Alianzim US Eq BFR20 Feb-UsdFEBWETF

13F holders, Q4 2024 (December 31)
37holders −2
5new positions
8sold out
$30.97avg. 13F price*

At the end of Q4 2024, 37 institutions reported holding Alianzim US Eq BFR20 Feb-Usd (FEBW) in their 13F filings, down 2 from Q3 2024. 5 opened new positions and 8 sold out. The largest holders were Osaic Holdings, Inc. ($9.9M), Kestra Advisory Services, LLC ($7.1M) and Commonwealth Equity Services, LLC ($4.0M).

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

InstitutionsTotal Value
New Positions5$1.1M
Exits8$3.2M

All 13F filers, Q3 2024 → Q4 2024: 119,616 shares bought and 282,953 shares sold, net −163,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Osaic Holdings, Inc. 0.02% Add +3.2% 319,200 $9.9M
Kestra Advisory Services, LLC 0.04% Add +4.7% 229,366 $7.1M
Commonwealth Equity Services, LLC 0.01% Reduce -45.8% 130,544 $4.0M
Atria Wealth Solutions, Inc. 0.02% Reduce -4.9% 66,599 $2.1M
Susquehanna International Group, LLP 0.00% Add +188.5% 56,524 $1.8M
Cetera Investment Advisers 0.00% Add +5.0% 49,697 $1.5M
Raymond James Financial Inc. 0.00% — 48,716 $1.5M
Strategic Blueprint, LLC 0.09% Reduce -15.6% 46,810 $1.5M
Elevated Capital Advisors, LLC 0.31% Reduce -10.1% 37,051 $1.1M
Old Mission Capital LLC 0.03% Add +145.4% 35,482 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -21.2% 30,415 $942K
LPL Financial LLC 0.00% Reduce -26.5% 23,225 $720K
Clear Point Advisors Inc. 0.56% Reduce -2.6% 21,208 $657K
Spire Wealth Management 0.02% New 20,204 $626K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -22.8% 20,185 $625K
Independent Financial Group, LLC 0.02% Add +27.5% 18,561 $575K
Harbour Investments, Inc. 0.02% Reduce -17.3% 17,312 $536K
Belpointe Asset Management LLC 0.03% No change 13,863 $419K
PFG Advisors 0.02% Reduce -0.4% 11,876 $368K
Wealth Group, Ltd. 0.24% Reduce -5.6% 11,749 $364K
Advus Financial Partners, LLC 0.10% Reduce -0.4% 11,470 $355K
Focus Financial Network, Inc. 0.01% Add +1.3% 10,753 $333K
Farther Finance Advisors, LLC 0.01% Reduce -3.2% 9,263 $287K
Castle Rock Wealth Management, LLC 0.06% New 7,864 $247K
AE Wealth Management LLC 0.00% Reduce -73.0% 7,804 $242K
Gallagher Fiduciary Advisors, LLC 0.04% No change 7,075 $219K
Global Retirement Partners, LLC 0.01% New 6,463 $200K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $155K
Luminist Capital LLC 0.27% — 4,904 $152K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -6.1% 2,717 $84K
UBS Group AG 0.00% Reduce -44.1% 2,219 $69K
Creative Financial Designs Inc. 0.00% Reduce -37.5% 1,500 $46K
Coppell Advisory Solutions LLC 0.00% No change 355 $11K
Financial Network Wealth Advisors LLC 0.02% New 345 $11K
JPMorgan Chase & Co. 0.00% New 93 $3K
Cwm, LLC 0.00% No change 32 $1K
Lanark Financial, Inc. 0.01% — 3 $114

"% 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.