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Disclosery

JANW AIM ETF PRODUCTS TRUST

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ALLIA US JAN ETF (fund)

74 managers (75 13F filers) reported a position in JANW shares at 2024-12-31, 9,268,402 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
74
13F filers
75
New
16
Added
11
Reduced
26
Sold out
7
Shares held by filers
9,268,402

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
AE Wealth Management LLC3,207,993$108M0.92%+3,173,63113F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.1,109,269$37.3M37.93%+1,036,33113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC460,893$15.5M0.02%-3,11813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC433,561$14.6M0.01%13F-HR/ATimelineGroup
Lloyd Advisory Services, LLC.431,946$14.5M6.88%new13F-HRTimeline
Wellment Financial328,986$11.1M13.91%13F-HRTimeline
Outlook Wealth Advisors, LLC302,245$10.2M2.92%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.264,207$8.89M0.02%-5,87213F-HR/ATimelineGroup
Cetera Investment Advisers239,038$8.04M0.02%+1,25213F-HRTimeline
Strategic Blueprint, LLC212,634$7.15M0.43%-29,25613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC198,580$6.68M0.04%+7,84413F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC197,152$6.63M1.85%new13F-HRTimeline
Compass Advisory Group LLC128,663$4.33M1.55%-590,88113F-HRTimeline
BCGM Wealth Management, LLC121,070$4.07M1.29%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC102,575$3.45M1.28%new13F-HRTimeline
Atria Wealth Solutions, Inc.99,584$3.35M0.04%+95613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding95,235$3.2M-82,071Timeline
CENTAURUS FINANCIAL, INC.94,461$3.18M0.19%-45,97313F-HRTimeline
Great Lakes Retirement, Inc.85,372$2.87M0.37%new13F-HRTimeline
GeoWealth Management, LLC77,316$2.6M0.09%new13F-HRTimeline
Gladstone Institutional Advisory LLC61,781$2.08M0.1%-215,44713F-HRTimeline
SMART Wealth LLC59,585$2M0.71%new13F-HRTimeline
Authentikos Wealth Advisory, LLC57,532$1.93M1.91%new13F-HRTimeline
Long Island Wealth Management, Inc.55,643$1.87M1.17%-5,28313F-HRTimeline
IFP Advisors, Inc48,641$1.64M0.05%+18713F-HRTimeline
HARBOUR INVESTMENTS, INC.48,569$1.63M0.05%+36,46213F-HRTimeline
Midwest Financial Network, LLC47,868$1.61M1.67%13F-HRTimeline
Cambridge Investment Research Advisors,…45,179$1.52M0.01%-4,32513F-HRTimeline
Clear Point Advisors Inc.43,065$1.45M1.24%-70013F-HRTimeline
Grantvest Financial Group LLC41,225$1.39M1.55%13F-HRTimeline
FSA Advisors, Inc.37,508$1.26M1.54%new13F-HRTimeline
LifeWealth Investments, LLC35,669$1.2M0.79%13F-HRTimeline
Sigma Planning Corp34,078$1.15M0.04%-221,24113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV32,898$1.11M0.08%-1,61013F-HRTimeline
Csenge Advisory Group30,279$1.02M0.06%new13F-HRTimeline
Castle Rock Wealth Management, LLC28,535$977K0.23%+17,73013F-HRTimeline
Elevated Capital Advisors, LLC29,051$977K0.27%-3,23613F-HRTimeline
LPL Financial LLC26,732$899K<0.01%-1,58913F-HRTimeline
Kingdom Financial Group LLC.26,158$880K0.6%new13F-HRTimeline
Lord & Richards Wealth Management, LLC25,392$854K1.8%13F-HRTimeline
Kingsview Wealth Management, LLC23,408$787K0.02%-99013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21,023$707K0.13%-2,37913F-HRTimeline
Joseph P. Lucia & Associates, LLC20,415$687K0.31%new13F-HRTimeline
PFG Advisors18,080$608K0.04%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,869$601K0.01%+80613F-HRTimelineGroup
Blackston Financial Advisory Group, LLC14,695$494K0.25%new13F-HRTimeline
Focus Financial Network, Inc.14,466$486K0.02%+33013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,802$431K<0.01%-3,50913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management12,005$404K0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,920$399K0.02%-1,15013F-HRTimelineGroup
Koshinski Asset Management, Inc.11,835$398K0.04%-1,37513F-HRTimeline
Wealthquest Corp10,410$350K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,768$328K0.01%013F-HRTimeline
Rothschild Wealth LLC8,386$282K0.08%-33413F-HRTimeline
DHJJ Financial Advisors, Ltd.7,358$247K0.1%-79013F-HRTimeline
Moors & Cabot, Inc.6,600$222K0.01%-1,70013F-HRTimeline
WEALTHGARDEN F.S. LLC6,472$218K0.2%-1,70113F-HRTimeline
Quest 10 Wealth Builders, Inc.6,404$215K0.21%13F-HRTimeline
RIA Advisory Group LLC6,017$202K0.07%new13F-HRTimeline
Capital A Wealth Management, LLC4,194$141K0.23%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,139$139K0.01%013F-HRTimeline
Transce3nd, LLC4,099$138K0.05%13F-HRTimeline
COMERICA BANK2,138$71.9K<0.01%013F-HR/ATimeline
Coppell Advisory Solutions LLC1,916$64.4K0.01%-713F-HRTimeline
Park Square Financial Group, LLC1,271$42.7K0.03%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,100$37K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO992$33.4K<0.01%-14,20313F-HRTimelineGroup
Pineridge Advisors LLC943$31.7K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…706$23.7K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.556$18.7K0.01%13F-HRTimeline
Richard W. Paul & Associates, LLC186$6.25K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC56$2K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.5$1950.02%-5,79413F-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.