Alianzim US Eq BFR20 Jan-UsdJANWETF

13F holders, Q4 2025 (December 31)
71holders +4
6new positions
9sold out
$37.01avg. 13F price*

At the end of Q4 2025, 71 institutions reported holding Alianzim US Eq BFR20 Jan-Usd (JANW) in their 13F filings, up 4 from Q3 2025. 6 opened new positions and 9 sold out. The largest holders were American Asset Management Inc. ($41.5M), AE Wealth Management LLC ($37.6M) and Commonwealth Equity Services, LLC ($20.9M).

Company
Alianzim US Eq BFR20 Jan-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$1.7M
Exits9$5.7M

All 13F filers, Q3 2025 → Q4 2025: 463,955 shares bought and 331,707 shares sold, net +132,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

American Asset Management Inc. 35.22% Reduce -0.8% 1,122,303 $41.5M
AE Wealth Management LLC 0.22% Add +2.3% 1,014,747 $37.6M
Commonwealth Equity Services, LLC 0.03% Add +7.7% 565,907 $20.9M
Raymond James Financial Inc. 0.00% Add +1.3% 389,509 $14.4M
Osaic Holdings, Inc. 0.02% Reduce -7.5% 278,618 $10.3M
LPL Financial LLC 0.00% Add +50.0% 251,306 $9.3M
Outlook Wealth Advisors, LLC 1.98% Add +92.6% 236,565 $8.8M
Cetera Investment Advisers 0.01% Reduce -12.8% 231,375 $8.6M
Kestra Advisory Services, LLC 0.03% Reduce -0.3% 186,213 $6.9M
Wellment Financial 6.52% Reduce -2.5% 149,933 $5.5M
BCGM Wealth Management, LLC 1.18% No change 124,426 $4.6M
Compass Advisory Group LLC 1.16% Reduce -4.3% 116,004 $4.3M
Allianz Investment Management LLC 2.37% — 102,451 $3.8M
Long Island Wealth Management, Inc. 1.70% Reduce -0.6% 97,123 $3.6M
Aegis Wealth Management, Inc. 2.48% — 85,356 $3.2M
PFG Advisors 0.13% Add +314.9% 72,869 $2.7M
Advyzon Investment Management, LLC 0.29% Add +826.7% 67,036 $2.5M
Networth Advisors, LLC 1.72% — 62,796 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -10.0% 59,361 $2.2M
IFP Advisors, Inc 0.05% Reduce -1.0% 59,128 $2.2M
Centaurus Financial, Inc. 0.10% Reduce -12.1% 57,126 $2.1M
Guardian Capital, LLC 1.89% — 57,007 $2.1M
Integrated Wealth Management 1.87% — 44,849 $1.7M
Blue Water Asset Management 0.58% — 43,605 $1.6M
Joseph P. Lucia & Associates, LLC 0.56% Reduce -9.7% 41,855 $1.5M
Grantvest Financial Group LLC 0.97% Reduce -2.2% 41,050 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.7% 38,232 $1.4M
FSA Advisors, Inc. 0.93% Add +15.8% 36,244 $1.3M
Midwest Financial Network, LLC 1.02% Reduce -26.1% 35,728 $1.3M
Harbour Investments, Inc. 0.03% Reduce -2.1% 35,321 $1.3M
Spire Wealth Management 0.04% Reduce -14.2% 34,833 $1.3M
Clear Point Advisors Inc. 0.95% Reduce -11.7% 32,962 $1.2M
Castle Rock Wealth Management, LLC 0.26% Add +16.3% 32,808 $1.2M
Sigma Planning Corp 0.03% Add +2.3% 32,857 $1.2M
Elevated Capital Advisors, LLC 0.25% Add +2.6% 29,095 $1.1M
Lloyd Advisory Services, LLC. 0.38% Add +289.7% 26,144 $968K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -0.9% 24,328 $900K
Blackston Financial Advisory Group, LLC 0.52% Add +12.6% 22,968 $850K
Concurrent Investment Advisors, LLC 0.01% Add +0.9% 20,546 $760K
Blue Bell Private Wealth Management, LLC 0.10% Reduce -7.3% 18,442 $683K
SMART Wealth LLC 0.20% New 17,809 $659K
Arkadios Wealth Advisors 0.01% No change 17,622 $652K
Signal Advisors Wealth, LLC 0.05% Reduce -53.0% 17,556 $650K
Advus Financial Partners, LLC 0.13% Reduce -10.7% 14,392 $533K
Focus Financial Network, Inc. 0.02% Reduce -6.0% 14,375 $532K
BIP Wealth, LLC 0.02% New 14,228 $527K
Park Avenue Securities LLC 0.00% Reduce -11.7% 11,894 $440K
Csenge Advisory Group 0.02% Add +5.3% 11,213 $415K
Modern Wealth Management, LLC 0.01% Reduce -68.9% 10,750 $398K
Koshinski Asset Management, Inc. 0.03% Add +5.2% 10,480 $388K
Stirlingshire Investments, Inc. 0.34% — 10,456 $387K
LifeWealth Investments, LLC 0.10% Add +0.8% 8,579 $318K
Rothschild Wealth LLC 0.03% No change 8,386 $310K
Moors & Cabot, Inc. 0.01% No change 7,900 $292K
Wealthquest Corp 0.02% New 7,540 $279K
CreativeOne Wealth, LLC 0.01% No change 5,870 $217K
Lanark Financial, Inc. 0.02% Reduce -1.3% 5,723 $212K
RIA Advisory Group LLC 0.05% No change 5,640 $209K
Quest 10 Wealth Builders, Inc. 0.19% Add +7.9% 5,618 $208K
DHJJ Financial Advisors, Ltd. 0.07% No change 5,565 $206K
Creative Financial Designs Inc. 0.01% Reduce -15.1% 4,067 $151K
Kingdom Financial Group LLC. 0.04% New 3,577 $132K
Royal Bank of Canada 0.00% Add +193.3% 3,226 $120K
Farther Finance Advisors, LLC 0.00% Reduce -32.3% 2,797 $104K
Allianz SE 0.00% New 2,500 $93K
GeoWealth Management, LLC 0.00% No change 2,322 $86K
Comerica Bank 0.00% No change 2,138 $79K
Key Capital Management, INC 0.03% — 913 $34K
Decker Retirement Planning Inc. 0.01% Add +7.8% 760 $28K
Steward Partners Investment Advisory, LLC 0.00% No change 689 $26K
Assetmark, Inc. 0.00% New 95 $4K

"% 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.