Alianzim US Eq BFR20 Jul-UsdJULWETF

13F holders, Q4 2025 (December 31)
76holders +6
8new positions
9sold out
$39.12avg. 13F price*

At the end of Q4 2025, 76 institutions reported holding Alianzim US Eq BFR20 Jul-Usd (JULW) in their 13F filings, up 6 from Q3 2025. 8 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($51.2M), AE Wealth Management LLC ($32.3M) and Osaic Holdings, Inc. ($13.5M).

Company
Alianzim US Eq BFR20 Jul-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$5.6M
Exits9$2.9M

All 13F filers, Q3 2025 → Q4 2025: 445,731 shares bought and 656,844 shares sold, net −211,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Commonwealth Equity Services, LLC 0.07% Reduce -8.4% 1,309,856 $51.2M
AE Wealth Management LLC 0.19% Reduce -1.5% 826,198 $32.3M
Osaic Holdings, Inc. 0.02% Reduce -6.6% 344,879 $13.5M
Lloyd Advisory Services, LLC. 4.48% Add +8.7% 295,093 $11.5M
LPL Financial LLC 0.00% Add +31.3% 254,632 $10.0M
Cetera Investment Advisers 0.01% Reduce -34.3% 229,887 $9.0M
Centaurus Financial, Inc. 0.36% Reduce -0.7% 201,159 $7.9M
American Asset Management Inc. 5.07% Reduce -1.1% 152,761 $6.0M
Kestra Advisory Services, LLC 0.02% Add +6.0% 127,334 $5.0M
Long Island Wealth Management, Inc. 2.27% Add +0.7% 122,681 $4.8M
Raymond James Financial Inc. 0.00% Add +152.0% 102,625 $4.0M
Allianz Investment Management LLC 2.33% — 95,296 $3.7M
Envestnet Asset Management Inc. 0.00% Reduce -56.4% 87,106 $3.4M
B.O.S.S. Retirement Advisors, LLC 1.07% Reduce -38.1% 86,852 $3.4M
Howard Bailey Securities, LLC 1.25% Reduce -9.4% 81,093 $3.2M
RFG Advisory, LLC 0.06% Add +549.6% 79,665 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.2% 75,436 $3.0M
BIP Wealth, LLC 0.09% New 67,719 $2.6M
Advyzon Investment Management, LLC 0.29% Add +828.2% 63,403 $2.5M
Great Lakes Retirement, Inc. 0.23% Reduce -4.7% 57,516 $2.3M
Guardian Capital, LLC 1.89% — 53,938 $2.1M
Elevated Capital Advisors, LLC 0.48% Reduce -4.8% 52,685 $2.1M
Compass Advisory Group LLC 0.48% No change 45,781 $1.8M
LifeWealth Investments, LLC 0.49% Reduce -7.8% 39,689 $1.6M
Harbour Investments, Inc. 0.03% Reduce -22.2% 38,892 $1.5M
Wealthgarden F.S. LLC 0.93% Reduce -0.7% 35,801 $1.4M
Diversify Advisory Services, LLC 0.04% No change 35,600 $1.4M
Susquehanna International Group, LLP 0.00% Add +72.8% 35,484 $1.4M
Integrated Wealth Management 1.48% — 33,614 $1.3M
Aegis Wealth Management, Inc. 1.02% — 33,073 $1.3M
Centennial Advisors, LLC 1.56% — 30,610 $1.2M
Midwest Financial Network, LLC 0.91% Reduce -28.1% 30,118 $1.2M
Forty-three Eighteen Advisors, LLC 0.91% — 30,006 $1.2M
Spire Wealth Management 0.04% Reduce -6.1% 29,439 $1.2M
IFP Advisors, Inc 0.03% Add +10.0% 28,666 $1.1M
Focus Financial Network, Inc. 0.04% Reduce -10.7% 27,260 $1.1M
Cypress Wealth Services, LLC 0.15% No change 26,852 $1.1M
Castle Rock Wealth Management, LLC 0.21% No change 24,619 $966K
Old Mission Capital LLC 0.03% New 22,287 $872K
Independent Financial Group, LLC 0.02% Add +4.9% 20,379 $797K
SMART Wealth LLC 0.24% New 19,710 $771K
Joseph P. Lucia & Associates, LLC 0.26% Reduce -5.2% 18,095 $708K
Kingdom Financial Group LLC. 0.22% Add +37.6% 17,801 $696K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -1.1% 17,083 $668K
Clear Point Advisors Inc. 0.50% Reduce -3.1% 16,441 $643K
GTS Securities LLC 0.02% New 16,393 $641K
Grantvest Financial Group LLC 0.40% Reduce -0.6% 15,908 $622K
PFG Advisors 0.03% No change 14,503 $567K
Advus Financial Partners, LLC 0.13% No change 14,063 $550K
Elevation Wealth Management LLC 0.38% — 10,160 $397K
Stirlingshire Investments, Inc. 0.34% — 9,867 $386K
HB Wealth Management, LLC 0.00% No change 9,357 $366K
Strategic Blueprint, LLC 0.02% Reduce -88.6% 9,024 $353K
Park Avenue Securities LLC 0.00% No change 8,654 $339K
Farther Finance Advisors, LLC 0.00% No change 8,258 $323K
Merit Financial Group, LLC 0.00% Reduce -29.6% 8,067 $316K
Mason Investment Advisory Services, Inc. 0.01% No change 7,685 $301K
Csenge Advisory Group 0.01% Reduce -5.2% 6,605 $258K
HRT Financial LP 0.00% New 6,305 $246K
Simplicity Wealth,LLC 0.01% New 6,106 $239K
DHJJ Financial Advisors, Ltd. 0.08% Reduce -2.3% 6,048 $237K
BCGM Wealth Management, LLC 0.05% No change 5,467 $214K
Allianz SE 0.00% New 5,000 $196K
Quest 10 Wealth Builders, Inc. 0.13% Add +2.8% 3,835 $150K
AdvisorNet Financial, Inc 0.01% No change 3,453 $135K
Networth Advisors, LLC 0.10% — 3,323 $130K
JPMorgan Chase & Co. 0.00% Reduce -77.6% 2,960 $116K
NBT Bank, N.A. 0.01% No change 2,630 $103K
Creative Financial Designs Inc. 0.00% No change 1,167 $46K
GeoWealth Management, LLC 0.00% No change 1,093 $43K
Steward Partners Investment Advisory, LLC 0.00% No change 648 $25K
Barclays PLC 0.00% New 632 $25K
Geneos Wealth Management Inc. 0.00% Reduce -36.6% 392 $15K
Trust Co. of Vermont 0.00% No change 164 $6K
Morgan Stanley 0.00% No change 73 $3K
UBS Group AG 0.00% Reduce -98.3% 14 $548

"% 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.