Alianzim US Eq BFR20 Jul-UsdJULWETF
13F holders, Q3 2024 (September 30)71holders +17
18new positions
2sold out
$34.54avg. 13F price*
At the end of Q3 2024, 71 institutions reported holding Alianzim US Eq BFR20 Jul-Usd (JULW) in their 13F filings, up 17 from Q2 2024. 18 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($50.8M), AE Wealth Management LLC ($46.1M) and Osaic Holdings, Inc. ($18.1M).
- Company
- Alianzim US Eq BFR20 Jul-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q3 2024)
- CUSIP
- 00888H406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $22.1M |
| Exits | 2 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,207,160 shares bought and 107,745 shares sold, net +1,099,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Commonwealth Equity Services, LLC | 0.08% | Add +5.8% | 1,471,569 | $50.8M |
| AE Wealth Management LLC | 0.42% | Add +3.4% | 1,335,293 | $46.1M |
| Osaic Holdings, Inc. | 0.04% | Add +49.3% | 523,732 | $18.1M |
| Mid-American Wealth Advisory Group, Inc. | 6.10% | New | 281,077 | $9.7M |
| Strategic Blueprint, LLC | 0.52% | Reduce -12.4% | 239,713 | $8.3M |
| Lloyd Advisory Services, LLC. | 3.92% | Reduce -0.1% | 234,534 | $8.1M |
| Cetera Investment Advisers | 0.02% | Add +12.0% | 206,093 | $7.1M |
| American Asset Management Inc. | 6.02% | Reduce -0.5% | 161,308 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.8% | 152,496 | $5.3M |
| Centaurus Financial, Inc. | 0.31% | Reduce -9.6% | 138,954 | $4.8M |
| Outlook Wealth Advisors, LLC | 1.20% | Add +0.4% | 120,687 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +135.6% | 118,351 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +90.4% | 111,065 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +47.4% | 98,895 | $3.4M |
| Kaye Capital Management | 1.28% | New | 92,484 | $3.2M |
| Howard Bailey Securities, LLC | 0.81% | — | 61,730 | $2.1M |
| Wealthgarden F.S. LLC | 1.81% | New | 53,981 | $1.9M |
| Compass Advisory Group LLC | 0.72% | Reduce -3.6% | 53,261 | $1.8M |
| Long Island Wealth Management, Inc. | 1.18% | Reduce -0.1% | 52,034 | $1.8M |
| LPL Financial LLC | 0.00% | Add +78.0% | 52,010 | $1.8M |
| Great Lakes Retirement, Inc. | 0.20% | Reduce -2.3% | 44,526 | $1.5M |
| Elevated Capital Advisors, LLC | 0.40% | New | 43,802 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | No change | 41,501 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | No change | 41,501 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Add +35.4% | 34,321 | $1.2M |
| Authentikos Wealth Advisory, LLC | 1.09% | New | 32,904 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +46.8% | 28,051 | $969K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -0.7% | 27,034 | $934K |
| Focus Financial Network, Inc. | 0.04% | Add +12.3% | 26,079 | $901K |
| Castle Rock Wealth Management, LLC | 0.21% | New | 25,571 | $880K |
| GeoWealth Management, LLC | 0.03% | Reduce -26.6% | 23,553 | $813K |
| Old Mission Capital LLC | 0.02% | Reduce -33.4% | 21,448 | $741K |
| Harbour Investments, Inc. | 0.02% | Add +98.9% | 21,016 | $726K |
| SMART Wealth LLC | 0.27% | New | 19,574 | $676K |
| Wealth Group, Ltd. | 0.45% | No change | 19,384 | $669K |
| Clear Point Advisors Inc. | 0.49% | No change | 18,521 | $640K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | Add +71.8% | 17,892 | $618K |
| Access Financial Services, Inc. | 0.28% | New | 17,643 | $609K |
| Spire Wealth Management | 0.02% | New | 17,616 | $608K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.1% | 17,158 | $593K |
| IFP Advisors, Inc | 0.02% | No change | 16,074 | $555K |
| Farther Finance Advisors, LLC | 0.02% | Add +151.8% | 13,698 | $473K |
| HBW Advisory Services LLC | 0.07% | New | 13,195 | $456K |
| RFG Advisory, LLC | 0.01% | Reduce -17.0% | 12,429 | $429K |
| Advus Financial Partners, LLC | 0.12% | Add +14.3% | 11,863 | $410K |
| BCGM Wealth Management, LLC | 0.12% | New | 11,017 | $381K |
| PFG Advisors | 0.02% | Add +21.7% | 10,987 | $379K |
| Moors & Cabot, Inc. | 0.02% | Add +74.8% | 10,750 | $371K |
| HB Wealth Management, LLC | 0.00% | No change | 9,357 | $323K |
| Park Avenue Securities LLC | 0.00% | No change | 8,654 | $299K |
| Susquehanna International Group, LLP | 0.00% | New | 8,469 | $293K |
| Accurate Wealth Management, LLC | 0.06% | No change | 8,390 | $290K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Reduce -7.1% | 7,875 | $272K |
| Kingdom Financial Group LLC. | 0.18% | Reduce -6.1% | 7,076 | $244K |
| FSA Advisors, Inc. | 0.23% | New | 6,786 | $226K |
| First Heartland Consultants, Inc. | 0.02% | Add +5.1% | 6,540 | $226K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 6,060 | $209K |
| Raymond James & Associates | 0.00% | New | 6,022 | $208K |
| MML Investors Services, LLC | 0.00% | New | 5,946 | $205K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $172K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,453 | $119K |
| UBS Group AG | 0.00% | Add +51.9% | 3,169 | $109K |
| NBT Bank, N.A. | 0.01% | New | 2,630 | $91K |
| Morgan Stanley | 0.00% | Reduce -18.2% | 1,350 | $47K |
| Pineridge Advisors LLC | 0.02% | Reduce -6.2% | 1,214 | $42K |
| Creative Financial Designs Inc. | 0.00% | New | 1,167 | $40K |
| Lanark Financial, Inc. | 0.00% | No change | 700 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 680 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 143 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 138 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +4.8% | 108 | $4K |
"% 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.