Allianzim US BF15 Uncap JulJULU ETF 13F holders, Q1 2025 (March 31) 36 holders +18
18 new positions
1 sold out
$25.48 avg. 13F price*
At the end of Q1 2025 , 36 institutions reported holding Allianzim US BF15 Uncap Jul (JULU) in their 13F filings, up 18 from Q4 2024. 18 opened new positions and 1 sold out. The largest holders were Sanctuary Advisors, LLC ($9.7M), Atria Investments, Inc ($9.6M) and AE Wealth Management LLC ($8.7M).
Company Allianzim US BF15 Uncap Jul
Filed as AIM ETF PRODUCTS TRUST (Q1 2025)
CUSIP 00888H570
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025 Institutions Total Value New Positions 18 $22.7M Exits 1 $255K
All 13F filers, Q4 2024 → Q1 2025: 1,021,952 shares bought and 100,974 shares sold, net +920,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders Portfolio Manager % of Holder's Portfolio Change vs Q4 2024 Shares Value ▼ Sanctuary Advisors, LLC 0.07% Reduce -2.3% 379,310 $9.7M Atria Investments, Inc 0.12% Reduce -1.3% 375,410 $9.6M AE Wealth Management LLC 0.07% New 341,409 $8.7M Transcendent Capital Group LLC 4.53% New 315,496 $8.0M Commonwealth Equity Services, LLC 0.01% Reduce -0.7% 172,206 $4.4M Allianz Investment Management U.S. LLC 0.20% Reduce -26.3% 147,041 $3.7M RFG Advisory, LLC 0.09% Add +24.0% 123,569 $3.2M Cetera Investment Advisers 0.01% Add +3.8% 108,311 $2.8M Stephens Inc. 0.04% Add +8.0% 93,574 $2.4M Osaic Holdings, Inc. 0.00% Add +3733.0% 78,883 $2.0M Lloyd Advisory Services, LLC. 0.88% New 68,763 $1.8M B.O.S.S. Retirement Advisors, LLC 0.48% New 64,977 $1.7M Howard Bailey Securities, LLC 0.28% New 32,791 $836K Tounjian Advisory Partners, LLC 0.13% — 26,920 $687K JPMorgan Chase & Co. 0.00% New 25,739 $657K Grantvest Financial Group LLC 0.52% Reduce -4.6% 25,327 $646K NBZ Investment Advisors LLC 0.35% Reduce -48.6% 23,482 $599K Old Mission Capital LLC 0.01% Add +126.1% 22,593 $576K Kestra Advisory Services, LLC 0.00% Add +4.4% 19,124 $488K Susquehanna International Group, LLP 0.00% Add +76.7% 18,766 $479K Great Lakes Retirement, Inc. 0.05% New 15,438 $394K LifeWealth Investments, LLC 0.18% New 14,491 $370K Southland Equity Partners LLC 0.05% No change 8,697 $222K Barclays PLC 0.00% New 5,390 $137K Transce3nd, LLC 0.01% New 1,078 $28K Creative Financial Designs Inc. 0.00% No change 1,000 $26K Harbour Investments, Inc. 0.00% No change 986 $25K Quest 10 Wealth Builders, Inc. 0.02% New 865 $22K Lord & Richards Wealth Management, LLC 0.02% New 854 $22K Park Square Financial Group, LLC 0.01% New 532 $14K Pineridge Advisors LLC 0.00% New 330 $8K Capital A Wealth Management, LLC 0.01% New 295 $8K Decker Retirement Planning Inc. 0.00% New 199 $5K Richard W. Paul & Associates, LLC 0.00% New 63 $2K USA Financial Formulas 0.00% New 47 $1K UBS Group AG 0.00% Reduce -69.2% 20 $510
"% of holder's portfolio" is JULU's weight in each manager's 13F, not the share of Allianzim US BF15 Uncap Jul the manager owns.