Alianzim US Eq BFR20 Jan-UsdJANWETF
13F holders, Q1 2025 (March 31)78holders +3
7new positions
5sold out
$33.21avg. 13F price*
At the end of Q1 2025, 78 institutions reported holding Alianzim US Eq BFR20 Jan-Usd (JANW) in their 13F filings, up 3 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were AE Wealth Management LLC ($110.3M), American Asset Management Inc. ($38.8M) and Osaic Holdings, Inc. ($22.4M).
- Company
- Alianzim US Eq BFR20 Jan-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2025)
- CUSIP
- 00888H802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.1M |
| Exits | 5 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,102,763 shares bought and 413,879 shares sold, net +688,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| AE Wealth Management LLC | 0.93% | Add +3.5% | 3,320,283 | $110.3M |
| American Asset Management Inc. | 38.56% | Add +5.2% | 1,167,401 | $38.8M |
| Osaic Holdings, Inc. | 0.05% | Add +155.8% | 675,869 | $22.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +13.7% | 524,193 | $17.4M |
| Lloyd Advisory Services, LLC. | 7.04% | Reduce -2.3% | 422,235 | $14.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.4% | 366,950 | $12.2M |
| Wellment Financial | 15.11% | Add +4.8% | 344,774 | $11.4M |
| Outlook Wealth Advisors, LLC | 2.73% | Reduce -2.3% | 295,278 | $9.8M |
| Cetera Investment Advisers | 0.02% | Add +7.1% | 256,117 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +4.8% | 208,057 | $6.9M |
| B.O.S.S. Retirement Advisors, LLC | 1.91% | Add +0.7% | 198,575 | $6.6M |
| Compass Advisory Group LLC | 1.48% | Reduce -0.2% | 128,366 | $4.3M |
| BCGM Wealth Management, LLC | 1.29% | Add +4.2% | 126,111 | $4.2M |
| Howard Bailey Securities, LLC | 1.26% | Add +11.1% | 113,940 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +35.8% | 113,556 | $3.8M |
| Centaurus Financial, Inc. | 0.22% | Add +15.8% | 109,362 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +5.0% | 104,556 | $3.5M |
| GeoWealth Management, LLC | 0.12% | Add +16.6% | 90,129 | $3.0M |
| Tounjian Advisory Partners, LLC | 0.54% | — | 86,116 | $2.9M |
| Great Lakes Retirement, Inc. | 0.35% | Reduce -5.0% | 81,149 | $2.7M |
| Kaye Capital Management | 1.03% | New | 75,754 | $2.5M |
| LifeWealth Investments, LLC | 1.00% | Add +76.3% | 62,886 | $2.1M |
| Authentikos Wealth Advisory, LLC | 1.61% | Add +7.7% | 61,965 | $2.1M |
| IFP Advisors, Inc | 0.06% | Add +24.1% | 60,339 | $2.0M |
| SMART Wealth LLC | 0.64% | Reduce -9.8% | 53,770 | $1.8M |
| Joseph P. Lucia & Associates, LLC | 0.76% | Add +146.7% | 50,360 | $1.7M |
| Spire Wealth Management | 0.05% | Add +312.0% | 49,464 | $1.6M |
| FSA Advisors, Inc. | 1.30% | Add +31.7% | 49,413 | $1.6M |
| Long Island Wealth Management, Inc. | 0.99% | Reduce -12.3% | 48,805 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.3% | 47,588 | $1.6M |
| Midwest Financial Network, LLC | 1.56% | Reduce -1.5% | 47,132 | $1.6M |
| Grantvest Financial Group LLC | 1.19% | Add +7.0% | 44,128 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Reduce -20.2% | 38,752 | $1.3M |
| Clear Point Advisors Inc. | 1.13% | Reduce -12.2% | 37,806 | $1.3M |
| Sigma Planning Corp | 0.03% | Reduce -3.4% | 32,920 | $1.1M |
| Csenge Advisory Group | 0.06% | Add +10.4% | 33,439 | $1.1M |
| Blackston Financial Advisory Group, LLC | 0.68% | Add +105.0% | 30,129 | $1.0M |
| Lord & Richards Wealth Management, LLC | 1.12% | Add +16.7% | 29,629 | $984K |
| Virtue Capital Management, LLC | 0.11% | New | 28,591 | $949K |
| Castle Rock Wealth Management, LLC | 0.25% | Reduce -1.1% | 28,212 | $937K |
| LPL Financial LLC | 0.00% | Add +4.6% | 27,961 | $929K |
| Elevated Capital Advisors, LLC | 0.26% | Reduce -3.9% | 27,915 | $927K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -22.4% | 25,522 | $848K |
| Kingdom Financial Group LLC. | 0.62% | Reduce -2.6% | 25,478 | $846K |
| Jane Street Group, LLC | 0.00% | Add +83.1% | 23,445 | $779K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.2% | 22,652 | $752K |
| StoneX Group Inc. | 0.04% | New | 21,970 | $730K |
| Blue Bell Private Wealth Management, LLC | 0.13% | Reduce -0.1% | 20,996 | $697K |
| Strategic Blueprint, LLC | 0.04% | Reduce -90.3% | 20,729 | $688K |
| PFG Advisors | 0.03% | Reduce -0.4% | 18,001 | $598K |
| Park Avenue Securities LLC | 0.01% | No change | 17,869 | $593K |
| Advus Financial Partners, LLC | 0.16% | Reduce -2.0% | 17,517 | $582K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +50.2% | 17,463 | $580K |
| Focus Financial Network, Inc. | 0.02% | Add +5.5% | 15,269 | $507K |
| Signal Advisors Wealth, LLC | 0.04% | New | 12,473 | $414K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 11,835 | $393K |
| Quest 10 Wealth Builders, Inc. | 0.42% | Add +83.2% | 11,730 | $390K |
| Wealthquest Corp | 0.03% | Reduce -6.0% | 9,780 | $325K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -28.5% | 8,520 | $282K |
| Moors & Cabot, Inc. | 0.01% | Add +27.3% | 8,400 | $279K |
| Rothschild Wealth LLC | 0.08% | No change | 8,386 | $278K |
| Susquehanna International Group, LLP | 0.00% | New | 7,955 | $264K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Reduce -14.1% | 6,318 | $210K |
| Lanark Financial, Inc. | 0.02% | — | 5,799 | $192K |
| Park Square Financial Group, LLC | 0.14% | Add +327.8% | 5,437 | $181K |
| Creative Financial Designs Inc. | 0.01% | Add +14.1% | 4,721 | $157K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,130 | $137K |
| Transce3nd, LLC | 0.06% | Reduce -0.4% | 4,083 | $136K |
| Allianz Investment Management U.S. LLC | 0.00% | New | 2,500 | $82K |
| Comerica Bank | 0.00% | No change | 2,138 | $71K |
| Capital A Wealth Management, LLC | 0.05% | Reduce -66.2% | 1,419 | $47K |
| Royal Bank of Canada | 0.00% | No change | 1,100 | $37K |
| JPMorgan Chase & Co. | 0.00% | No change | 992 | $33K |
| Pineridge Advisors LLC | 0.01% | Add +1.5% | 957 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 706 | $23K |
| Decker Retirement Planning Inc. | 0.01% | No change | 556 | $18K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 186 | $6K |
| 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.