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Disclosery

JULT AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQ (fund)

44 managers (44 13F filers) reported a position in JULT shares at 2025-06-30, 1,517,111 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
8
Added
7
Reduced
18
Sold out
5
Shares held by filers
1,517,111

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gradient Investments LLCin group Gradient Investments LLC605,507$25.3M0.46%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC172,030$7.18M0.01%-21813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,047$5.47M0.01%-14,34913F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…115,515$4.82M0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,965$2.8M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers35,681$1.49M<0.01%-48013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding33,785$1.41M-10,792Timeline
WealthPlan Investment Management, LLC31,739$1.33M0.1%-177,76513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,424$1.31M<0.01%+25,07213F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC29,647$1.24M0.84%-4,00813F-HRTimeline
Grantvest Financial Group LLC23,919$999K0.74%-18313F-HRTimeline
Atria Wealth Solutions, Inc.23,855$996K0.02%-6,00813F-HRTimeline
LPL Financial LLC23,023$961K<0.01%+13,82513F-HRTimeline
Rothschild Wealth LLC21,040$878K0.22%+4,43113F-HRTimeline
Bison Wealth, LLC18,656$779K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,395$643K<0.01%-4813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,981$584K0.04%+1,85513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,679$488K0.01%-2,64013F-HRTimeline
Focus Financial Network, Inc.8,969$374K0.01%-213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,442$355K<0.01%-613F-HRTimeline
HARBOUR INVESTMENTS, INC.8,243$344K0.01%+6,78413F-HRTimeline
Nvest Financial, LLC7,979$333K0.17%013F-HRTimeline
Sanctuary Advisors, LLC7,112$297K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,944$290K0.05%-1713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,831$285K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,795$284K0.02%+1,13313F-HRTimeline
Brown Financial Advisors6,679$279K0.11%new13F-HRTimeline
WealthPLAN Partners, LLC5,585$233K0.04%-91,59313F-HRTimeline
Mattson Financial Services, LLC5,577$233K0.06%new13F-HRTimeline
Paladin Wealth, LLC5,441$227K0.18%new13F-HRTimeline
McAdam, LLC5,321$222K0.01%013F-HRTimeline
AE Wealth Management LLC5,062$211K<0.01%-57613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,691$154K<0.01%-1,68013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,541$148K<0.01%+1,01013F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.2,582$108K0.01%-28,41013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,768$67.6K0.03%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,500$62.6K<0.01%013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE1,310$54.7K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,280$53.4K<0.01%-1,78413F-HRTimelineGroup
AdvisorNet Financial, Inc1,000$41.8K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY505$21.1K<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC57$2.38K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC9$302<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.