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Disclosery

JULT AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQ (fund)

43 managers (43 13F filers) reported a position in JULT shares at 2025-12-31, 1,598,985 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
43
13F filers
43
New
7
Added
5
Reduced
22
Sold out
2
Shares held by filers
1,598,985

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Gradient Investments LLCin group Gradient Investments LLC582,601$26.1M0.42%-25,52713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC144,827$6.5M0.01%-138,50913F-HRTimeline
Safe Harbor Wealth Advisors, LLC124,524$5.6M5.42%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,222$5.26M<0.01%+71,30013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,628$4.79M0.01%-39,80513F-HRTimelineGroup
LPL Financial LLC57,909$2.6M<0.01%+2,26813F-HRTimeline
Rothschild Wealth LLC43,198$1.94M0.19%+14,02013F-HR/ATimeline
Cetera Investment Advisers41,009$1.84M<0.01%-84813F-HRTimeline
OLD MISSION CAPITAL LLC39,107$1.75M0.07%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,788$1.56M<0.01%-39613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,178$1.31M<0.01%-19,93113F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC26,872$1.21M0.63%013F-HRTimeline
CENTAURUS FINANCIAL, INC.22,883$1.03M0.05%-70813F-HRTimeline
Grantvest Financial Group LLC21,644$971K0.62%-42413F-HRTimeline
Bison Wealth, LLC18,656$818K0.09%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,247$729K0.04%-65013F-HRTimeline
MML INVESTORS SERVICES, LLC15,061$676K<0.01%-3913F-HRTimeline
Nvest Financial, LLC12,639$567K0.24%+1,80113F-HRTimeline
HARBOUR INVESTMENTS, INC.12,508$561K0.01%-3,00313F-HRTimeline
Modern Wealth Management, LLC12,008$539K0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,000$539K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,878$443K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.8,647$388K0.01%-32213F-HRTimeline
Sanctuary Advisors, LLC7,712$346K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,521$340K<0.01%-87113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,112$319K0.05%-7213F-HRTimeline
Brown Financial Advisors7,070$317K0.12%-43213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,479$291K0.01%-5,20013F-HRTimeline
Cambridge Investment Research Advisors,…6,096$274K<0.01%+1,26213F-HRTimeline
A4 Wealth Advisors LLC6,074$273K0.24%-16813F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,910$265K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,523$248K<0.01%-61213F-HRTimelineGroup
Elevation Wealth Management LLC5,320$239K0.23%13F-HRTimeline
Paladin Wealth, LLC5,319$239K0.16%-28613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,216$234K0.01%-1,96213F-HRTimeline
Cassady Wealth & Retirement Planning, L…4,954$222K0.14%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,306$103K<0.01%-1,16413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,500$67.3K<0.01%013F-HRTimeline
Allianz SEin group Allianz SE1,310$58.8K<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.1,220$54.8K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc1,000$44.9K<0.01%013F-HRTimeline
AE Wealth Management LLC811$36.4K<0.01%-21013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY498$22.3K<0.01%013F-HR/ATimelineGroup