -3.6% 185,757 $5.6M
Howard Bailey Securities, LLC 1.58% Add +25.7% 158,716 $4.8M
Kestra Advisory Services, LLC 0.02% Add +0.1% 138,735 $4.2M
Great Lakes Retirement, Inc. 0.39% Reduce -4.8% 99,670 $3.0M
Cetera Investment Advisers 0.00% Add +34.5% 83,988 $2.5M
Spire Wealth Management 0.08% Reduce -6.8% 83,554 $2.5M
Tounjian Advisory Partners, LLC 0.45% — 80,180 $2.4M
LifeWealth Investments, LLC 1.01% Add +77.5% 70,288 $2.1M
Csenge Advisory Group 0.10% Add +12.6% 61,441 $1.8M
Atria Wealth Solutions, Inc. 0.02% Reduce -24.6% 56,990 $1.7M
Harbour Investments, Inc. 0.05% Add +0.9% 56,509 $1.7M
AssuredPartners Investment Advisors, LLC 0.32% Reduce -2.4% 54,571 $1.6M
SMART Wealth LLC 0.57% Reduce -8.8% 52,846 $1.6M
FSA Advisors, Inc. 1.16% Add +22.7% 48,785 $1.5M
Susquehanna International Group, LLP 0.00% New 47,709 $1.4M
Cypress Wealth Services, LLC 0.23% Add +364.2% 37,800 $1.1M
Focus Financial Network, Inc. 0.04% Add +73.5% 34,447 $1.0M
First Heartland Consultants, Inc. 0.10% Add +7.3% 33,197 $994K
Farther Finance Advisors, LLC 0.03% No change 33,000 $991K
Kingdom Financial Group LLC. 0.67% Reduce -3.2% 30,663 $918K
Blackston Financial Advisory Group, LLC 0.60% Add +129.9% 29,666 $888K
Lord & Richards Wealth Management, LLC 0.96% Add +3.2% 28,218 $845K
Wealth Group, Ltd. 0.52% Add +5.1% 26,725 $800K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.3% 26,048 $780K
Authentikos Wealth Advisory, LLC 0.58% Reduce -69.3% 24,807 $743K
HBW Advisory Services LLC 0.10% Reduce -1.8% 23,052 $690K
Envestnet Asset Management Inc. 0.00% Reduce -7.8% 21,371 $640K
JPMorgan Chase & Co. 0.00% New 20,923 $627K
PFG Advisors 0.03% Reduce -10.1% 20,591 $617K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -50.6% 19,412 $581K
Advus Financial Partners, LLC 0.16% Reduce -1.7% 19,198 $575K
POM Investment Strategies, LLC 0.67% Reduce -8.9% 18,995 $569K
Centaurus Financial, Inc. 0.03% Add +188.4% 17,722 $531K
Avantax Advisory Services, Inc. 0.00% Add +31.5% 14,061 $421K
AdvisorNet Financial, Inc 0.03% No change 13,985 $419K
Citadel Advisors 0.00% New 12,898 $386K
Consolidated Portfolio Review Corp 0.06% No change 12,890 $386K
LPL Financial LLC 0.00% Add +7.8% 12,214 $366K
Quest 10 Wealth Builders, Inc. 0.39% Add +115.5% 12,103 $362K
Grantvest Financial Group LLC 0.29% Reduce -4.3% 11,814 $354K
Signal Advisors Wealth, LLC 0.03% New 11,504 $345K
Creative Planning 0.00% New 11,380 $341K
Long Island Wealth Management, Inc. 0.20% Add +12.2% 11,000 $329K
Optima Capital LLC 0.21% Reduce -69.9% 10,858 $325K
Garden State Investment Advisory Services LLC 0.10% No change 10,750 $322K
UBS Group AG 0.00% New 10,155 $304K
Merit Financial Group, LLC 0.00% No change 9,323 $279K
Jim Saulnier & Associates, LLC 0.21% No change 9,144 $274K
Joseph P. Lucia & Associates, LLC 0.12% No change 8,460 $253K
Patriot Financial Group Insurance Agency, LLC 0.03% New 7,855 $235K
StoneX Group Inc. 0.01% Add +2.2% 7,067 $212K
Strategic Blueprint, LLC 0.01% Reduce -3.9% 7,050 $211K
Accurate Wealth Management, LLC 0.04% No change 7,213 $211K
Koshinski Asset Management, Inc. 0.02% Reduce -1.4% 6,845 $205K
Independent Financial Group, LLC 0.01% Reduce -4.6% 6,750 $202K
Creative Financial Designs Inc. 0.01% No change 6,201 $186K
Park Square Financial Group, LLC 0.13% Add +257.3% 5,542 $166K
Transce3nd, LLC 0.07% Reduce -0.6% 5,101 $153K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $147K
Capital A Wealth Management, LLC 0.05% Reduce -66.2% 1,749 $52K
IFP Advisors, Inc 0.00% No change 1,246 $37K
Pineridge Advisors LLC 0.01% Add +0.9% 1,218 $36K
DHJJ Financial Advisors, Ltd. 0.01% No change 1,140 $34K
EverSource Wealth Advisors, LLC 0.00% No change 988 $30K
Lanark Financial, Inc. 0.00% — 800 $23K
Decker Retirement Planning Inc. 0.01% No change 631 $19K
Richard W. Paul & Associates, LLC 0.00% No change 224 $7K
Wells Fargo & Company 0.00% No change 20 $599

"% 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.