Alianzim US Eq BFR20 Sep-UsdSEPWETF

13F holders, Q3 2024 (September 30)
53holders +27
22new positions
4sold out
$28.53avg. 13F price*

At the end of Q3 2024, 53 institutions reported holding Alianzim US Eq BFR20 Sep-Usd (SEPW) in their 13F filings, up 27 from Q2 2024. 22 opened new positions and 4 sold out. The largest holders were AE Wealth Management LLC ($91.0M), Lloyd Advisory Services, LLC. ($15.5M) and Outlook Wealth Advisors, LLC ($7.7M).

Company
Alianzim US Eq BFR20 Sep-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q3 2024)
CUSIP
00888H687
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 26Q1 2024Q2 2024: 26Q2 2024Q3 2024: 53Q3 2024Q4 2024: 42Q4 2024Q1 2025: 38Q1 2025Q2 2025: 42Q2 2025Q3 2025: 62Q3 2025Q4 2025: 64Q4 2025Q1 2026: 66Q1 2026Q2 2026: 53Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions22$107.5M
Exits4$1.1M

All 13F filers, Q2 2024 → Q3 2024: 4,336,204 shares bought and 268,018 shares sold, net +4,068,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

AE Wealth Management LLC 0.83% New 3,191,059 $91.0M
Lloyd Advisory Services, LLC. 7.47% Add +1.1% 541,964 $15.5M
Outlook Wealth Advisors, LLC 2.20% Add +82.3% 268,601 $7.7M
Commonwealth Equity Services, LLC 0.01% Add +105.9% 242,104 $6.9M
B.O.S.S. Retirement Advisors, LLC 1.31% Add +0.2% 228,631 $6.5M
Osaic Holdings, Inc. 0.01% Add +64.0% 213,217 $6.1M
American Asset Management Inc. 4.54% New 147,242 $4.2M
Howard Bailey Securities, LLC 1.42% — 130,960 $3.7M
Raymond James Financial Services Advisors, Inc. 0.00% Add +18.7% 127,328 $3.6M
Great Lakes Retirement, Inc. 0.39% Reduce -23.0% 106,723 $3.0M
Westshore Wealth, LLC 0.99% New 84,696 $2.4M
Authentikos Wealth Advisory, LLC 2.10% New 76,377 $2.2M
Kestra Advisory Services, LLC 0.01% Add +7.8% 63,305 $1.8M
GeoWealth Management, LLC 0.06% Add +84.7% 62,917 $1.8M
Cetera Investment Advisers 0.00% Add +68.5% 54,986 $1.6M
Atria Wealth Solutions, Inc. 0.02% Add +540.0% 50,033 $1.4M
Harbour Investments, Inc. 0.04% Add +2577.8% 44,478 $1.3M
SMART Wealth LLC 0.48% New 42,730 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +38.3% 37,556 $1.1M
Envestnet Asset Management Inc. 0.00% Add +94.6% 36,904 $1.1M
Centaurus Financial, Inc. 0.06% Add +755.5% 32,511 $927K
Elevated Capital Advisors, LLC 0.24% New 31,741 $905K
Csenge Advisory Group 0.05% Reduce -2.9% 30,857 $882K
BCGM Wealth Management, LLC 0.27% Reduce -6.0% 28,701 $819K
Jane Street Group, LLC 0.00% Reduce -0.3% 28,573 $815K
Kingdom Financial Group LLC. 0.56% New 26,165 $746K
Focus Financial Network, Inc. 0.03% New 25,726 $734K
POM Investment Strategies, LLC 0.51% New 22,677 $647K
Advus Financial Partners, LLC 0.18% No change 22,598 $645K
GTS Securities LLC 0.01% New 22,246 $635K
Joseph P. Lucia & Associates, LLC 0.29% New 21,790 $622K
WealthPLAN Partners, LLC 0.08% New 21,021 $600K
PFG Advisors 0.03% Add +1.0% 17,679 $504K
Susquehanna International Group, LLP 0.00% Add +144.9% 17,647 $503K
Old Port Advisors 0.09% Add +43.9% 11,478 $327K
First Heartland Consultants, Inc. 0.03% Add +4.0% 11,098 $317K
Strategic Blueprint, LLC 0.02% Reduce -3.9% 10,646 $304K
WealthPlan Investment Management, LLC 0.03% New 9,840 $281K
Kingsview Wealth Management, LLC 0.01% New 9,765 $279K
Allegheny Financial Group 0.06% No change 9,138 $261K
MML Investors Services, LLC 0.00% New 8,158 $233K
Blackston Financial Advisory Group, LLC 0.11% New 7,779 $222K
CreativeOne Wealth, LLC 0.01% New 7,600 $217K
Slagle Financial, LLC 0.09% New 7,102 $203K
Allianz Investment Management U.S. LLC 0.01% Reduce -97.5% 5,000 $142K
Farther Finance Advisors, LLC 0.01% Reduce -0.4% 4,932 $141K
Creative Financial Designs Inc. 0.01% New 2,335 $67K
Lanark Financial, Inc. 0.01% New 2,081 $59K
Pineridge Advisors LLC 0.02% Reduce -5.6% 1,714 $49K
Clear Point Advisors Inc. 0.01% No change 500 $14K
Northwestern Mutual Wealth Management Co. 0.00% New 333 $10K
Richard W. Paul & Associates, LLC 0.00% Add +3.8% 218 $6K
Bank of America Corp. 0.00% New 9 $257

"% of holder's portfolio" is SEPW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Sep-Usd the manager owns.