Alianzim US Eq BFR20 Jan-UsdJANWETF
13F holders, Q4 2024 (December 31)75holders +17
16new positions
7sold out
$33.63avg. 13F price*
At the end of Q4 2024, 75 institutions reported holding Alianzim US Eq BFR20 Jan-Usd (JANW) in their 13F filings, up 17 from Q3 2024. 16 opened new positions and 7 sold out. The largest holders were AE Wealth Management LLC ($107.9M), American Asset Management Inc. ($37.3M) and Commonwealth Equity Services, LLC ($15.5M).
- Company
- Alianzim US Eq BFR20 Jan-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q4 2024)
- CUSIP
- 00888H802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $48.8M |
| Exits | 7 | $4.1M |
All 13F filers, Q3 2024 → Q4 2024: 5,726,705 shares bought and 1,364,848 shares sold, net +4,361,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| AE Wealth Management LLC | 0.92% | Add +9235.9% | 3,207,993 | $107.9M |
| American Asset Management Inc. | 37.93% | Add +1420.8% | 1,109,269 | $37.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.7% | 460,893 | $15.5M |
| Raymond James Financial Inc. | 0.01% | — | 433,561 | $14.6M |
| Lloyd Advisory Services, LLC. | 6.88% | New | 431,946 | $14.5M |
| Wellment Financial | 13.91% | — | 328,986 | $11.1M |
| Outlook Wealth Advisors, LLC | 2.92% | New | 302,245 | $10.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.2% | 264,207 | $8.9M |
| Cetera Investment Advisers | 0.02% | Add +0.5% | 239,038 | $8.0M |
| Strategic Blueprint, LLC | 0.43% | Reduce -12.1% | 212,634 | $7.2M |
| Kestra Advisory Services, LLC | 0.04% | Add +4.1% | 198,580 | $6.7M |
| B.O.S.S. Retirement Advisors, LLC | 1.85% | New | 197,152 | $6.6M |
| Compass Advisory Group LLC | 1.55% | Reduce -82.1% | 128,663 | $4.3M |
| BCGM Wealth Management, LLC | 1.29% | No change | 121,070 | $4.1M |
| Howard Bailey Securities, LLC | 1.28% | New | 102,575 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +1.0% | 99,584 | $3.3M |
| Centaurus Financial, Inc. | 0.19% | Reduce -32.7% | 94,461 | $3.2M |
| Great Lakes Retirement, Inc. | 0.37% | New | 85,372 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.9% | 83,609 | $2.8M |
| GeoWealth Management, LLC | 0.09% | New | 77,316 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -77.7% | 61,781 | $2.1M |
| SMART Wealth LLC | 0.71% | New | 59,585 | $2.0M |
| Authentikos Wealth Advisory, LLC | 1.91% | New | 57,532 | $1.9M |
| Long Island Wealth Management, Inc. | 1.17% | Reduce -8.7% | 55,643 | $1.9M |
| IFP Advisors, Inc | 0.05% | Add +0.4% | 48,641 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +301.2% | 48,569 | $1.6M |
| Midwest Financial Network, LLC | 1.67% | — | 47,868 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.7% | 45,179 | $1.5M |
| Clear Point Advisors Inc. | 1.24% | Reduce -1.6% | 43,065 | $1.4M |
| Grantvest Financial Group LLC | 1.55% | — | 41,225 | $1.4M |
| FSA Advisors, Inc. | 1.54% | New | 37,508 | $1.3M |
| LifeWealth Investments, LLC | 0.79% | — | 35,669 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -86.7% | 34,078 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -4.7% | 32,898 | $1.1M |
| Csenge Advisory Group | 0.06% | New | 30,279 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.23% | Add +164.1% | 28,535 | $977K |
| Elevated Capital Advisors, LLC | 0.27% | Reduce -10.0% | 29,051 | $977K |
| LPL Financial LLC | 0.00% | Reduce -5.6% | 26,732 | $899K |
| Kingdom Financial Group LLC. | 0.60% | New | 26,158 | $880K |
| Lord & Richards Wealth Management, LLC | 1.80% | — | 25,392 | $854K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -4.1% | 23,408 | $787K |
| Blue Bell Private Wealth Management, LLC | 0.13% | Reduce -10.2% | 21,023 | $707K |
| Joseph P. Lucia & Associates, LLC | 0.31% | New | 20,415 | $687K |
| PFG Advisors | 0.04% | No change | 18,080 | $608K |
| Park Avenue Securities LLC | 0.01% | Add +4.7% | 17,869 | $601K |
| Advus Financial Partners, LLC | 0.17% | No change | 17,867 | $601K |
| Blackston Financial Advisory Group, LLC | 0.25% | New | 14,695 | $494K |
| Focus Financial Network, Inc. | 0.02% | Add +2.3% | 14,466 | $486K |
| Jane Street Group, LLC | 0.00% | Reduce -21.5% | 12,802 | $431K |
| Spire Wealth Management | 0.01% | No change | 12,005 | $404K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -8.8% | 11,920 | $399K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -10.4% | 11,835 | $398K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.1% | 11,626 | $391K |
| Wealthquest Corp | 0.03% | No change | 10,410 | $350K |
| Independent Financial Group, LLC | 0.01% | No change | 9,768 | $328K |
| Rothschild Wealth LLC | 0.08% | Reduce -3.8% | 8,386 | $282K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -9.7% | 7,358 | $247K |
| Moors & Cabot, Inc. | 0.01% | Reduce -20.5% | 6,600 | $222K |
| Wealthgarden F.S. LLC | 0.20% | Reduce -20.8% | 6,472 | $218K |
| Quest 10 Wealth Builders, Inc. | 0.21% | — | 6,404 | $215K |
| RIA Advisory Group LLC | 0.07% | New | 6,017 | $202K |
| Capital A Wealth Management, LLC | 0.23% | — | 4,194 | $141K |
| Creative Financial Designs Inc. | 0.01% | No change | 4,139 | $139K |
| Transce3nd, LLC | 0.05% | — | 4,099 | $138K |
| Comerica Bank | 0.00% | No change | 2,138 | $72K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -0.4% | 1,916 | $64K |
| Park Square Financial Group, LLC | 0.03% | — | 1,271 | $43K |
| Royal Bank of Canada | 0.00% | No change | 1,100 | $37K |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.5% | 992 | $33K |
| Pineridge Advisors LLC | 0.01% | New | 943 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 706 | $24K |
| Decker Retirement Planning Inc. | 0.01% | — | 556 | $19K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 186 | $6K |
| Cwm, LLC | 0.00% | No change | 56 | $2K |
| Lanark Financial, Inc. | 0.02% | — | 5 | $195 |
"% 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.