Allian US Equ 6 Mon BU10-UsdSIXOETF

13F holders, Q4 2024 (December 31)
62holders +23
17new positions
3sold out
$32.40avg. 13F price*

At the end of Q4 2024, 62 institutions reported holding Allian US Equ 6 Mon BU10-Usd (SIXO) in their 13F filings, up 23 from Q3 2024. 17 opened new positions and 3 sold out. The largest holders were AE Wealth Management LLC ($54.3M), Lloyd Advisory Services, LLC. ($15.6M) and Commonwealth Equity Services, LLC ($15.3M).

Company
Allian US Equ 6 Mon BU10-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q4 2024)
CUSIP
00888H877
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 23Q1 2024Q2 2024: 33Q2 2024Q3 2024: 39Q3 2024Q4 2024: 62Q4 2024Q1 2025: 62Q1 2025Q2 2025: 59Q2 2025Q3 2025: 40Q3 2025Q4 2025: 65Q4 2025Q1 2026: 71Q1 2026Q2 2026: 57Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions17$32.5M
Exits3$320K

All 13F filers, Q3 2024 → Q4 2024: 3,420,513 shares bought and 158,416 shares sold, net +3,262,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

AE Wealth Management LLC 0.46% Add +716.9% 1,675,648 $54.3M
Lloyd Advisory Services, LLC. 7.40% Add +294.3% 482,110 $15.6M
Commonwealth Equity Services, LLC 0.02% Add +5.5% 472,538 $15.3M
B.O.S.S. Retirement Advisors, LLC 2.77% New 305,892 $9.9M
Raymond James Financial Inc. 0.00% — 301,001 $9.8M
Envestnet Asset Management Inc. 0.00% Add +514.1% 212,670 $6.9M
Atria Wealth Solutions, Inc. 0.07% Add +17.4% 183,423 $5.9M
Osaic Holdings, Inc. 0.01% Add +34.1% 168,124 $5.4M
RFG Advisory, LLC 0.15% New 158,776 $5.1M
WealthPlan Investment Management, LLC 0.50% New 155,635 $5.0M
Howard Bailey Securities, LLC 1.73% Add +672.3% 144,071 $4.7M
Beck Capital Management, LLC 1.15% Reduce -1.8% 133,684 $4.3M
Cetera Investment Advisers 0.01% Add +1.5% 130,787 $4.2M
Janney Montgomery Scott LLC 0.01% Add +5.4% 109,786 $3.6M
Essential Planning, LLC. 0.02% New 100,752 $3.2M
RIA Advisory Group LLC 1.07% Reduce -27.2% 97,053 $3.1M
Authentikos Wealth Advisory, LLC 2.91% Add +966.8% 90,887 $2.9M
WealthPLAN Partners, LLC 0.41% New 89,573 $2.9M
Great Lakes Retirement, Inc. 0.33% Add +617.0% 79,396 $2.6M
Strategic Blueprint, LLC 0.14% Add +5.9% 70,901 $2.3M
Red Crane Wealth Management, LLC 2.14% — 69,624 $2.3M
Townsquare Capital LLC 0.02% Add +6.1% 50,612 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +23.0% 46,160 $1.5M
Old Mission Capital LLC 0.03% New 42,813 $1.4M
LifeWealth Investments, LLC 0.78% — 36,459 $1.2M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -7.4% 30,857 $1000K
SMART Wealth LLC 0.35% New 30,050 $974K
Jane Street Group, LLC 0.00% New 20,741 $672K
Kingdom Financial Group LLC. 0.43% New 19,355 $627K
Elevated Capital Advisors, LLC 0.17% Add +26.5% 18,690 $606K
Wellment Financial 0.75% — 18,496 $599K
Kestra Advisory Services, LLC 0.00% Add +10.0% 16,905 $548K
Mid-American Wealth Advisory Group, Inc. 0.31% New 16,113 $522K
Ausdal Financial Partners, Inc. 0.04% New 15,550 $504K
Harbour Investments, Inc. 0.01% Add +85.7% 15,427 $500K
Lord & Richards Wealth Management, LLC 1.01% — 14,771 $479K
IFP Advisors, Inc 0.02% Add +7.0% 14,745 $478K
LPL Financial LLC 0.00% Add +0.7% 14,507 $470K
Arkadios Wealth Advisors 0.02% New 13,120 $425K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.6% 11,130 $361K
HRT Financial LP 0.00% New 10,856 $351K
Financial Network Wealth Advisors LLC 0.64% Reduce -77.6% 10,673 $346K
Csenge Advisory Group 0.02% Reduce -64.5% 10,030 $325K
Main Street Financial Solutions, LLC 0.03% Reduce -9.0% 8,784 $285K
AlphaStar Capital Management, LLC 0.03% New 8,486 $275K
Independent Financial Group, LLC 0.01% No change 7,050 $228K
Susquehanna International Group, LLP 0.00% New 6,799 $220K
Accurate Wealth Management, LLC 0.04% New 6,605 $213K
Capital A Wealth Management, LLC 0.31% — 5,740 $186K
Transce3nd, LLC 0.06% — 5,710 $185K
Allianz Investment Management U.S. LLC 0.01% Reduce -89.7% 5,000 $162K
Creative Financial Designs Inc. 0.01% Reduce -10.4% 2,893 $94K
Sugar Maple Asset Management, LLC 0.05% New 2,207 $72K
JPMorgan Chase & Co. 0.00% Reduce -78.0% 2,000 $65K
Pineridge Advisors LLC 0.02% Add +631.9% 1,515 $49K
Quest 10 Wealth Builders, Inc. 0.05% — 1,488 $48K
Park Square Financial Group, LLC 0.03% — 1,444 $47K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,200 $39K
Decker Retirement Planning Inc. 0.02% — 818 $27K
Richard W. Paul & Associates, LLC 0.00% Add +1096.0% 299 $10K
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $519
Cwm, LLC 0.00% No change 6 $0

"% of holder's portfolio" is SIXO's weight in each manager's 13F, not the share of Allian US Equ 6 Mon BU10-Usd the manager owns.