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Disclosery

JULU AIM ETF PRODUCTS TRUST

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ALLIANZIM EQ BUF (fund)

37 managers (37 13F filers) reported a position in JULU shares at 2025-03-31, 2,513,976 shares in all. 18 filers opened a position and 1 filer sold out during the quarter.

Managers
37
13F filers
37
New
18
Added
7
Reduced
7
Sold out
1
Shares held by filers
2,513,976

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
Sanctuary Advisors, LLC379,310$9.68M0.07%-9,06513F-HRTimeline
Atria Investments, Inc375,410$9.58M0.12%-5,06513F-HRTimeline
AE Wealth Management LLC341,409$8.71M0.07%new13F-HRTimeline
Transcendent Capital Group LLC315,496$8.05M4.53%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,206$4.39M0.01%-1,26813F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE147,041$3.68M0.2%-52,50013F-HRTimelineGroup
RFG Advisory, LLC123,569$3.15M0.09%+23,89913F-HRTimeline
Cetera Investment Advisers108,311$2.76M0.01%+3,95013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…93,574$2.39M0.03%+6,96013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,883$2.01M<0.01%+76,82513F-HRTimelineGroup
Lloyd Advisory Services, LLC.68,763$1.75M0.88%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC64,977$1.66M0.48%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC32,791$836K0.28%new13F-HR/ATimeline
TOUNJIAN ADVISORY PARTNERS, LLC26,920$687K0.13%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,739$657K<0.01%new13F-HRTimelineGroup
Grantvest Financial Group LLC25,327$646K0.52%-1,21313F-HRTimeline
NBZ Investment Advisors LLC23,482$599K0.35%-22,19013F-HRTimeline
OLD MISSION CAPITAL LLC22,593$576K0.01%+12,60113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,124$488K<0.01%+81313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,766$479K<0.01%+8,14713F-HRTimelineGroup
Great Lakes Retirement, Inc.15,438$394K0.05%new13F-HRTimeline
LifeWealth Investments, LLC14,491$370K0.18%new13F-HR/ATimeline
Southland Equity Partners LLC8,697$222K0.05%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,390$137K<0.01%new13F-HR/ATimelineGroup
Transce3nd, LLC1,078$27.5K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$25.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.986$25.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.865$22.1K0.02%new13F-HRTimeline
Lord & Richards Wealth Management, LLC854$21.8K0.02%new13F-HRTimeline
Park Square Financial Group, LLC532$13.6K0.01%new13F-HRTimeline
Pineridge Advisors LLC330$8.42K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC295$7.53K0.01%new13F-HRTimeline
Decker Retirement Planning Inc.199$5.08K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC63$1.61K<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS47$1.2K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG20$510<0.01%-4513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.