Alianzim US Eq BFR20 Jan-UsdJANWETF

13F holders, Q3 2024 (September 30)
58holders −3
4new positions
6sold out
1famous investor
$32.99avg. 13F price*

At the end of Q3 2024, 58 institutions reported holding Alianzim US Eq BFR20 Jan-Usd (JANW) in their 13F filings, down 3 from Q2 2024. 4 opened new positions and 6 sold out. The largest holders were Compass Advisory Group LLC ($23.7M), Commonwealth Equity Services, LLC ($15.3M) and Gladstone Institutional Advisory LLC ($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 (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$190K
Exits6$10.6M

All 13F filers, Q2 2024 → Q3 2024: 255,801 shares bought and 816,882 shares sold, net −561,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 58 holders

Compass Advisory Group LLC 9.22% Reduce -19.9% 719,544 $23.7M
Commonwealth Equity Services, LLC 0.02% Reduce -12.5% 464,011 $15.3M
Gladstone Institutional Advisory LLC 0.45% Add +436.1% 277,228 $9.1M
Osaic Holdings, Inc. 0.02% Reduce -4.3% 270,079 $8.9M
Sigma Planning Corp 0.26% Reduce -0.7% 255,319 $8.4M
Strategic Blueprint, LLC 0.50% Reduce -2.5% 241,890 $8.0M
Cetera Investment Advisers 0.02% Reduce -5.1% 237,786 $7.8M
Raymond James & Associates 0.00% Add +0.3% 215,588 $7.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +2.8% 205,580 $6.8M
Kestra Advisory Services, LLC 0.03% Reduce -12.7% 190,736 $6.3M
Envestnet Asset Management Inc. 0.00% Reduce -6.9% 166,932 $5.5M
Centaurus Financial, Inc. 0.29% Reduce -2.3% 140,434 $4.6M
BCGM Wealth Management, LLC 1.29% Reduce -0.6% 121,070 $4.0M
Atria Wealth Solutions, Inc. 0.04% Reduce -12.5% 98,628 $3.2M
MML Investors Services, LLC 0.01% No change 75,529 $2.5M
American Asset Management Inc. 2.60% Reduce -5.7% 72,938 $2.4M
Long Island Wealth Management, Inc. 1.32% Add +0.2% 60,926 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -40.2% 49,504 $1.6M
IFP Advisors, Inc 0.06% Reduce -44.0% 48,454 $1.6M
Clear Point Advisors Inc. 1.11% No change 43,765 $1.4M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -0.6% 34,508 $1.1M
AE Wealth Management LLC 0.01% Reduce -25.7% 34,362 $1.1M
Elevated Capital Advisors, LLC 0.28% Reduce -47.9% 32,287 $1.1M
LPL Financial LLC 0.00% Reduce -9.2% 28,321 $933K
Old Mission Capital LLC 0.02% Add +45.6% 24,710 $814K
Kingsview Wealth Management, LLC 0.02% Reduce -2.4% 24,398 $804K
Blue Bell Private Wealth Management, LLC 0.15% Reduce -1.2% 23,402 $771K
PFG Advisors 0.04% Reduce -11.9% 18,080 $596K
Advus Financial Partners, LLC 0.17% Reduce -12.0% 17,867 $589K
Park Avenue Securities LLC 0.01% Reduce -12.9% 17,063 $562K
Jane Street Group, LLC 0.00% Reduce -2.2% 16,311 $537K
Rothschild Wealth LLC 0.15% Add +4.0% 8,720 $517K
JPMorgan Chase & Co. 0.00% Add +81.6% 15,195 $501K
OneDigital Investment Advisors LLC 0.01% No change 14,370 $473K
Focus Financial Network, Inc. 0.02% Add +0.3% 14,136 $466K
Koshinski Asset Management, Inc. 0.04% No change 13,210 $435K
Diversify Advisory Services, LLC 0.02% Reduce -9.1% 13,070 $433K
Harbour Investments, Inc. 0.01% Reduce -6.0% 12,107 $399K
Spire Wealth Management 0.01% Reduce -38.1% 12,005 $395K
Castle Rock Wealth Management, LLC 0.09% No change 10,805 $356K
Wealthquest Corp 0.03% Add +28.0% 10,410 $343K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.2% 10,374 $342K
Independent Financial Group, LLC 0.01% No change 9,768 $322K
Citadel Advisors 0.00% Reduce -37.4% 8,366 $276K
Moors & Cabot, Inc. 0.01% Reduce -5.7% 8,300 $273K
Wealthgarden F.S. LLC 0.26% Reduce -0.1% 8,173 $269K
DHJJ Financial Advisors, Ltd. 0.11% Reduce -3.3% 8,148 $268K
Lanark Financial, Inc. 0.02% No change 5,799 $191K
Creative Financial Designs Inc. 0.01% New 4,139 $136K
Comerica Bank 0.00% Add +77.1% 2,138 $70K
Coppell Advisory Solutions LLC 0.01% No change 1,923 $63K
Royal Bank of Canada 0.00% Reduce -83.1% 1,100 $36K
Farther Finance Advisors, LLC 0.00% New 791 $26K
Steward Partners Investment Advisory, LLC 0.00% No change 706 $23K
UBS Group AG 0.00% Reduce -67.8% 576 $19K
Jones Financial Companies LLLP 0.00% New 514 $17K
Aspire Wealth Management Corp 0.01% New 313 $10K
Cwm, LLC 0.00% No change 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.