Alianzim US Eq BFR20 Mar-UsdMARWETF

13F holders, Q4 2024 (December 31)
38holders −1
5new positions
6sold out
1famous investor
$31.06avg. 13F price*

At the end of Q4 2024, 38 institutions reported holding Alianzim US Eq BFR20 Mar-Usd (MARW) in their 13F filings, down 1 from Q3 2024. 5 opened new positions and 6 sold out. The largest holders were Osaic Holdings, Inc. ($12.2M), Commonwealth Equity Services, LLC ($4.1M) and Cetera Investment Advisers ($2.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alianzim US Eq BFR20 Mar-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$1.7M
Exits6$5.1M

All 13F filers, Q3 2024 → Q4 2024: 88,538 shares bought and 551,580 shares sold, net −463,042 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

Osaic Holdings, Inc. 0.03% Add +4.1% 392,774 $12.2M
Commonwealth Equity Services, LLC 0.01% Reduce -13.9% 133,320 $4.1M
Cetera Investment Advisers 0.01% Reduce -0.1% 89,984 $2.8M
Kestra Advisory Services, LLC 0.01% Reduce -9.4% 74,203 $2.3M
Atria Wealth Solutions, Inc. 0.02% Reduce -25.1% 67,995 $2.1M
LPL Financial LLC 0.00% Reduce -1.0% 52,938 $1.6M
Raymond James Financial Inc. 0.00% — 39,431 $1.2M
Susquehanna International Group, LLP 0.00% Add +62.4% 35,414 $1.1M
Old Mission Capital LLC 0.02% Reduce -51.8% 32,993 $1.0M
Harbour Investments, Inc. 0.03% Reduce -9.6% 31,023 $963K
Castle Rock Wealth Management, LLC 0.22% No change 28,764 $909K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.5% 24,473 $760K
Strategic Blueprint, LLC 0.04% Reduce -14.2% 21,189 $658K
Centaurus Financial, Inc. 0.04% Reduce -3.5% 20,377 $633K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.5% 18,845 $585K
Spire Wealth Management 0.02% New 18,532 $575K
Citadel Advisors 0.00% Add +44.1% 17,810 $553K
Goldman Sachs Group Inc. 0.00% New 17,792 $552K
Envestnet Asset Management Inc. 0.00% Reduce -92.0% 16,019 $497K
Elevated Capital Advisors, LLC 0.13% Reduce -10.3% 15,821 $491K
PFG Advisors 0.03% Reduce -7.7% 15,701 $488K
Global Retirement Partners, LLC 0.01% New 15,194 $472K
Jim Saulnier & Associates, LLC 0.33% No change 12,487 $388K
Focus Financial Network, Inc. 0.02% No change 12,298 $382K
Independent Financial Group, LLC 0.01% No change 11,542 $358K
Advus Financial Partners, LLC 0.09% Reduce -1.2% 10,672 $331K
BCGM Wealth Management, LLC 0.10% No change 10,108 $314K
Farther Finance Advisors, LLC 0.01% No change 6,784 $211K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $155K
AE Wealth Management LLC 0.00% Reduce -83.2% 4,541 $141K
UBS Group AG 0.00% New 2,138 $66K
JPMorgan Chase & Co. 0.00% No change 1,481 $46K
Creative Financial Designs Inc. 0.00% No change 1,200 $37K
Mattson Financial Services, LLC 0.00% Reduce -99.3% 501 $15K
Coppell Advisory Solutions LLC 0.00% No change 329 $10K
IFP Advisors, Inc 0.00% Reduce -96.2% 176 $5K
Financial Network Wealth Advisors LLC 0.01% New 173 $5K
Cwm, LLC 0.00% No change 28 $1K

"% 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.