Alianzim US Eq BFR20 Mar-UsdMARWETF

13F holders, Q1 2025 (March 31)
39holders +1
10new positions
8sold out
$30.99avg. 13F price*

At the end of Q1 2025, 39 institutions reported holding Alianzim US Eq BFR20 Mar-Usd (MARW) in their 13F filings, up 1 from Q4 2024. 10 opened new positions and 8 sold out. The largest holders were MML Investors Services, LLC ($8.8M), Osaic Holdings, Inc. ($7.9M) and Commonwealth Equity Services, LLC ($6.2M).

Company
Alianzim US Eq BFR20 Mar-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$13.0M
Exits8$3.4M

All 13F filers, Q4 2024 → Q1 2025: 656,973 shares bought and 293,016 shares sold, net +363,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

MML Investors Services, LLC 0.03% New 283,404 $8.8M
Osaic Holdings, Inc. 0.02% Reduce -35.2% 254,422 $7.9M
Commonwealth Equity Services, LLC 0.01% Add +51.2% 201,581 $6.2M
Spire Wealth Management 0.10% Add +447.9% 101,543 $3.1M
Fortis Capital Management LLC 0.47% New 77,654 $2.4M
Kestra Advisory Services, LLC 0.01% Add +3.7% 76,947 $2.4M
Cetera Investment Advisers 0.00% Reduce -21.2% 70,927 $2.2M
Atria Wealth Solutions, Inc. 0.03% Add +1.4% 68,962 $2.1M
LPL Financial LLC 0.00% Reduce -7.5% 48,976 $1.5M
Raymond James Financial Inc. 0.00% Add +24.0% 48,912 $1.5M
Harbour Investments, Inc. 0.03% Add +9.7% 34,021 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +29.8% 31,771 $985K
Farther Finance Advisors, LLC 0.02% Add +337.3% 29,663 $921K
Centaurus Financial, Inc. 0.06% Add +44.6% 29,456 $913K
Castle Rock Wealth Management, LLC 0.25% Add +2.1% 29,373 $912K
Envestnet Asset Management Inc. 0.00% Add +66.5% 26,670 $826K
PFG Advisors 0.04% Add +57.5% 24,734 $766K
Jim Saulnier & Associates, LLC 0.46% Add +53.7% 19,190 $595K
Jane Street Group, LLC 0.00% New 15,561 $482K
Elevated Capital Advisors, LLC 0.13% Reduce -3.9% 15,200 $471K
Advus Financial Partners, LLC 0.12% Add +25.4% 13,383 $415K
Sagespring Wealth Partners, LLC 0.01% New 12,767 $396K
Focus Financial Network, Inc. 0.02% Add +2.2% 12,567 $389K
Independent Financial Group, LLC 0.01% Reduce -9.1% 10,497 $325K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -46.2% 10,139 $314K
BCGM Wealth Management, LLC 0.10% No change 10,108 $313K
Joseph P. Lucia & Associates, LLC 0.13% New 9,039 $280K
Strategic Blueprint, LLC 0.01% Reduce -58.7% 8,747 $271K
Virtue Capital Management, LLC 0.03% New 8,100 $251K
Grantvest Financial Group LLC 0.17% New 6,698 $208K
TAGStone Capital, Inc. 0.10% New 6,589 $204K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $152K
AE Wealth Management LLC 0.00% Reduce -8.2% 4,168 $129K
Creative Financial Designs Inc. 0.00% No change 1,200 $37K
Golden State Wealth Management, LLC 0.00% New 376 $12K
IFP Advisors, Inc 0.00% No change 176 $5K
Financial Network Wealth Advisors LLC 0.01% No change 173 $5K
Lord & Richards Wealth Management, LLC 0.00% New 91 $3K
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.