Skip to content

FEBW AIM ETF PRODUCTS TRUST

Follow

US LRGCP B20 FEB (fund)

37 managers (37 13F filers) reported a position in FEBW shares at 2024-12-31, 1,274,977 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
37
13F filers
37
New
5
Added
7
Reduced
17
Sold out
8
Shares held by filers
1,274,977

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.319,200$9.89M0.02%+9,84013F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC229,366$7.11M0.04%+10,33413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC130,544$4.04M0.01%-110,22713F-HRTimeline
Atria Wealth Solutions, Inc.66,599$2.06M0.02%-3,41413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,524$1.75M<0.01%+36,92913F-HRTimelineGroup
Cetera Investment Advisers49,697$1.54M<0.01%+2,38813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,716$1.51M<0.01%13F-HR/ATimelineGroup
Strategic Blueprint, LLC46,810$1.45M0.09%-8,66313F-HRTimeline
Elevated Capital Advisors, LLC37,051$1.15M0.31%-4,18213F-HRTimeline
OLD MISSION CAPITAL LLC35,482$1.1M0.03%+21,02113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,415$942K<0.01%-8,16113F-HRTimelineGroup
LPL Financial LLC23,225$720K<0.01%-8,38213F-HRTimeline
Clear Point Advisors Inc.21,208$657K0.56%-56913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,204$626K0.02%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,185$625K<0.01%-5,94813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,561$575K0.02%+4,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.17,312$536K0.02%-3,62513F-HRTimeline
Belpointe Asset Management LLC13,863$419K0.03%013F-HRTimeline
PFG Advisors11,876$368K0.02%-5013F-HRTimeline
Wealth Group, Ltd.11,749$364K0.24%-70013F-HRTimeline
Focus Financial Network, Inc.10,753$333K0.01%+13513F-HRTimeline
Farther Finance Advisors, LLC9,263$287K0.01%-30913F-HRTimeline
Castle Rock Wealth Management, LLC7,864$247K0.06%new13F-HRTimeline
AE Wealth Management LLC7,804$242K<0.01%-21,05013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,075$219K0.04%013F-HRTimelineGroup
Global Retirement Partners, LLC6,463$200K0.01%new13F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$155K0.01%013F-HRTimelineGroup
Luminist Capital LLC4,904$152K0.26%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,717$84.2K0.02%-17713F-HRTimeline
UBS Group AGin group UBS Group AG2,219$68.7K<0.01%-1,75013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,500$46.5K<0.01%-90013F-HRTimeline
Coppell Advisory Solutions LLC355$11K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC345$10.7K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO93$2.91K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC32$1K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.3$1140.01%-3,67813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.