Alianzim US Eq BFR20 Jan-UsdJANWETF
13F holders, Q1 2024 (March 31)54holders
$31.43avg. 13F price*
At the end of Q1 2024, 54 institutions reported holding Alianzim US Eq BFR20 Jan-Usd (JANW) in their 13F filings. The largest holders were AE Wealth Management LLC ($80.9M), Compass Advisory Group LLC ($28.1M) and Osaic Holdings, Inc. ($17.7M).
- Company
- Alianzim US Eq BFR20 Jan-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2024)
- CUSIP
- 00888H802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $19.1M |
| Exits | 6 | $19.6M |
Ownership 54 holders
| AE Wealth Management LLC | 0.91% | Reduce -53.7% | 2,574,509 | $80.9M |
| Compass Advisory Group LLC | 12.41% | Add +4.1% | 892,718 | $28.1M |
| Osaic Holdings, Inc. | 0.04% | Add +196.1% | 562,964 | $17.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +83.7% | 528,233 | $16.6M |
| Cetera Investment Advisers | 0.03% | Add +691.5% | 372,007 | $11.7M |
| Outlook Wealth Advisors, LLC | 2.79% | Add +41.2% | 287,217 | $9.0M |
| Axxcess Wealth Management, LLC | 0.25% | Reduce -18.9% | 279,844 | $8.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +56.1% | 264,589 | $8.3M |
| Sigma Planning Corp | 0.25% | New | 255,130 | $8.0M |
| Strategic Blueprint, LLC | 0.56% | Add +94.0% | 251,539 | $7.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +187.8% | 222,213 | $7.0M |
| Raymond James & Associates | 0.00% | Add +4.2% | 216,393 | $6.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | New | 185,230 | $5.8M |
| Centaurus Financial, Inc. | 0.33% | Add +31.7% | 149,431 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +53.2% | 126,192 | $4.0M |
| BCGM Wealth Management, LLC | 1.37% | Reduce -5.8% | 121,808 | $3.8M |
| Great Lakes Retirement, Inc. | 0.49% | Reduce -6.5% | 104,867 | $3.3M |
| IFP Advisors, Inc | 0.13% | Add +13.6% | 96,487 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +217.1% | 84,225 | $2.6M |
| American Asset Management Inc. | 3.68% | Add +123.2% | 78,333 | $2.5M |
| RFG Advisory, LLC | 0.08% | New | 76,664 | $2.4M |
| MML Investors Services, LLC | 0.01% | No change | 74,335 | $2.3M |
| Long Island Wealth Management, Inc. | 1.63% | Add +1.5% | 73,314 | $2.3M |
| Authentikos Wealth Advisory, LLC | 1.84% | Reduce -1.7% | 58,187 | $1.8M |
| Clear Point Advisors Inc. | 1.13% | Add +5.2% | 43,765 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -23.3% | 36,333 | $1.1M |
| Epic Trust Investment Advisors, LLC | 1.21% | Add +2.0% | 31,244 | $982K |
| LPL Financial LLC | 0.00% | Add +67.3% | 27,789 | $874K |
| Spire Wealth Management | 0.02% | Reduce -0.0% | 26,825 | $843K |
| Kingsview Wealth Management, LLC | 0.02% | New | 25,162 | $791K |
| Blue Bell Private Wealth Management, LLC | 0.16% | Reduce -1.4% | 24,400 | $767K |
| PFG Advisors | 0.05% | Add +23.1% | 20,523 | $645K |
| Advus Financial Partners, LLC | 0.20% | Add +15.0% | 20,310 | $638K |
| GeoWealth Management, LLC | 0.02% | New | 20,097 | $632K |
| Park Avenue Securities LLC | 0.01% | Add +14.0% | 19,584 | $616K |
| Csenge Advisory Group | 0.03% | Add +36.1% | 18,763 | $590K |
| Harbour Investments, Inc. | 0.02% | Add +67.7% | 17,044 | $536K |
| FSA Advisors, Inc. | 0.52% | Add +70.0% | 15,499 | $487K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -30.8% | 14,310 | $450K |
| Focus Financial Network, Inc. | 0.02% | — | 14,076 | $436K |
| Secured Retirement Advisors, LLC | 0.36% | New | 13,409 | $422K |
| Castle Rock Wealth Management, LLC | 0.09% | New | 10,805 | $337K |
| Kingdom Financial Group LLC. | 0.23% | Reduce -12.8% | 10,382 | $326K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.5% | 10,297 | $324K |
| Independent Financial Group, LLC | 0.01% | New | 9,768 | $307K |
| Moors & Cabot, Inc. | 0.02% | New | 9,300 | $292K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -0.2% | 8,425 | $265K |
| Wealthquest Corp | 0.03% | Reduce -42.7% | 8,130 | $256K |
| Lanark Financial, Inc. | 0.02% | Add +4.4% | 5,799 | $182K |
| Pineridge Advisors LLC | 0.02% | Reduce -7.4% | 1,687 | $53K |
| Comerica Bank | 0.00% | No change | 1,207 | $38K |
| UBS Group AG | 0.00% | New | 802 | $25K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 171 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 59 | $2K |
"% of holder's portfolio" is JANW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Jan-Usd the manager owns.