Alianzim US Eq BFR20 Jul-UsdJULWETF
13F holders, Q4 2024 (December 31)62holders −9
5new positions
15sold out
$35.07avg. 13F price*
At the end of Q4 2024, 62 institutions reported holding Alianzim US Eq BFR20 Jul-Usd (JULW) in their 13F filings, down 9 from Q3 2024. 5 opened new positions and 15 sold out. The largest holders were Commonwealth Equity Services, LLC ($51.3M), Osaic Holdings, Inc. ($16.6M) and Cetera Investment Advisers ($8.2M).
- Company
- Alianzim US Eq BFR20 Jul-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q4 2024)
- CUSIP
- 00888H406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $607K |
| Exits | 15 | $31.1M |
All 13F filers, Q3 2024 → Q4 2024: 95,245 shares bought and 2,533,405 shares sold, net −2,438,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Commonwealth Equity Services, LLC | 0.07% | Reduce -0.6% | 1,463,214 | $51.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -9.5% | 474,130 | $16.6M |
| Cetera Investment Advisers | 0.02% | Add +13.1% | 233,103 | $8.2M |
| American Asset Management Inc. | 5.74% | Reduce -0.1% | 161,058 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.4% | 154,683 | $5.4M |
| Centaurus Financial, Inc. | 0.29% | Reduce -2.1% | 135,978 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 106,100 | $3.7M |
| Strategic Blueprint, LLC | 0.21% | Reduce -57.3% | 102,276 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.4% | 96,529 | $3.4M |
| Kaye Capital Management | 1.47% | Add +0.3% | 92,752 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -35.4% | 76,466 | $2.7M |
| LPL Financial LLC | 0.00% | Add +27.1% | 66,080 | $2.3M |
| Elevated Capital Advisors, LLC | 0.59% | Add +41.5% | 61,973 | $2.2M |
| Wealthgarden F.S. LLC | 1.70% | Reduce -4.0% | 51,837 | $1.8M |
| Long Island Wealth Management, Inc. | 1.03% | Reduce -9.8% | 46,934 | $1.6M |
| Compass Advisory Group LLC | 0.58% | Reduce -12.5% | 46,591 | $1.6M |
| Midwest Financial Network, LLC | 1.52% | — | 41,802 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | No change | 41,501 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 33,525 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -2.6% | 33,436 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.22% | Reduce -0.6% | 25,412 | $910K |
| Focus Financial Network, Inc. | 0.04% | Reduce -1.8% | 25,601 | $898K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -5.8% | 25,467 | $893K |
| Susquehanna International Group, LLP | 0.00% | Add +190.8% | 24,626 | $864K |
| Harbour Investments, Inc. | 0.02% | Add +0.2% | 21,052 | $738K |
| Clear Point Advisors Inc. | 0.56% | No change | 18,521 | $649K |
| Grantvest Financial Group LLC | 0.72% | — | 18,476 | $648K |
| Spire Wealth Management | 0.02% | Add +0.0% | 17,619 | $618K |
| Wealth Group, Ltd. | 0.40% | Reduce -9.8% | 17,493 | $613K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.1% | 17,183 | $603K |
| IFP Advisors, Inc | 0.02% | No change | 16,074 | $564K |
| Jane Street Group, LLC | 0.00% | New | 15,605 | $547K |
| Access Financial Services, Inc. | 0.22% | Reduce -21.7% | 13,813 | $484K |
| RFG Advisory, LLC | 0.01% | No change | 12,429 | $436K |
| Advus Financial Partners, LLC | 0.12% | No change | 11,863 | $416K |
| Riggs Capital Management LLC | 0.39% | — | 11,249 | $394K |
| PFG Advisors | 0.02% | No change | 10,987 | $385K |
| HB Wealth Management, LLC | 0.00% | No change | 9,357 | $328K |
| GeoWealth Management, LLC | 0.01% | Reduce -61.4% | 9,101 | $319K |
| HBW Advisory Services LLC | 0.03% | Reduce -34.0% | 8,711 | $305K |
| Park Avenue Securities LLC | 0.00% | No change | 8,654 | $303K |
| Accurate Wealth Management, LLC | 0.06% | No change | 8,390 | $293K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -39.7% | 8,258 | $290K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -3.0% | 7,635 | $268K |
| AE Wealth Management LLC | 0.00% | Reduce -99.4% | 7,522 | $264K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -2.2% | 6,398 | $224K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 6,060 | $212K |
| MML Investors Services, LLC | 0.00% | Reduce -1.9% | 5,834 | $205K |
| Moors & Cabot, Inc. | 0.01% | Reduce -46.5% | 5,750 | $202K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $175K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,453 | $121K |
| NBT Bank, N.A. | 0.01% | No change | 2,630 | $92K |
| Global Retirement Partners, LLC | 0.00% | New | 1,500 | $53K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,167 | $41K |
| Morgan Stanley | 0.00% | Reduce -25.9% | 1,000 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 680 | $24K |
| Pineridge Advisors LLC | 0.01% | Reduce -65.9% | 414 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -0.7% | 142 | $5K |
| UBS Group AG | 0.00% | Reduce -96.4% | 114 | $4K |
| New Millennium Group LLC | 0.00% | New | 88 | $3K |
| Assetmark, Inc. | 0.00% | New | 75 | $3K |
| Wells Fargo & Company | 0.00% | New | 50 | $2K |
"% 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.