Alianzim US Eq BFR20 Jul-UsdJULWETF

13F holders, Q2 2025 (June 30)
58holders +1
6new positions
6sold out
$37.14avg. 13F price*

At the end of Q2 2025, 58 institutions reported holding Alianzim US Eq BFR20 Jul-Usd (JULW) in their 13F filings, up 1 from Q1 2025. 6 opened new positions and 6 sold out. The largest holders were Commonwealth Equity Services, LLC ($54.0M), Osaic Holdings, Inc. ($11.9M) and Cetera Investment Advisers ($10.9M).

Company
Alianzim US Eq BFR20 Jul-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q2 2025)
CUSIP
00888H406
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 45Q1 2024Q2 2024: 54Q2 2024Q3 2024: 71Q3 2024Q4 2024: 62Q4 2024Q1 2025: 57Q1 2025Q2 2025: 58Q2 2025Q3 2025: 70Q3 2025Q4 2025: 76Q4 2025Q1 2026: 71Q1 2026Q2 2026: 69Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$2.2M
Exits6$1.0M

All 13F filers, Q1 2025 → Q2 2025: 374,258 shares bought and 193,452 shares sold, net +180,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 58 holders

Commonwealth Equity Services, LLC 0.07% Add +3.3% 1,451,743 $54.0M
Osaic Holdings, Inc. 0.02% Reduce -16.7% 321,264 $11.9M
Cetera Investment Advisers 0.02% Add +6.3% 292,957 $10.9M
Centaurus Financial, Inc. 0.54% Add +90.6% 246,993 $9.2M
American Asset Management Inc. 5.35% Reduce -0.6% 155,968 $5.8M
Kestra Advisory Services, LLC 0.03% Add +0.1% 152,526 $5.7M
Long Island Wealth Management, Inc. 2.35% Add +158.9% 121,508 $4.5M
LPL Financial LLC 0.00% Add +40.1% 90,519 $3.4M
Strategic Blueprint, LLC 0.15% Reduce -8.3% 82,839 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.9% 69,912 $2.6M
Envestnet Asset Management Inc. 0.00% Reduce -40.5% 63,237 $2.4M
Elevated Capital Advisors, LLC 0.62% No change 64,647 $2.2M
Atria Wealth Solutions, Inc. 0.05% Reduce -25.1% 57,863 $2.2M
Wealthgarden F.S. LLC 1.57% Reduce -2.8% 50,398 $1.9M
Susquehanna International Group, LLP 0.00% Add +20.8% 49,930 $1.9M
Compass Advisory Group LLC 0.55% No change 46,441 $1.7M
Midwest Financial Network, LLC 1.49% Reduce -1.8% 40,369 $1.5M
Diversify Advisory Services, LLC 0.05% No change 37,501 $1.4M
Raymond James Financial Inc. 0.00% Add +13.6% 38,076 $1.4M
Harbour Investments, Inc. 0.03% Add +35.1% 29,343 $1.1M
Focus Financial Network, Inc. 0.04% Add +13.2% 28,459 $1.1M
IFP Advisors, Inc 0.03% No change 26,067 $969K
Gradient Investments LLC 0.02% New 25,641 $953K
Castle Rock Wealth Management, LLC 0.22% Reduce -1.9% 24,919 $934K
Independent Financial Group, LLC 0.02% Reduce -16.4% 20,417 $759K
Grantvest Financial Group LLC 0.51% Reduce -0.2% 18,437 $685K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -3.1% 17,672 $657K
Clear Point Advisors Inc. 0.54% No change 17,194 $639K
Joseph P. Lucia & Associates, LLC 0.26% New 16,795 $624K
GeoWealth Management, LLC 0.02% Add +11.8% 13,405 $498K
Advus Financial Partners, LLC 0.13% Add +11.8% 13,263 $493K
RFG Advisory, LLC 0.01% No change 12,264 $456K
Merit Financial Group, LLC 0.00% New 11,467 $426K
PFG Advisors 0.02% Add +2.7% 11,287 $420K
UBS Group AG 0.00% Add +8.6% 10,187 $379K
HB Wealth Management, LLC 0.00% No change 9,357 $348K
Park Avenue Securities LLC 0.00% No change 8,654 $322K
Farther Finance Advisors, LLC 0.01% No change 8,258 $307K
HBW Advisory Services LLC 0.04% No change 8,177 $304K
Accurate Wealth Management, LLC 0.05% Reduce -2.5% 7,976 $297K
AE Wealth Management LLC 0.00% Add +11.8% 7,013 $261K
DHJJ Financial Advisors, Ltd. 0.09% Reduce -8.4% 6,496 $241K
First Heartland Consultants, Inc. 0.02% Reduce -7.6% 5,882 $219K
BCGM Wealth Management, LLC 0.06% New 5,467 $203K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $186K
Spire Wealth Management 0.01% Reduce -61.6% 4,767 $177K
Barclays PLC 0.00% Add +2470.3% 3,984 $148K
AdvisorNet Financial, Inc 0.01% No change 3,453 $128K
NBT Bank, N.A. 0.01% No change 2,630 $98K
Global Retirement Partners, LLC 0.00% — 1,500 $56K
Creative Financial Designs Inc. 0.00% No change 1,167 $43K
Morgan Stanley 0.00% No change 1,000 $37K
Steward Partners Investment Advisory, LLC 0.00% No change 680 $25K
Park Square Financial Group, LLC 0.01% No change 494 $18K
Pineridge Advisors LLC 0.01% No change 414 $15K
JPMorgan Chase & Co. 0.00% Reduce -96.3% 366 $14K
Mid-American Wealth Advisory Group, Inc. 0.00% New 70 $3K
Capital A Wealth Management, LLC 0.02% New 55 $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.