Alianzim US Eq BFR20 Jul-UsdJULWETF

13F holders, Q3 2025 (September 30)
70holders +12
11new positions
5sold out
1famous investor
$38.39avg. 13F price*

At the end of Q3 2025, 70 institutions reported holding Alianzim US Eq BFR20 Jul-Usd (JULW) in their 13F filings, up 12 from Q2 2025. 11 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($54.9M), AE Wealth Management LLC ($32.2M) and Osaic Holdings, Inc. ($14.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alianzim US Eq BFR20 Jul-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions11$3.8M
Exits5$529K

All 13F filers, Q2 2025 → Q3 2025: 1,399,551 shares bought and 228,470 shares sold, net +1,171,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

Commonwealth Equity Services, LLC 0.07% Reduce -1.5% 1,430,220 $54.9M
AE Wealth Management LLC 0.21% Add +11862.6% 838,935 $32.2M
Osaic Holdings, Inc. 0.02% Add +14.9% 369,083 $14.1M
Cetera Investment Advisers 0.02% Add +19.3% 349,614 $13.4M
Lloyd Advisory Services, LLC. 4.91% Add +15.8% 271,609 $10.4M
Centaurus Financial, Inc. 0.37% Reduce -17.9% 202,661 $7.8M
Envestnet Asset Management Inc. 0.00% Add +216.1% 199,877 $7.7M
LPL Financial LLC 0.00% Add +114.3% 193,939 $7.4M
American Asset Management Inc. 5.33% Reduce -0.9% 154,503 $5.9M
B.O.S.S. Retirement Advisors, LLC 1.29% Reduce -14.2% 140,286 $5.4M
Long Island Wealth Management, Inc. 2.28% Add +0.3% 121,858 $4.7M
Kestra Advisory Services, LLC 0.02% Reduce -21.3% 120,120 $4.6M
Howard Bailey Securities, LLC 0.98% Add +2.0% 89,467 $3.4M
Strategic Blueprint, LLC 0.13% Reduce -4.4% 79,159 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +9.3% 76,379 $2.9M
Great Lakes Retirement, Inc. 0.25% Add +2.7% 60,322 $2.3M
Elevated Capital Advisors, LLC 0.53% Reduce -14.4% 55,323 $2.1M
Harbour Investments, Inc. 0.04% Add +70.4% 50,002 $1.9M
Compass Advisory Group LLC 0.49% Reduce -1.4% 45,781 $1.8M
LifeWealth Investments, LLC 0.54% Reduce -2.0% 43,054 $1.7M
Midwest Financial Network, LLC 1.31% Add +3.8% 41,916 $1.6M
Raymond James Financial Inc. 0.00% Add +6.9% 40,717 $1.6M
Wealthgarden F.S. LLC 0.99% Reduce -28.5% 36,049 $1.4M
Diversify Advisory Services, LLC 0.05% Reduce -5.1% 35,600 $1.4M
Spire Wealth Management 0.04% Add +557.8% 31,357 $1.2M
Focus Financial Network, Inc. 0.04% Add +7.2% 30,509 $1.2M
Cypress Wealth Services, LLC 0.17% New 26,852 $1.0M
IFP Advisors, Inc 0.03% No change 26,067 $1.0M
Castle Rock Wealth Management, LLC 0.21% Reduce -1.2% 24,619 $945K
Gradient Investments LLC 0.01% Reduce -14.3% 21,969 $844K
Susquehanna International Group, LLP 0.00% Reduce -58.9% 20,529 $788K
Independent Financial Group, LLC 0.02% Reduce -4.9% 19,422 $746K
Joseph P. Lucia & Associates, LLC 0.28% Add +13.7% 19,095 $733K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -2.2% 17,280 $664K
Clear Point Advisors Inc. 0.51% Reduce -1.3% 16,969 $652K
Grantvest Financial Group LLC 0.42% Reduce -13.2% 16,008 $615K
PFG Advisors 0.02% Add +28.5% 14,503 $557K
Advus Financial Partners, LLC 0.13% Add +6.0% 14,063 $540K
Citadel Advisors 0.00% New 13,497 $518K
JPMorgan Chase & Co. 0.00% Add +3504.9% 13,194 $507K
Kingdom Financial Group LLC. 0.30% New 12,932 $497K
RFG Advisory, LLC 0.01% No change 12,264 $471K
Merit Financial Group, LLC 0.00% No change 11,467 $440K
HB Wealth Management, LLC 0.00% No change 9,357 $359K
Goldman Sachs Group Inc. 0.00% New 9,349 $359K
Park Avenue Securities LLC 0.00% No change 8,654 $332K
Consolidated Portfolio Review Corp 0.04% New 8,364 $321K
First Heartland Consultants, Inc. 0.03% Add +41.1% 8,301 $319K
Farther Finance Advisors, LLC 0.00% No change 8,258 $317K
Accurate Wealth Management, LLC 0.04% Reduce -1.3% 7,876 $302K
Mason Investment Advisory Services, Inc. 0.01% New 7,685 $295K
Csenge Advisory Group 0.01% New 6,964 $267K
Advyzon Investment Management, LLC 0.04% New 6,831 $262K
Wellment Financial 0.31% New 6,759 $260K
DHJJ Financial Advisors, Ltd. 0.08% Reduce -4.7% 6,191 $238K
BCGM Wealth Management, LLC 0.05% No change 5,467 $210K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $192K
Quest 10 Wealth Builders, Inc. 0.13% Add +21.9% 3,731 $143K
AdvisorNet Financial, Inc 0.01% No change 3,453 $133K
NBT Bank, N.A. 0.01% No change 2,630 $101K
Creative Financial Designs Inc. 0.00% No change 1,167 $45K
GeoWealth Management, LLC 0.00% Reduce -91.8% 1,093 $42K
UBS Group AG 0.00% Reduce -92.0% 813 $31K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.7% 648 $25K
Geneos Wealth Management Inc. 0.00% New 618 $24K
Decker Retirement Planning Inc. 0.01% Reduce -10.7% 528 $20K
Pineridge Advisors LLC 0.01% Add +12.3% 465 $18K
Trust Co. of Vermont 0.00% New 164 $6K
Richard W. Paul & Associates, LLC 0.00% Reduce -4.1% 150 $6K
Morgan Stanley 0.00% Reduce -92.7% 73 $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.