Alianzim US Eq BFR20 Jul-UsdJULWETF
13F holders, Q1 2026 (March 31)71holders −5
5new positions
9sold out
$38.77avg. 13F price*
At the end of Q1 2026, 71 institutions reported holding Alianzim US Eq BFR20 Jul-Usd (JULW) in their 13F filings, down 5 from Q4 2025. 5 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($49.4M), AE Wealth Management LLC ($31.7M) and Osaic Holdings, Inc. ($10.0M).
- Company
- Alianzim US Eq BFR20 Jul-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2026)
- CUSIP
- 00888H406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $7.7M |
| Exits | 9 | $3.3M |
All 13F filers, Q4 2025 → Q1 2026: 523,566 shares bought and 631,323 shares sold, net −107,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.9% | 1,271,928 | $49.4M |
| AE Wealth Management LLC | 0.17% | Reduce -1.1% | 817,175 | $31.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.2% | 258,027 | $10.0M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 253,272 | $9.8M |
| Cetera Investment Advisers | 0.01% | Reduce -0.6% | 228,448 | $8.9M |
| Centaurus Financial, Inc. | 0.35% | Reduce -5.9% | 189,377 | $7.3M |
| American Asset Management Inc. | 5.09% | Reduce -1.1% | 150,999 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.4% | 146,890 | $5.7M |
| Allianz SE | 0.06% | Add +2648.0% | 137,398 | $5.3M |
| Advyzon Investment Management, LLC | 0.44% | Add +101.3% | 127,664 | $5.0M |
| Long Island Wealth Management, Inc. | 2.21% | Reduce -0.1% | 122,547 | $4.8M |
| World Investment Advisors | 0.07% | New | 116,771 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.3% | 98,252 | $3.8M |
| Elevated Capital Advisors, LLC | 0.94% | Add +81.9% | 95,852 | $3.7M |
| Guardian Capital, LLC | 3.53% | Add +76.3% | 95,103 | $3.7M |
| B.O.S.S. Retirement Advisors, LLC | 0.96% | Reduce -6.5% | 81,235 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.7% | 81,210 | $3.2M |
| Howard Bailey Securities, LLC | 1.24% | Reduce -4.5% | 77,440 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.1% | 73,992 | $2.9M |
| RFG Advisory, LLC | 0.05% | Reduce -10.9% | 70,976 | $2.8M |
| BIP Wealth, LLC | 0.10% | Reduce -3.0% | 65,719 | $2.6M |
| GTS Financial, LLC | 1.63% | — | 59,754 | $2.1M |
| Great Lakes Retirement, Inc. | 0.21% | Reduce -10.1% | 51,710 | $2.0M |
| Compass Advisory Group LLC | 0.48% | No change | 45,781 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | New | 44,597 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | New | 35,101 | $1.4M |
| Wealthgarden F.S. LLC | 0.95% | No change | 35,801 | $1.4M |
| Aegis Wealth Management, Inc. | 1.06% | Add +5.2% | 34,797 | $1.4M |
| Integrated Wealth Management | 1.43% | Reduce -4.3% | 32,181 | $1.2M |
| IFP Advisors, Inc | 0.03% | Add +9.9% | 31,503 | $1.2M |
| LifeWealth Investments, LLC | 0.36% | Reduce -21.0% | 31,350 | $1.2M |
| Old Mission Capital LLC | 0.03% | Add +34.5% | 29,976 | $1.2M |
| Centennial Advisors, LLC | 1.44% | Reduce -4.8% | 29,127 | $1.1M |
| Forty-three Eighteen Advisors, LLC | 0.81% | Reduce -7.3% | 27,827 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Reduce -0.1% | 27,231 | $1.1M |
| Cypress Wealth Services, LLC | 0.15% | No change | 26,852 | $1.0M |
| Harbour Investments, Inc. | 0.02% | Reduce -32.3% | 26,339 | $1.0M |
| Midwest Financial Network, LLC | 0.77% | Reduce -17.0% | 25,009 | $971K |
| Castle Rock Wealth Management, LLC | 0.21% | No change | 24,619 | $960K |
| Independent Financial Group, LLC | 0.02% | Add +14.5% | 23,337 | $906K |
| SMART Wealth LLC | 0.22% | Add +0.0% | 19,717 | $765K |
| Spire Wealth Management | 0.02% | Reduce -36.6% | 18,659 | $724K |
| Joseph P. Lucia & Associates, LLC | 0.25% | Reduce -2.2% | 17,695 | $687K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -2.9% | 16,580 | $643K |
| Lloyd Advisory Services, LLC. | 0.18% | Reduce -94.5% | 16,371 | $635K |
| Kingdom Financial Group LLC. | 0.18% | Reduce -8.0% | 16,371 | $635K |
| Grantvest Financial Group LLC | 0.39% | Reduce -2.4% | 15,532 | $603K |
| Clear Point Advisors Inc. | 0.46% | Reduce -6.2% | 15,416 | $598K |
| PFG Advisors | 0.03% | No change | 14,503 | $563K |
| Advus Financial Partners, LLC | 0.11% | Reduce -17.4% | 11,612 | $451K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.8% | 11,428 | $444K |
| Stirlingshire Investments, Inc. | 0.36% | Add +6.5% | 10,509 | $408K |
| Elevation Wealth Management LLC | 0.34% | Reduce -4.9% | 9,660 | $375K |
| Merit Financial Group, LLC | 0.00% | Add +16.8% | 9,421 | $366K |
| HB Wealth Management, LLC | 0.00% | No change | 9,357 | $363K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8,258 | $322K |
| Strategic Blueprint, LLC | 0.02% | Reduce -12.7% | 7,874 | $306K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 7,685 | $298K |
| BCGM Wealth Management, LLC | 0.05% | No change | 5,467 | $212K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -26.3% | 4,458 | $173K |
| Quest 10 Wealth Builders, Inc. | 0.13% | Reduce -3.2% | 3,711 | $144K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,453 | $134K |
| Barclays PLC | 0.00% | Add +403.3% | 3,181 | $123K |
| Networth Advisors, LLC | 0.08% | Reduce -8.3% | 3,049 | $118K |
| NBT Bank, N.A. | 0.01% | No change | 2,630 | $102K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,167 | $45K |
| GeoWealth Management, LLC | 0.00% | No change | 1,093 | $42K |
| St Germain D J Co. Inc. | 0.00% | New | 862 | $33K |
| Geneos Wealth Management Inc. | 0.00% | No change | 392 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 154 | $6K |
| Morgan Stanley | 0.00% | No change | 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.