Skip to content
Disclosery

JULT AIM ETF PRODUCTS TRUST

Follow

ALLIANZIM US EQ (fund)

39 managers (40 13F filers) reported a position in JULT shares at 2025-03-31, 1,009,796 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
39
13F filers
40
New
4
Added
6
Reduced
17
Sold out
8
Shares held by filers
1,009,796

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WealthPlan Investment Management, LLC209,504$8.01M0.79%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,248$6.59M0.01%-6,82913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.145,396$5.56M0.01%-45,96113F-HRTimelineGroup
WealthPLAN Partners, LLC97,178$3.72M0.52%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding44,577$1.71M+1,013Timeline
Cetera Investment Advisers36,161$1.38M<0.01%-2,96013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC33,655$1.29M1%013F-HRTimeline
CENTAURUS FINANCIAL, INC.30,992$1.19M0.07%-1,14413F-HRTimeline
Atria Wealth Solutions, Inc.29,863$1.14M0.01%-8,20413F-HRTimeline
Grantvest Financial Group LLC24,102$922K0.75%013F-HRTimeline
Bison Wealth, LLC18,656$714K0.07%013F-HRTimeline
Rothschild Wealth LLC16,609$635K0.18%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,443$591K<0.01%-12213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,319$548K0.02%-5,52513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,126$464K0.03%+30013F-HRTimeline
LPL Financial LLC9,198$352K<0.01%-52913F-HRTimeline
Focus Financial Network, Inc.8,971$343K0.01%-513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,448$323K<0.01%-10013F-HRTimeline
OLD MISSION CAPITAL LLC8,294$317K0.01%-19,90213F-HRTimeline
Nvest Financial, LLC7,979$305K0.16%+14513F-HRTimeline
Sanctuary Advisors, LLC7,112$272K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,961$266K0.05%-413F-HRTimeline
Cambridge Investment Research Advisors,…6,574$251K<0.01%-3,16213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,352$243K<0.01%-1413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,662$217K0.02%-2,50213F-HRTimeline
AE Wealth Management LLC5,638$216K<0.01%-80313F-HRTimeline
TOWNSQUARE CAPITAL LLC5,531$212K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,371$205K<0.01%+5,24213F-HRTimelineGroup
McAdam, LLC5,321$204K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG3,064$117K<0.01%+2,93813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,531$96.8K<0.01%new13F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,500$57.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,459$55.8K<0.01%-81013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE1,310$48.7K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,000$38.3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY505$19.3K<0.01%new13F-HRTimelineGroup
Allworth Financial LP129$4.86K<0.01%013F-HRTimeline
Pineridge Advisors LLC57$2.18K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.