Alianzim US Eq BFR20 Oct-UsdOCTWETF
13F holders, Q4 2024 (December 31)90holders +42
25new positions
6sold out
$35.56avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings, up 42 from Q3 2024. 25 opened new positions and 6 sold out. The largest holders were Gradient Investments LLC ($97.7M), AE Wealth Management LLC ($59.1M) and Commonwealth Equity Services, LLC ($44.7M).
- Company
- Alianzim US Eq BFR20 Oct-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q4 2024)
- CUSIP
- 00888H505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $172.1M |
| Exits | 6 | $5.5M |
All 13F filers, Q3 2024 → Q4 2024: 6,107,732 shares bought and 389,924 shares sold, net +5,717,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Gradient Investments LLC | 1.98% | New | 2,748,263 | $97.7M |
| AE Wealth Management LLC | 0.50% | New | 1,662,689 | $59.1M |
| Commonwealth Equity Services, LLC | 0.07% | Add +6.2% | 1,256,517 | $44.7M |
| Cetera Investment Advisers | 0.02% | Add +368.3% | 335,540 | $11.9M |
| Raymond James Financial Inc. | 0.00% | — | 314,962 | $11.2M |
| Lloyd Advisory Services, LLC. | 5.20% | Add +108.0% | 308,429 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +331.7% | 303,938 | $10.8M |
| Kestra Advisory Services, LLC | 0.05% | Add +26.4% | 266,543 | $9.5M |
| Osaic Holdings, Inc. | 0.02% | Add +69.2% | 204,699 | $7.3M |
| Centaurus Financial, Inc. | 0.42% | Add +117.6% | 192,127 | $6.8M |
| B.O.S.S. Retirement Advisors, LLC | 1.56% | Add +522.1% | 156,940 | $5.6M |
| Wellment Financial | 5.86% | — | 131,156 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +93.5% | 130,701 | $4.6M |
| Blue Bell Private Wealth Management, LLC | 0.79% | Reduce -0.8% | 116,357 | $4.1M |
| Outlook Wealth Advisors, LLC | 1.18% | Reduce -51.2% | 115,823 | $4.1M |
| Brown Financial Advisors | 1.38% | New | 96,414 | $3.4M |
| Howard Bailey Securities, LLC | 1.02% | Add +12.7% | 77,269 | $2.7M |
| Advus Financial Partners, LLC | 0.74% | Reduce -2.9% | 74,378 | $2.6M |
| MML Investors Services, LLC | 0.01% | New | 74,240 | $2.6M |
| Compass Advisory Group LLC | 0.91% | Reduce -0.7% | 71,227 | $2.5M |
| PFG Advisors | 0.14% | Add +2.4% | 62,868 | $2.2M |
| Great Lakes Retirement, Inc. | 0.28% | Reduce -21.9% | 59,942 | $2.1M |
| Paladin Wealth, LLC | 1.83% | New | 59,661 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 55,124 | $2.0M |
| Strategic Blueprint, LLC | 0.10% | Reduce -35.6% | 47,749 | $1.7M |
| Authentikos Wealth Advisory, LLC | 1.65% | Add +0.9% | 46,914 | $1.7M |
| LPL Financial LLC | 0.00% | Add +6.3% | 46,616 | $1.7M |
| Harbour Investments, Inc. | 0.04% | Add +42.9% | 43,913 | $1.6M |
| Midwest Financial Network, LLC | 1.53% | — | 41,276 | $1.5M |
| GeoWealth Management, LLC | 0.04% | Add +16.4% | 36,080 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.6% | 32,415 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.8% | 32,190 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +311.7% | 31,112 | $1.1M |
| SMART Wealth LLC | 0.38% | Reduce -11.4% | 30,407 | $1.1M |
| Secured Retirement Advisors, LLC | 0.59% | Add +84.1% | 29,095 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -5.8% | 24,647 | $876K |
| Long Island Wealth Management, Inc. | 0.53% | Reduce -33.6% | 23,686 | $842K |
| LifeWealth Investments, LLC | 0.56% | — | 23,607 | $839K |
| Spire Wealth Management | 0.02% | Add +303.3% | 22,311 | $793K |
| WealthPLAN Partners, LLC | 0.10% | New | 19,857 | $706K |
| Red Crane Wealth Management, LLC | 0.65% | — | 19,310 | $687K |
| Jane Street Group, LLC | 0.00% | New | 19,120 | $680K |
| Lord & Richards Wealth Management, LLC | 1.41% | — | 18,847 | $670K |
| FSA Advisors, Inc. | 0.72% | New | 16,500 | $587K |
| Certified Advisory Corp | 0.06% | Add +20.8% | 16,469 | $586K |
| WealthPlan Investment Management, LLC | 0.06% | New | 15,833 | $563K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -8.4% | 15,300 | $542K |
| Csenge Advisory Group | 0.03% | Reduce -66.3% | 14,666 | $521K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -22.3% | 12,900 | $459K |
| Foundations Investment Advisors, LLC | 0.01% | New | 12,221 | $435K |
| Castle Rock Wealth Management, LLC | 0.10% | No change | 11,978 | $434K |
| Focus Financial Network, Inc. | 0.02% | New | 10,912 | $388K |
| Independent Financial Group, LLC | 0.01% | Add +46.8% | 10,531 | $374K |
| HB Wealth Management, LLC | 0.00% | No change | 9,908 | $352K |
| Riggs Capital Management LLC | 0.33% | — | 9,436 | $336K |
| Copley Financial Group, Inc. | 0.25% | New | 9,264 | $329K |
| Kingdom Financial Group LLC. | 0.22% | Reduce -28.4% | 9,203 | $327K |
| Diligent Investors, LLC | 0.07% | Reduce -14.4% | 8,910 | $317K |
| Grantvest Financial Group LLC | 0.34% | — | 8,634 | $307K |
| Belpointe Asset Management LLC | 0.02% | Add +30.2% | 8,452 | $295K |
| Jim Saulnier & Associates, LLC | 0.25% | New | 8,140 | $289K |
| Wealth Group, Ltd. | 0.18% | Reduce -24.9% | 7,851 | $279K |
| Panoramic Investment Advisors, LLC | 0.17% | No change | 7,500 | $267K |
| Clear Point Advisors Inc. | 0.22% | No change | 7,306 | $260K |
| GTS Securities LLC | 0.01% | New | 6,918 | $246K |
| Private Advisor Group, LLC | 0.00% | No change | 6,600 | $235K |
| Main Street Financial Solutions, LLC | 0.02% | New | 6,369 | $226K |
| Old Mission Capital LLC | 0.01% | New | 6,152 | $219K |
| RIA Advisory Group LLC | 0.07% | New | 5,687 | $202K |
| Rothschild Wealth LLC | 0.06% | Reduce -36.5% | 5,675 | $202K |
| IFP Advisors, Inc | 0.01% | Add +3.0% | 5,091 | $181K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $178K |
| Capital A Wealth Management, LLC | 0.19% | — | 3,169 | $113K |
| Transce3nd, LLC | 0.04% | — | 3,167 | $113K |
| Global Retirement Partners, LLC | 0.00% | New | 3,119 | $111K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,070 | $109K |
| Quest 10 Wealth Builders, Inc. | 0.10% | — | 2,796 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Add +10620.0% | 2,144 | $76K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,500 | $53K |
| CoreCap Advisors, LLC | 0.00% | No change | 970 | $34K |
| Park Square Financial Group, LLC | 0.02% | — | 946 | $34K |
| MAI Capital Management | 0.00% | New | 939 | $33K |
| Creative Financial Designs Inc. | 0.00% | New | 874 | $31K |
| Pineridge Advisors LLC | 0.01% | New | 774 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 655 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | New | 400 | $14K |
| Decker Retirement Planning Inc. | 0.01% | — | 385 | $14K |
| UBS Group AG | 0.00% | Reduce -15.7% | 154 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -1.9% | 153 | $5K |
| FMR LLC | 0.00% | New | 1 | $36 |
"% 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.