Alianzim US Eq BFR20 Oct-UsdOCTWETF
13F holders, Q3 2024 (September 30)48holders +3
5new positions
3sold out
1famous investor
$35.11avg. 13F price*
At the end of Q3 2024, 48 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings, up 3 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($41.5M), Kestra Advisory Services, LLC ($7.4M) and Raymond James & Associates ($7.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alianzim US Eq BFR20 Oct-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q3 2024)
- CUSIP
- 00888H505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.0M |
| Exits | 3 | $2.2M |
All 13F filers, Q2 2024 → Q3 2024: 295,788 shares bought and 138,270 shares sold, net +157,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Commonwealth Equity Services, LLC | 0.06% | Add +8.4% | 1,183,753 | $41.5M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -5.3% | 210,821 | $7.4M |
| Raymond James & Associates | 0.00% | Add +0.6% | 200,697 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.2% | 120,962 | $4.2M |
| Blue Bell Private Wealth Management, LLC | 0.79% | Reduce -4.8% | 117,273 | $4.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +25.3% | 97,356 | $3.4M |
| Centaurus Financial, Inc. | 0.20% | Add +1.8% | 88,300 | $3.1M |
| Advus Financial Partners, LLC | 0.77% | Reduce -5.5% | 76,597 | $2.7M |
| Strategic Blueprint, LLC | 0.16% | Reduce -1.1% | 74,122 | $2.6M |
| Compass Advisory Group LLC | 0.98% | Reduce -5.0% | 71,727 | $2.5M |
| Cetera Investment Advisers | 0.01% | Add +0.6% | 71,644 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.4% | 70,405 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -10.1% | 67,549 | $2.4M |
| Bright Futures Wealth Management, LLC. | 1.10% | New | 64,416 | $2.3M |
| PFG Advisors | 0.14% | Reduce -1.3% | 61,393 | $2.2M |
| LPL Financial LLC | 0.00% | Add +18.3% | 43,835 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +158.5% | 39,612 | $1.4M |
| Long Island Wealth Management, Inc. | 0.82% | Reduce -3.8% | 35,656 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.4% | 35,459 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +432.3% | 30,733 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 29,599 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -0.6% | 26,154 | $918K |
| Citadel Advisors | 0.00% | Add +28.5% | 21,702 | $762K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 20,700 | $727K |
| Csenge Advisory Group | 0.04% | New | 20,578 | $724K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -19.3% | 16,700 | $590K |
| DHJJ Financial Advisors, Ltd. | 0.23% | Reduce -17.0% | 16,595 | $582K |
| Certified Advisory Corp | 0.05% | No change | 13,634 | $479K |
| Castle Rock Wealth Management, LLC | 0.10% | New | 11,978 | $419K |
| Wealth Group, Ltd. | 0.25% | No change | 10,452 | $367K |
| Diligent Investors, LLC | 0.08% | Reduce -8.8% | 10,410 | $365K |
| HB Wealth Management, LLC | 0.00% | No change | 9,908 | $348K |
| Rothschild Wealth LLC | 0.10% | Add +46.6% | 8,938 | $338K |
| Advisory Alpha, LLC | 0.01% | New | 9,362 | $329K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,557 | $265K |
| Panoramic Investment Advisors, LLC | 0.18% | — | 7,500 | $263K |
| Clear Point Advisors Inc. | 0.20% | No change | 7,306 | $256K |
| Independent Financial Group, LLC | 0.01% | Reduce -18.2% | 7,175 | $252K |
| Private Advisor Group, LLC | 0.00% | No change | 6,600 | $232K |
| Belpointe Asset Management LLC | 0.01% | No change | 6,490 | $228K |
| Spire Wealth Management | 0.01% | No change | 5,532 | $194K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $175K |
| IFP Advisors, Inc | 0.01% | No change | 4,941 | $173K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,070 | $108K |
| CoreCap Advisors, LLC | 0.00% | Reduce -66.9% | 970 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 655 | $23K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 555 | $19K |
| Farther Finance Advisors, LLC | 0.00% | No change | 20 | $702 |
"% of holder's portfolio" is OCTW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Oct-Usd the manager owns.