All US Equ BUF10 Jul ETF-UsdJULTETF
13F holders, Q1 2025 (March 31)39holders −5
4new positions
8sold out
$38.25avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding All US Equ BUF10 Jul ETF-Usd (JULT) in their 13F filings, down 5 from Q4 2024. 4 opened new positions and 8 sold out. The largest holders were WealthPlan Investment Management, LLC ($8.0M), Commonwealth Equity Services, LLC ($6.6M) and Osaic Holdings, Inc. ($5.6M).
- Company
- All US Equ BUF10 Jul ETF-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2025)
- CUSIP
- 00888H307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $11.8M |
| Exits | 8 | $18.5M |
All 13F filers, Q4 2024 → Q1 2025: 319,356 shares bought and 566,633 shares sold, net −247,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| WealthPlan Investment Management, LLC | 0.79% | New | 209,504 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.8% | 172,248 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -24.0% | 145,396 | $5.6M |
| WealthPLAN Partners, LLC | 0.52% | New | 97,178 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 38,830 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -7.6% | 36,161 | $1.4M |
| Jim Saulnier & Associates, LLC | 1.00% | No change | 33,655 | $1.3M |
| Centaurus Financial, Inc. | 0.07% | Reduce -3.6% | 30,992 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -21.6% | 29,863 | $1.1M |
| Grantvest Financial Group LLC | 0.75% | No change | 24,102 | $922K |
| Bison Wealth, LLC | 0.07% | No change | 18,656 | $714K |
| Rothschild Wealth LLC | 0.18% | No change | 16,609 | $635K |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 15,443 | $591K |
| Independent Financial Group, LLC | 0.02% | Reduce -27.8% | 14,319 | $548K |
| Money Concepts Capital Corp. | 0.03% | Add +2.5% | 12,126 | $464K |
| LPL Financial LLC | 0.00% | Reduce -5.4% | 9,198 | $352K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.1% | 8,971 | $343K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.2% | 8,448 | $323K |
| Old Mission Capital LLC | 0.01% | Reduce -70.6% | 8,294 | $317K |
| Nvest Financial, LLC | 0.16% | Add +1.9% | 7,979 | $305K |
| Sanctuary Advisors, LLC | 0.00% | No change | 7,112 | $272K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -0.1% | 6,961 | $266K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -32.5% | 6,574 | $251K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 6,352 | $243K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.0% | 5,747 | $220K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -30.6% | 5,662 | $217K |
| AE Wealth Management LLC | 0.00% | Reduce -12.5% | 5,638 | $216K |
| Townsquare Capital LLC | 0.00% | No change | 5,531 | $212K |
| JPMorgan Chase & Co. | 0.00% | Add +4063.6% | 5,371 | $205K |
| McAdam, LLC | 0.01% | No change | 5,321 | $204K |
| UBS Group AG | 0.00% | Add +2331.8% | 3,064 | $117K |
| Barclays PLC | 0.00% | New | 2,531 | $97K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,500 | $57K |
| Harbour Investments, Inc. | 0.00% | Reduce -35.7% | 1,459 | $56K |
| Allianz Investment Management U.S. LLC | 0.00% | No change | 1,310 | $49K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,000 | $38K |
| Morgan Stanley | 0.00% | New | 505 | $19K |
| Allworth Financial LP | 0.00% | No change | 129 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 57 | $2K |
"% of holder's portfolio" is JULT's weight in each manager's 13F, not the share of All US Equ BUF10 Jul ETF-Usd the manager owns.