Alianzim US Eq BFR20 Jun-UsdJUNW ETF 13F holders, Q2 2024 (June 30) 45 holders +27
27 new positions
1 sold out
1 famous investor
$27.40 avg. 13F price*
At the end of Q2 2024 , 45 institutions reported holding Alianzim US Eq BFR20 Jun-Usd (JUNW) in their 13F filings, up 27 from Q1 2024. 27 opened new positions and 1 sold out. The largest holders were AE Wealth Management LLC ($76.2M), Lloyd Advisory Services, LLC. ($15.1M) and American Asset Management Inc. ($5.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company Alianzim US Eq BFR20 Jun-Usd
Filed as AIM ETF PRODUCTS TRUST (Q2 2024)
CUSIP 00888H737
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024 Institutions Total Value New Positions 27 $118.9M Exits 1 $5K
All 13F filers, Q1 2024 → Q2 2024: 4,776,114 shares bought and 186,146 shares sold, net +4,589,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders Portfolio Manager % of Holder's Portfolio Change vs Q1 2024 Shares Value ▼ AE Wealth Management LLC 0.76% New 2,665,804 $76.2M Lloyd Advisory Services, LLC. 7.09% New 527,018 $15.1M American Asset Management Inc. 6.36% New 187,435 $5.4M WealthPlan Investment Management, LLC 0.71% New 163,797 $4.7M Commonwealth Equity Services, LLC 0.01% Add +52.8% 142,901 $4.1M Osaic Holdings, Inc. 0.01% Add +233.2% 135,729 $3.9M Susquehanna International Group, LLP 0.01% Add +150.9% 124,847 $3.6M WealthPLAN Partners, LLC 0.34% New 110,401 $3.2M Great Lakes Retirement, Inc. 0.41% New 105,692 $3.0M Cambridge Investment Research Advisors, Inc. 0.01% New 75,347 $2.2M Harbour Investments, Inc. 0.07% Add +1018.3% 73,495 $2.1M Cetera Investment Advisers 0.00% Add +163.6% 73,012 $2.1M Kestra Advisory Services, LLC 0.01% Add +2.5% 70,574 $2.0M Atria Wealth Solutions, Inc. 0.02% Add +191.5% 56,130 $1.6M Outlook Wealth Advisors, LLC 0.40% New 258,909 $1.3M Raymond James Financial Services Advisors, Inc. 0.00% New 37,063 $1.1M Csenge Advisory Group 0.06% New 36,775 $1.1M Independent Financial Group, LLC 0.04% Add +214.1% 31,484 $900K Centaurus Financial, Inc. 0.06% Add +29.6% 29,151 $833K B.O.S.S. Retirement Advisors, LLC 0.18% New 25,277 $723K Advus Financial Partners, LLC 0.20% New 22,515 $644K GeoWealth Management, LLC 0.03% New 21,441 $613K PFG Advisors 0.04% New 20,777 $594K HighTower Advisors, LLC 0.00% New 20,290 $580K Kingdom Financial Group LLC. 0.32% New 16,356 $468K Jane Street Group, LLC 0.00% New 14,347 $410K Castle Rock Wealth Management, LLC 0.10% New 13,763 $394K LPL Financial LLC 0.00% Add +1.5% 12,233 $350K Focus Financial Network, Inc. 0.01% New 11,805 $341K First Heartland Consultants, Inc. 0.03% New 10,155 $290K Citadel Advisors 0.00% Reduce -31.1% 9,192 $263K Envestnet Asset Management Inc. 0.00% New 8,048 $230K Strategic Blueprint, LLC 0.02% New 7,943 $227K Avidian Wealth Enterprises, LLC 0.01% New 7,794 $223K Old Mission Capital LLC 0.01% Reduce -74.4% 7,723 $221K Sugar Maple Asset Management, LLC 0.21% No change 7,686 $220K Wealthgarden F.S. LLC 0.23% — 7,568 $216K Lanark Financial, Inc. 0.01% New 5,103 $145K Allianz Investment Management U.S. LLC 0.01% Reduce -97.0% 5,000 $143K Pineridge Advisors LLC 0.02% Add +840.2% 2,012 $58K UBS Group AG 0.00% Add +1896.8% 1,258 $36K Blue Bell Private Wealth Management, LLC 0.00% No change 444 $13K Penserra Capital Management LLC 0.00% New 277 $8K POM Investment Strategies, LLC 0.01% New 266 $8K Richard W. Paul & Associates, LLC 0.00% New 199 $6K
"% of holder's portfolio" is JUNW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Jun-Usd the manager owns.