Alianzim US Eq BFR20 Mar-UsdMARWETF

13F holders, Q1 2024 (March 31)
41holders
$28.72avg. 13F price*

At the end of Q1 2024, 41 institutions reported holding Alianzim US Eq BFR20 Mar-Usd (MARW) in their 13F filings. The largest holders were AE Wealth Management LLC ($36.9M), Gradient Investments LLC ($24.8M) and Osaic Holdings, Inc. ($11.8M).

Company
Alianzim US Eq BFR20 Mar-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q1 2024)
CUSIP
00888H778
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 41Q1 2024Q2 2024: 46Q2 2024Q3 2024: 39Q3 2024Q4 2024: 38Q4 2024Q1 2025: 39Q1 2025Q2 2025: 38Q2 2025Q3 2025: 34Q3 2025Q4 2025: 40Q4 2025Q1 2026: 41Q1 2026Q2 2026: 49Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions31$100.6M
Exits2$288K

Ownership 41 holders

AE Wealth Management LLC 0.42% New 1,283,746 $36.9M
Gradient Investments LLC 0.57% New 861,979 $24.8M
Osaic Holdings, Inc. 0.03% Add +774.8% 411,037 $11.8M
Mid-American Wealth Advisory Group, Inc. 6.77% New 349,196 $10.0M
Commonwealth Equity Services, LLC 0.01% Add +162.6% 192,608 $5.5M
Envestnet Asset Management Inc. 0.00% New 182,865 $5.3M
Outlook Wealth Advisors, LLC 1.09% New 122,800 $3.5M
Cetera Investment Advisers 0.01% New 114,133 $3.3M
Harbour Investments, Inc. 0.11% Add +8805.1% 106,861 $3.1M
Atria Wealth Solutions, Inc. 0.03% New 104,819 $3.0M
Kestra Advisory Services, LLC 0.02% Reduce -34.9% 81,685 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% New 75,155 $2.2M
Great Lakes Retirement, Inc. 0.24% New 56,662 $1.6M
LPL Financial LLC 0.00% Add +15.5% 53,434 $1.5M
Donald L. Hagan, LLC 0.79% New 51,963 $1.5M
Jane Street Group, LLC 0.00% New 48,157 $1.4M
Authentikos Wealth Advisory, LLC 1.10% New 37,993 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -32.0% 30,693 $882K
Castle Rock Wealth Management, LLC 0.23% New 29,867 $845K
Strategic Blueprint, LLC 0.05% Add +50.3% 25,701 $738K
Raymond James Financial Services Advisors, Inc. 0.00% New 23,281 $669K
Centaurus Financial, Inc. 0.04% New 21,114 $606K
Encompass More Asset Management 0.47% New 19,840 $570K
Allianz Investment Management U.S. LLC 0.04% Reduce -89.6% 19,700 $566K
Envestnet Portfolio Solutions, Inc. 0.00% New 18,173 $522K
PFG Advisors 0.04% New 17,017 $489K
GeoWealth Management, LLC 0.02% New 13,797 $396K
Independent Financial Group, LLC 0.02% New 12,297 $353K
Advus Financial Partners, LLC 0.10% New 10,802 $310K
BCGM Wealth Management, LLC 0.10% New 10,108 $290K
Focus Financial Network, Inc. 0.01% — 10,185 $287K
Csenge Advisory Group 0.02% New 9,532 $274K
Epic Trust Investment Advisors, LLC 0.30% New 8,500 $244K
Lincoln National Corp. 0.00% New 7,728 $222K
FSA Advisors, Inc. 0.21% New 6,973 $200K
IFP Advisors, Inc 0.01% Add +2056.5% 4,313 $124K
Creative Financial Designs Inc. 0.00% New 1,200 $34K
Pineridge Advisors LLC 0.01% New 1,054 $30K
Morgan Stanley 0.00% New 796 $23K
CoreCap Advisors, LLC 0.00% New 235 $7K
Richard W. Paul & Associates, LLC 0.00% New 115 $3K

"% of holder's portfolio" is MARW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Mar-Usd the manager owns.