Alianzim US Eq BFR20 Jul-UsdJULWETF
13F holders, Q1 2024 (March 31)45holders
$32.61avg. 13F price*
At the end of Q1 2024, 45 institutions reported holding Alianzim US Eq BFR20 Jul-Usd (JULW) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($45.3M), Osaic Holdings, Inc. ($12.0M) and Strategic Blueprint, LLC ($8.7M).
- Company
- Alianzim US Eq BFR20 Jul-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2024)
- CUSIP
- 00888H406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 14 | $15.0M |
Ownership 45 holders
| Commonwealth Equity Services, LLC | 0.08% | Reduce -6.8% | 1,387,880 | $45.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -33.0% | 368,127 | $12.0M |
| Strategic Blueprint, LLC | 0.61% | Add +6.9% | 265,277 | $8.7M |
| Centaurus Financial, Inc. | 0.49% | Reduce -0.9% | 214,133 | $7.0M |
| Cetera Investment Advisers | 0.02% | Add +116.1% | 196,746 | $6.4M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -15.6% | 135,593 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 62,229 | $2.0M |
| Old Mission Capital LLC | 0.04% | Add +661.2% | 55,839 | $1.8M |
| Compass Advisory Group LLC | 0.80% | Reduce -1.8% | 55,261 | $1.8M |
| Long Island Wealth Management, Inc. | 1.21% | No change | 52,598 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.3% | 50,427 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -22.3% | 45,542 | $1.5M |
| Independent Financial Group, LLC | 0.06% | No change | 37,220 | $1.2M |
| LPL Financial LLC | 0.00% | Add +42.7% | 34,947 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.6% | 29,332 | $957K |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -27.5% | 28,565 | $932K |
| Lincoln National Corp. | 0.01% | Reduce -3.0% | 21,733 | $709K |
| Focus Financial Network, Inc. | 0.03% | — | 20,371 | $658K |
| Wealth Group, Ltd. | 0.48% | — | 19,692 | $642K |
| MML Investors Services, LLC | 0.00% | Add +4.4% | 19,291 | $629K |
| Clear Point Advisors Inc. | 0.50% | No change | 18,521 | $604K |
| Jane Street Group, LLC | 0.00% | Reduce -10.1% | 16,674 | $544K |
| AE Wealth Management LLC | 0.01% | Reduce -99.2% | 15,587 | $508K |
| RFG Advisory, LLC | 0.02% | Reduce -88.0% | 15,278 | $498K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.8% | 13,162 | $429K |
| Imprint Wealth LLC | 0.09% | New | 11,050 | $360K |
| Csenge Advisory Group | 0.02% | Reduce -21.4% | 10,973 | $358K |
| HRT Financial LP | 0.00% | New | 10,179 | $331K |
| JPMorgan Chase & Co. | 0.00% | New | 10,137 | $331K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.2% | 9,669 | $315K |
| HB Wealth Management, LLC | 0.00% | No change | 9,357 | $305K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -0.5% | 8,940 | $292K |
| Two Sigma Securities, LLC | 0.01% | Add +18.6% | 8,309 | $271K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -8.0% | 7,040 | $226K |
| First Heartland Consultants, Inc. | 0.02% | No change | 6,625 | $216K |
| Moors & Cabot, Inc. | 0.01% | New | 6,150 | $201K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.1% | 5,440 | $177K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $163K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -22.5% | 3,453 | $113K |
| UBS Group AG | 0.00% | Add +107.0% | 1,958 | $64K |
| Morgan Stanley | 0.00% | Reduce -13.2% | 1,650 | $54K |
| Lanark Financial, Inc. | 0.00% | No change | 700 | $22K |
| Pineridge Advisors LLC | 0.00% | Reduce -75.1% | 414 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 376 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 163 | $5K |
"% of holder's portfolio" is JULW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Jul-Usd the manager owns.