Alianzim US Eq BFR20 Feb-UsdFEBWETF

13F holders, Q1 2024 (March 31)
47holders
$28.96avg. 13F price*

At the end of Q1 2024, 47 institutions reported holding Alianzim US Eq BFR20 Feb-Usd (FEBW) in their 13F filings. The largest holders were AE Wealth Management LLC ($57.1M), Osaic Holdings, Inc. ($12.2M) and Commonwealth Equity Services, LLC ($7.3M).

Company
Alianzim US Eq BFR20 Feb-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q1 2024)
CUSIP
00888H786
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 47Q1 2024Q2 2024: 44Q2 2024Q3 2024: 39Q3 2024Q4 2024: 37Q4 2024Q1 2025: 45Q1 2025Q2 2025: 46Q2 2025Q3 2025: 44Q3 2025Q4 2025: 47Q4 2025Q1 2026: 50Q1 2026Q2 2026: 66Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions22$18.5M
Exits6$2.2M

Ownership 47 holders

AE Wealth Management LLC 0.64% Add +846.1% 1,970,380 $57.1M
Osaic Holdings, Inc. 0.03% Add +194.8% 419,926 $12.2M
Commonwealth Equity Services, LLC 0.01% Add +165.9% 250,762 $7.3M
Kestra Advisory Services, LLC 0.04% Add +27.7% 217,451 $6.3M
WealthPlan Investment Management, LLC 0.63% New 142,787 $4.1M
Atria Wealth Solutions, Inc. 0.05% Add +64.4% 139,742 $4.0M
Outlook Wealth Advisors, LLC 1.20% Add +715.9% 133,915 $3.9M
Kaye Capital Management 1.31% Reduce -1.4% 103,563 $3.0M
Authentikos Wealth Advisory, LLC 2.32% New 79,855 $2.3M
Great Lakes Retirement, Inc. 0.33% New 77,092 $2.2M
WealthPLAN Partners, LLC 0.23% New 75,736 $2.2M
Strategic Blueprint, LLC 0.13% Reduce -12.6% 63,828 $1.8M
Cetera Investment Advisers 0.00% Add +294.4% 59,886 $1.7M
Harbour Investments, Inc. 0.06% Add +923.2% 56,051 $1.6M
Donald L. Hagan, LLC 0.79% New 51,573 $1.5M
Susquehanna International Group, LLP 0.00% Add +21.6% 46,073 $1.3M
Envestnet Asset Management Inc. 0.00% Add +269.4% 38,904 $1.1M
Raymond James Financial Services Advisors, Inc. 0.00% New 30,697 $889K
Cambridge Investment Research Advisors, Inc. 0.00% Add +212.7% 28,428 $823K
Clear Point Advisors Inc. 0.52% New 21,777 $631K
Encompass More Asset Management 0.47% New 19,670 $570K
Envestnet Portfolio Solutions, Inc. 0.00% Add +24.6% 19,169 $555K
Avantax Advisory Services, Inc. 0.00% Add +7.4% 18,406 $533K
Jane Street Group, LLC 0.00% New 17,898 $518K
Csenge Advisory Group 0.03% New 17,740 $514K
Lantern Wealth Advisors, LLC 0.35% New 17,154 $497K
Independent Financial Group, LLC 0.02% Add +14.8% 16,982 $492K
Kingdom Financial Group LLC. 0.31% New 15,176 $439K
Belpointe Asset Management LLC 0.03% No change 13,863 $401K
Wealth Group, Ltd. 0.27% — 12,449 $360K
PFG Advisors 0.02% New 10,876 $315K
GeoWealth Management, LLC 0.01% New 10,801 $313K
Advus Financial Partners, LLC 0.09% New 10,470 $303K
Focus Financial Network, Inc. 0.01% — 10,598 $302K
Herold Advisors, Inc. 0.07% New 9,767 $283K
FSA Advisors, Inc. 0.26% New 8,301 $240K
LPL Financial LLC 0.00% Reduce -2.8% 8,000 $232K
Secured Retirement Advisors, LLC 0.19% New 7,923 $229K
Gallagher Fiduciary Advisors, LLC 0.01% New 7,075 $205K
Allianz Investment Management U.S. LLC 0.01% Reduce -96.7% 5,000 $145K
IFP Advisors, Inc 0.01% Add +1.7% 4,260 $123K
Centaurus Financial, Inc. 0.01% New 4,159 $120K
Lanark Financial, Inc. 0.01% Reduce -4.9% 3,889 $112K
Blue Bell Private Wealth Management, LLC 0.02% No change 2,894 $84K
Creative Financial Designs Inc. 0.01% Add +20.0% 2,400 $69K
Pineridge Advisors LLC 0.02% New 2,244 $65K
Richard W. Paul & Associates, LLC 0.00% New 240 $7K

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