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Disclosery

JULU AIM ETF PRODUCTS TRUST

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ALLIANZIM EQ BUF (fund)

36 managers (36 13F filers) reported a position in JULU shares at 2025-06-30, 2,397,536 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
2
Added
13
Reduced
13
Sold out
4
Shares held by filers
2,397,536

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
Sanctuary Advisors, LLC377,566$10.4M0.06%-1,74413F-HRTimeline
AE Wealth Management LLC333,567$9.19M0.07%-7,84213F-HRTimeline
Transcendent Capital Group LLC302,441$8.33M4.28%-13,05513F-HRTimeline
Atria Investments, Inc195,666$5.39M0.06%-179,74413F-HRTimeline
RFG Advisory, LLC189,901$5.23M0.12%+66,33213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,750$4.84M0.01%+3,54413F-HRTimeline
Cetera Investment Advisers113,127$3.12M0.01%+4,81613F-HRTimeline
USA FINANCIAL FORMULAS102,360$2.82M0.48%+102,31313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…96,436$2.66M0.04%+2,86213F-HRTimelineGroup
Allianz Investment Management U.S. LLCin group Allianz SE94,541$2.6M0.11%-52,50013F-HRTimelineGroup
Lloyd Advisory Services, LLC.67,342$1.85M0.9%-1,42113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC66,043$1.82M0.46%+1,06613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,183$1.68M<0.01%-17,70013F-HR/ATimelineGroup
HOWARD BAILEY SECURITIES, LLC33,462$921K0.28%+67113F-HR/ATimeline
TOUNJIAN ADVISORY PARTNERS, LLC26,488$676K0.13%-43213F-HRTimeline
NBZ Investment Advisors LLC23,482$647K0.37%013F-HRTimeline
Grantvest Financial Group LLC23,164$638K0.47%-2,16313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,228$612K<0.01%+3,46213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,496$537K<0.01%+37213F-HRTimelineGroup
LifeWealth Investments, LLC17,191$473K0.17%+2,70013F-HR/ATimeline
Arax Advisory Partners15,208$419K0.02%new13F-HRTimeline
Great Lakes Retirement, Inc.14,443$398K0.05%-99513F-HRTimeline
Southland Equity Partners LLC8,697$239K0.05%013F-HRTimeline
SMART Wealth LLC7,311$201K0.06%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,379$148K<0.01%-1113F-HR/ATimelineGroup
Transce3nd, LLC1,078$29.7K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$27.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.986$27.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.900$24.8K0.02%+3513F-HRTimeline
Park Square Financial Group, LLC671$18.5K0.01%+13913F-HRTimeline
Decker Retirement Planning Inc.275$7.57K<0.01%+7613F-HRTimeline
Richard W. Paul & Associates, LLC63$1.74K<0.01%013F-HRTimeline
Global Retirement Partners, LLC54$1.49K<0.01%13F-HRTimeline
Pineridge Advisors LLC27$744<0.01%-30313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$275<0.01%-25,72913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.