Alianzim US Eq BFR20 Jul-UsdJULWETF
13F holders, Q1 2025 (March 31)57holders −5
5new positions
9sold out
$34.46avg. 13F price*
At the end of Q1 2025, 57 institutions reported holding Alianzim US Eq BFR20 Jul-Usd (JULW) in their 13F filings, down 5 from Q4 2024. 5 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($48.4M), Osaic Holdings, Inc. ($13.3M) and Cetera Investment Advisers ($9.5M).
- Company
- Alianzim US Eq BFR20 Jul-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2025)
- CUSIP
- 00888H406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $782K |
| Exits | 9 | $5.5M |
All 13F filers, Q4 2024 → Q1 2025: 107,653 shares bought and 384,963 shares sold, net −277,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Commonwealth Equity Services, LLC | 0.07% | Reduce -4.0% | 1,404,941 | $48.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -18.7% | 385,664 | $13.3M |
| Cetera Investment Advisers | 0.02% | Add +18.3% | 275,716 | $9.5M |
| American Asset Management Inc. | 5.38% | Reduce -2.6% | 156,880 | $5.4M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.6% | 152,292 | $5.2M |
| Centaurus Financial, Inc. | 0.27% | Reduce -4.7% | 129,566 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 106,224 | $3.7M |
| Strategic Blueprint, LLC | 0.17% | Reduce -11.7% | 90,311 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -20.0% | 77,251 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.9% | 71,976 | $2.5M |
| Elevated Capital Advisors, LLC | 0.62% | Add +4.3% | 64,647 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -2.2% | 64,600 | $2.2M |
| Wealthgarden F.S. LLC | 1.72% | No change | 51,837 | $1.8M |
| Long Island Wealth Management, Inc. | 0.99% | No change | 46,934 | $1.6M |
| Compass Advisory Group LLC | 0.56% | Reduce -0.3% | 46,441 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +67.9% | 41,343 | $1.4M |
| Midwest Financial Network, LLC | 1.42% | Reduce -1.7% | 41,103 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -9.6% | 37,501 | $1.3M |
| Raymond James Financial Inc. | 0.00% | No change | 33,525 | $1.2M |
| IFP Advisors, Inc | 0.03% | Add +62.2% | 26,067 | $898K |
| Castle Rock Wealth Management, LLC | 0.24% | No change | 25,412 | $876K |
| Focus Financial Network, Inc. | 0.04% | Reduce -1.8% | 25,142 | $867K |
| Independent Financial Group, LLC | 0.03% | Reduce -27.0% | 24,422 | $842K |
| Harbour Investments, Inc. | 0.02% | Add +3.2% | 21,726 | $749K |
| Grantvest Financial Group LLC | 0.52% | No change | 18,476 | $637K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -28.4% | 18,237 | $629K |
| Wealth Group, Ltd. | 0.39% | No change | 17,493 | $603K |
| Clear Point Advisors Inc. | 0.53% | Reduce -7.2% | 17,194 | $593K |
| Spire Wealth Management | 0.01% | Reduce -29.5% | 12,422 | $428K |
| RFG Advisory, LLC | 0.01% | Reduce -1.3% | 12,264 | $423K |
| Old Mission Capital LLC | 0.01% | New | 12,042 | $415K |
| GeoWealth Management, LLC | 0.02% | Add +31.8% | 11,992 | $413K |
| Advus Financial Partners, LLC | 0.11% | No change | 11,863 | $409K |
| PFG Advisors | 0.02% | No change | 10,987 | $379K |
| JPMorgan Chase & Co. | 0.00% | New | 9,991 | $344K |
| UBS Group AG | 0.00% | Add +8126.3% | 9,378 | $323K |
| HB Wealth Management, LLC | 0.00% | No change | 9,357 | $322K |
| Park Avenue Securities LLC | 0.00% | No change | 8,654 | $298K |
| Farther Finance Advisors, LLC | 0.01% | No change | 8,258 | $285K |
| HBW Advisory Services LLC | 0.04% | Reduce -6.1% | 8,177 | $282K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -2.5% | 8,176 | $275K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -7.1% | 7,093 | $244K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.5% | 6,365 | $219K |
| AE Wealth Management LLC | 0.00% | Reduce -16.6% | 6,270 | $216K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $169K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,453 | $119K |
| NBT Bank, N.A. | 0.01% | No change | 2,630 | $91K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,167 | $40K |
| Morgan Stanley | 0.00% | No change | 1,000 | $34K |
| Lanark Financial, Inc. | 0.00% | — | 700 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 680 | $23K |
| Park Square Financial Group, LLC | 0.01% | New | 494 | $17K |
| Pineridge Advisors LLC | 0.01% | No change | 414 | $14K |
| Barclays PLC | 0.00% | New | 155 | $5K |
| New Millennium Group LLC | 0.00% | No change | 88 | $3K |
| Wells Fargo & Company | 0.00% | No change | 50 | $2K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 21 | $724 |
"% 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.