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Disclosery

JULT AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQ (fund)

44 managers (45 13F filers) reported a position in JULT shares at 2024-12-31, 1,258,841 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
44
13F filers
45
New
5
Added
7
Reduced
14
Sold out
2
Shares held by filers
1,258,841

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
Kaye Capital Management328,026$12.9M5.87%-5,57013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.191,357$7.55M0.02%-59,01313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC179,077$7.07M0.01%+3,26913F-HRTimeline
RFG Advisory, LLC89,647$3.54M0.1%-2,13713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding43,564$1.72M+7,279Timeline
Cetera Investment Advisers39,121$1.54M<0.01%-6,53013F-HRTimeline
Atria Wealth Solutions, Inc.38,067$1.5M0.02%+3,60613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC33,655$1.33M1.15%013F-HRTimeline
CENTAURUS FINANCIAL, INC.32,136$1.27M0.08%-4,05313F-HRTimeline
OLD MISSION CAPITAL LLC28,196$1.11M0.03%+12,06913F-HRTimeline
Grantvest Financial Group LLC24,102$951K1.06%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,844$783K0.03%013F-HRTimeline
Bison Wealth, LLC18,656$736K0.09%13F-HRTimeline
Rothschild Wealth LLC16,609$655K0.19%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,017$632K<0.01%+1,13613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,565$614K<0.01%-84613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,961$551K<0.01%-2,37513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,091$517K<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP11,826$467K0.03%-3,31613F-HRTimeline
Cambridge Investment Research Advisors,…9,736$384K<0.01%-25013F-HRTimeline
LPL Financial LLC9,727$384K<0.01%-1,71513F-HRTimeline
Focus Financial Network, Inc.8,976$354K0.01%+1813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,548$337K<0.01%013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,164$322K0.02%013F-HRTimeline
Nvest Financial, LLC7,834$309K0.16%013F-HRTimeline
Sanctuary Advisors, LLC7,112$287K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,131$281K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,965$275K0.05%-1213F-HRTimeline
AE Wealth Management LLC6,441$254K<0.01%-3,04413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,366$251K<0.01%13F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC5,531$218K<0.01%013F-HRTimeline
McAdam, LLC5,321$210K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,269$89.5K<0.01%-4,13713F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,768$69.8K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,500$59.2K<0.01%013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE1,310$51.7K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,000$39.5K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC134$5.31K<0.01%-113F-HRTimeline
Allworth Financial LP129$5.21K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO129$5.09K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG126$4.97K<0.01%+4013F-HRTimelineGroup
Pineridge Advisors LLC57$2.25K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC50$1.97K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.