Alianzim US Eq BFR20 Sep-UsdSEPWETF

13F holders, Q4 2024 (December 31)
42holders −11
7new positions
20sold out
1famous investor
$28.91avg. 13F price*

At the end of Q4 2024, 42 institutions reported holding Alianzim US Eq BFR20 Sep-Usd (SEPW) in their 13F filings, down 11 from Q3 2024. 7 opened new positions and 20 sold out. The largest holders were Commonwealth Equity Services, LLC ($6.9M), Osaic Holdings, Inc. ($6.0M) and American Asset Management Inc. ($4.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alianzim US Eq BFR20 Sep-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$2.1M
Exits20$43.8M

All 13F filers, Q3 2024 → Q4 2024: 113,152 shares bought and 4,780,119 shares sold, net −4,666,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 238,676 $6.9M
Osaic Holdings, Inc. 0.01% Reduce -3.2% 206,411 $6.0M
American Asset Management Inc. 4.32% Reduce -0.1% 147,074 $4.3M
Raymond James Financial Inc. 0.00% — 130,216 $3.8M
Westshore Wealth, LLC 0.99% No change 84,696 $2.4M
Kestra Advisory Services, LLC 0.01% Add +9.8% 69,533 $2.0M
Cetera Investment Advisers 0.00% Reduce -2.1% 53,820 $1.6M
GeoWealth Management, LLC 0.05% Reduce -15.0% 53,459 $1.5M
Harbour Investments, Inc. 0.04% Add +16.6% 51,856 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -0.1% 49,983 $1.4M
Susquehanna International Group, LLP 0.00% Add +157.8% 45,494 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.1% 36,769 $1.1M
Spire Wealth Management 0.03% New 36,515 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -4.0% 35,440 $1.0M
Centaurus Financial, Inc. 0.06% No change 32,511 $940K
Elevated Capital Advisors, LLC 0.23% Reduce -9.5% 28,718 $830K
Focus Financial Network, Inc. 0.03% No change 25,726 $744K
BCGM Wealth Management, LLC 0.21% Reduce -18.9% 23,281 $673K
Old Mission Capital LLC 0.02% New 22,777 $658K
Joseph P. Lucia & Associates, LLC 0.28% No change 21,790 $630K
Advus Financial Partners, LLC 0.18% Reduce -4.4% 21,595 $624K
Grantvest Financial Group LLC 0.68% — 21,043 $608K
PFG Advisors 0.03% Reduce -5.7% 16,676 $482K
Jane Street Group, LLC 0.00% Reduce -45.1% 15,679 $453K
AE Wealth Management LLC 0.00% Reduce -99.6% 14,127 $408K
Old Port Advisors 0.10% No change 11,478 $332K
First Heartland Consultants, Inc. 0.03% Reduce -0.6% 11,032 $319K
Citadel Advisors 0.00% New 10,641 $308K
Riggs Capital Management LLC 0.28% — 9,817 $284K
Kingsview Wealth Management, LLC 0.01% No change 9,765 $282K
Allegheny Financial Group 0.07% No change 9,138 $264K
MML Investors Services, LLC 0.00% No change 8,158 $236K
CreativeOne Wealth, LLC 0.01% No change 7,600 $220K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $145K
Farther Finance Advisors, LLC 0.01% No change 4,932 $143K
Creative Financial Designs Inc. 0.01% Add +6.3% 2,481 $72K
Geneos Wealth Management Inc. 0.00% New 1,000 $29K
POM Investment Strategies, LLC 0.01% Reduce -97.2% 642 $19K
Global Retirement Partners, LLC 0.00% New 400 $12K
UBS Group AG 0.00% New 122 $4K
New Millennium Group LLC 0.00% New 98 $3K
Lanark Financial, Inc. 0.01% — 2 $60

"% 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.