Alianzim US Eq BFR20 Jan-UsdJANWETF

13F holders, Q2 2024 (June 30)
61holders +7
13new positions
8sold out
1famous investor
$32.20avg. 13F price*

At the end of Q2 2024, 61 institutions reported holding Alianzim US Eq BFR20 Jan-Usd (JANW) in their 13F filings, up 7 from Q1 2024. 13 opened new positions and 8 sold out. The largest holders were Compass Advisory Group LLC ($28.9M), Commonwealth Equity Services, LLC ($17.1M) and Osaic Holdings, Inc. ($9.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alianzim US Eq BFR20 Jan-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q2 2024)
CUSIP
00888H802
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 54Q1 2024Q2 2024: 61Q2 2024Q3 2024: 58Q3 2024Q4 2024: 75Q4 2024Q1 2025: 78Q1 2025Q2 2025: 81Q2 2025Q3 2025: 67Q3 2025Q4 2025: 71Q4 2025Q1 2026: 87Q1 2026Q2 2026: 88Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions13$7.8M
Exits8$12.5M

All 13F filers, Q1 2024 → Q2 2024: 271,534 shares bought and 3,669,995 shares sold, net −3,398,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Compass Advisory Group LLC 12.85% Add +0.6% 898,414 $28.9M
Commonwealth Equity Services, LLC 0.03% Add +0.4% 530,511 $17.1M
Osaic Holdings, Inc. 0.02% Reduce -49.9% 282,327 $9.1M
Sigma Planning Corp 0.26% Add +0.8% 257,069 $8.3M
Cetera Investment Advisers 0.02% Reduce -32.7% 250,467 $8.1M
Strategic Blueprint, LLC 0.54% Reduce -1.4% 248,085 $8.0M
Kestra Advisory Services, LLC 0.04% Reduce -1.6% 218,548 $7.0M
Raymond James & Associates 0.00% Reduce -0.7% 214,985 $6.9M
Axxcess Wealth Management, LLC 0.18% Reduce -26.2% 206,509 $6.6M
Raymond James Financial Services Advisors, Inc. 0.01% Add +7.9% 199,930 $6.4M
Envestnet Asset Management Inc. 0.00% Reduce -32.3% 179,225 $5.8M
Centaurus Financial, Inc. 0.31% Reduce -3.9% 143,661 $4.6M
BCGM Wealth Management, LLC 1.36% No change 121,808 $3.9M
Atria Wealth Solutions, Inc. 0.04% Reduce -10.6% 112,759 $3.6M
IFP Advisors, Inc 0.11% Reduce -10.4% 86,443 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.6% 82,836 $2.7M
American Asset Management Inc. 2.96% Reduce -1.2% 77,381 $2.5M
MML Investors Services, LLC 0.01% Add +1.6% 75,529 $2.4M
RFG Advisory, LLC 0.07% Reduce -12.5% 67,048 $2.2M
Elevated Capital Advisors, LLC 0.56% New 61,943 $2.0M
Long Island Wealth Management, Inc. 1.38% Reduce -17.1% 60,797 $2.0M
Gladstone Institutional Advisory LLC 0.09% New 51,712 $1.7M
AE Wealth Management LLC 0.01% Reduce -98.2% 46,261 $1.5M
Clear Point Advisors Inc. 1.16% No change 43,765 $1.4M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -4.4% 34,724 $1.1M
LPL Financial LLC 0.00% Add +12.2% 31,190 $1.0M
Epic Trust Investment Advisors, LLC 1.08% Reduce -2.4% 30,493 $982K
Susquehanna International Group, LLP 0.00% New 27,782 $895K
Kingsview Wealth Management, LLC 0.02% Reduce -0.7% 24,996 $805K
Blue Bell Private Wealth Management, LLC 0.16% Reduce -2.9% 23,686 $763K
PFG Advisors 0.04% No change 20,523 $661K
Advus Financial Partners, LLC 0.20% No change 20,310 $654K
Park Avenue Securities LLC 0.01% No change 19,584 $631K
Spire Wealth Management 0.02% Reduce -27.6% 19,408 $625K
Old Mission Capital LLC 0.01% New 16,974 $547K
Jane Street Group, LLC 0.00% New 16,685 $537K
FSA Advisors, Inc. 0.51% Reduce -0.6% 15,413 $485K
Diversify Advisory Services, LLC 0.03% New 14,370 $465K
OneDigital Investment Advisors LLC 0.01% New 14,370 $463K
Focus Financial Network, Inc. 0.02% Add +0.2% 14,098 $457K
Citadel Advisors 0.00% New 13,363 $430K
Koshinski Asset Management, Inc. 0.04% Reduce -7.7% 13,210 $428K
Harbour Investments, Inc. 0.01% Reduce -24.4% 12,885 $415K
Secured Retirement Advisors, LLC 0.31% Reduce -7.9% 12,345 $398K
Castle Rock Wealth Management, LLC 0.09% No change 10,805 $349K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.9% 10,392 $335K
Independent Financial Group, LLC 0.01% No change 9,768 $315K
Moors & Cabot, Inc. 0.02% Reduce -5.4% 8,800 $283K
DHJJ Financial Advisors, Ltd. 0.11% No change 8,425 $271K
Rothschild Wealth LLC 0.09% New 8,386 $270K
JPMorgan Chase & Co. 0.00% New 8,368 $269K
Wealthgarden F.S. LLC 0.28% — 8,180 $263K
Wealthquest Corp 0.03% No change 8,130 $262K
Royal Bank of Canada 0.00% New 6,509 $209K
Lanark Financial, Inc. 0.02% No change 5,799 $186K
Coppell Advisory Solutions LLC 0.01% — 1,923 $62K
UBS Group AG 0.00% Add +122.8% 1,787 $58K
Comerica Bank 0.00% No change 1,207 $39K
Steward Partners Investment Advisory, LLC 0.00% New 706 $23K
Great Lakes Retirement, Inc. 0.00% Reduce -99.6% 373 $12K
Cwm, LLC 0.00% New 56 $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.