Alianzim US Eq BFR20 Jul-UsdJULWETF
13F holders, Q2 2024 (June 30)54holders +9
17new positions
8sold out
$33.98avg. 13F price*
At the end of Q2 2024, 54 institutions reported holding Alianzim US Eq BFR20 Jul-Usd (JULW) in their 13F filings, up 9 from Q1 2024. 17 opened new positions and 8 sold out. The largest holders were Commonwealth Equity Services, LLC ($46.3M), AE Wealth Management LLC ($43.0M) and Osaic Holdings, Inc. ($11.7M).
- Company
- Alianzim US Eq BFR20 Jul-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q2 2024)
- CUSIP
- 00888H406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $28.8M |
| Exits | 8 | $3.8M |
All 13F filers, Q1 2024 → Q2 2024: 2,106,545 shares bought and 255,089 shares sold, net +1,851,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Commonwealth Equity Services, LLC | 0.07% | Add +0.2% | 1,391,009 | $46.3M |
| AE Wealth Management LLC | 0.43% | Add +8183.8% | 1,291,188 | $43.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -4.7% | 350,787 | $11.7M |
| Strategic Blueprint, LLC | 0.62% | Add +3.2% | 273,727 | $9.1M |
| Lloyd Advisory Services, LLC. | 3.68% | New | 234,697 | $7.8M |
| Outlook Wealth Advisors, LLC | 2.31% | New | 120,171 | $7.4M |
| Cetera Investment Advisers | 0.01% | Reduce -6.5% | 183,949 | $6.1M |
| American Asset Management Inc. | 6.41% | New | 162,117 | $5.4M |
| Centaurus Financial, Inc. | 0.34% | Reduce -28.2% | 153,690 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.5% | 137,675 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +47.3% | 67,102 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.3% | 58,337 | $1.9M |
| Compass Advisory Group LLC | 0.82% | No change | 55,261 | $1.8M |
| Long Island Wealth Management, Inc. | 1.22% | Reduce -1.0% | 52,059 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.4% | 50,232 | $1.7M |
| Great Lakes Retirement, Inc. | 0.21% | New | 45,582 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | New | 41,501 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | New | 41,501 | $1.4M |
| Old Mission Capital LLC | 0.03% | Reduce -42.3% | 32,214 | $1.1M |
| GeoWealth Management, LLC | 0.05% | New | 32,066 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -16.4% | 29,215 | $973K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -4.7% | 27,217 | $907K |
| Independent Financial Group, LLC | 0.03% | Reduce -31.9% | 25,340 | $844K |
| Focus Financial Network, Inc. | 0.03% | Add +14.0% | 23,217 | $782K |
| Wealth Group, Ltd. | 0.46% | Reduce -1.6% | 19,384 | $646K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 19,110 | $637K |
| Csenge Advisory Group | 0.04% | Add +72.3% | 18,903 | $630K |
| Clear Point Advisors Inc. | 0.51% | No change | 18,521 | $617K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +28.9% | 16,970 | $565K |
| IFP Advisors, Inc | 0.02% | Add +4175.0% | 16,074 | $535K |
| RFG Advisory, LLC | 0.02% | Reduce -2.0% | 14,976 | $499K |
| POM Investment Strategies, LLC | 0.34% | New | 12,593 | $419K |
| Harbour Investments, Inc. | 0.01% | Add +9.3% | 10,567 | $352K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | New | 10,412 | $347K |
| Advus Financial Partners, LLC | 0.11% | New | 10,378 | $346K |
| HB Wealth Management, LLC | 0.00% | No change | 9,357 | $312K |
| PFG Advisors | 0.02% | New | 9,027 | $301K |
| Park Avenue Securities LLC | 0.00% | New | 8,654 | $288K |
| Accurate Wealth Management, LLC | 0.07% | Add +19.2% | 8,390 | $284K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -5.2% | 8,475 | $282K |
| Kingdom Financial Group LLC. | 0.17% | New | 7,533 | $251K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -6.1% | 6,220 | $207K |
| Moors & Cabot, Inc. | 0.01% | No change | 6,150 | $205K |
| Koshinski Asset Management, Inc. | 0.02% | New | 6,060 | $204K |
| Farther Finance Advisors, LLC | 0.01% | No change | 5,440 | $182K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $166K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,453 | $115K |
| UBS Group AG | 0.00% | Add +6.5% | 2,086 | $69K |
| Morgan Stanley | 0.00% | No change | 1,650 | $55K |
| Pineridge Advisors LLC | 0.01% | Add +212.6% | 1,294 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 700 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 680 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | — | 143 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 103 | $3K |
"% 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.