Alnzim US Eqt BFR2 No Et-UsdNVBWETF

13F holders, Q4 2024 (December 31)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

36holders +14

16new positions

4sold out

1famous investor

$30.98avg. 13F price*

At the end of Q4 2024, 36 institutions reported holding Alnzim US Eqt BFR2 No Et-Usd (NVBW) in their 13F filings, up 14 from Q3 2024. 16 opened new positions and 4 sold out. The largest holders were Mid-American Wealth Advisory Group, Inc. ($8.8M), American Asset Management Inc. ($8.4M) and Commonwealth Equity Services, LLC ($6.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company: Alnzim US Eqt BFR2 No Et-Usd
Filed as: AIM ETF PRODUCTS TRUST (Q4 2024)
CUSIP: 00888H844
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

	Institutions	Total Value
New Positions	16	$23.3M
Exits	4	$1.9M

All 13F filers, Q3 2024 → Q4 2024: 991,270 shares bought and 80,696 shares sold, net +910,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders


Mid-American Wealth Advisory Group, Inc.	5.16%	New	283,254	$8.8M
American Asset Management Inc.	8.49%	New	269,760	$8.4M
Commonwealth Equity Services, LLC	0.01%	Add +9.5%	220,886	$6.8M
Kestra Advisory Services, LLC	0.02%	Add +37.2%	137,979	$4.3M
Osaic Holdings, Inc.	0.01%	Add +45.4%	105,844	$3.3M
Cetera Investment Advisers	0.00%	Add +18.6%	72,378	$2.2M
Cambridge Investment Research Advisors, Inc.	0.01%	Add +659.6%	68,345	$2.1M
Raymond James Financial Inc.	0.00%	—	48,300	$1.5M
Susquehanna International Group, LLP	0.00%	Add +292.3%	46,841	$1.5M
Castle Rock Wealth Management, LLC	0.31%	New	41,480	$1.3M
Harbour Investments, Inc.	0.04%	Add +2763.1%	41,086	$1.3M
Spire Wealth Management	0.04%	New	37,296	$1.2M
Citadel Advisors	0.00%	Add +29.3%	19,598	$607K
Atria Wealth Solutions, Inc.	0.01%	New	18,132	$562K
Joseph P. Lucia & Associates, LLC	0.25%	New	18,009	$558K
LPL Financial LLC	0.00%	Reduce -14.7%	17,583	$545K
Strategic Blueprint, LLC	0.03%	Reduce -23.4%	16,623	$515K
Focus Financial Network, Inc.	0.02%	New	14,089	$436K
Sagespring Wealth Partners, LLC	0.01%	—	13,262	$411K
HBW Advisory Services LLC	0.04%	New	12,297	$381K
IFP Advisors, Inc	0.01%	Reduce -21.6%	12,219	$378K
Envestnet Asset Management Inc.	0.00%	New	11,003	$341K
Grantvest Financial Group LLC	0.33%	—	9,476	$293K
Centaurus Financial, Inc.	0.02%	No change	9,335	$289K
Mason Investment Advisory Services, Inc.	0.02%	New	9,152	$283K
PFG Advisors	0.02%	New	9,099	$282K
Farther Finance Advisors, LLC	0.01%	New	8,698	$269K
Maxwell Wealth Strategies Inc.	0.09%	No change	7,175	$222K
Advus Financial Partners, LLC	0.06%	New	6,791	$210K
Jim Saulnier & Associates, LLC	0.18%	New	6,608	$205K
Creative Financial Designs Inc.	0.01%	New	5,432	$168K
Allianz Investment Management U.S. LLC	0.01%	No change	5,000	$155K
Blue Bell Private Wealth Management, LLC	0.01%	No change	2,224	$69K
Sugar Maple Asset Management, LLC	0.02%	New	853	$26K
DHJJ Financial Advisors, Ltd.	0.00%	No change	330	$10K
UBS Group AG	0.00%	Reduce -99.5%	37	$1K

"% of holder's portfolio" is NVBW's weight in each manager's 13F, not the share of Alnzim US Eqt BFR2 No Et-Usd the manager owns.