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Disclosery

JULU AIM ETF PRODUCTS TRUST

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ALLIANZIM EQ BUF (fund)

43 managers (43 13F filers) reported a position in JULU shares at 2025-09-30, 3,544,110 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
43
13F filers
43
New
15
Added
8
Reduced
17
Sold out
7
Shares held by filers
3,544,110

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AE Wealth Management LLC1,489,694$43.6M0.28%+1,156,12713F-HRTimeline
Sanctuary Advisors, LLC375,782$11M0.06%-1,78413F-HR/ATimeline
Authentikos Wealth Advisory, LLC264,715$7.75M5.12%new13F-HR/ATimeline
RFG Advisory, LLC201,278$5.89M0.12%+11,37713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC180,901$5.29M0.01%+5,15113F-HRTimeline
Wellment Financial138,674$4.06M4.8%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…99,651$2.92M0.04%+3,21513F-HRTimelineGroup
USA FINANCIAL FORMULAS84,317$2.47M0.43%-18,04313F-HRTimeline
Outlook Wealth Advisors, LLC60,582$1.77M0.44%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,533$1.77M<0.01%-65013F-HRTimelineGroup
FWG Investments, LLC.57,082$1.67M1.15%new13F-HRTimeline
Lloyd Advisory Services, LLC.54,386$1.59M0.75%-12,95613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,246$1.38M<0.01%new13F-HRTimelineGroup
Transcendent Capital Group LLC45,401$1.33M0.59%-257,04013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC33,850$990K0.24%-32,19313F-HRTimeline
FSA Advisors, Inc.33,154$970K0.77%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC28,295$828K0.24%-5,16713F-HR/ATimeline
Csenge Advisory Group27,703$811K0.04%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,833$697K<0.01%+23,82313F-HR/ATimelineGroup
Grantvest Financial Group LLC22,518$659K0.45%-64613F-HRTimeline
LifeWealth Investments, LLC22,066$646K0.21%+4,87513F-HR/ATimeline
NBZ Investment Advisors LLC20,457$599K0.31%-3,02513F-HRTimeline
Quest 10 Wealth Builders, Inc.19,436$569K0.52%+18,53613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,286$564K<0.01%-21013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,070$529K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers15,677$459K<0.01%-97,45013F-HRTimeline
Golden Reserve Retirement LLC14,499$424K0.11%new13F-HRTimeline
Range Financial Group LLC13,393$392K0.14%new13F-HRTimeline
Atria Investments, Inc12,999$380K<0.01%-182,66713F-HRTimeline
Blackston Financial Advisory Group, LLC11,445$335K0.2%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,995$322K<0.01%-11,23313F-HRTimelineGroup
Great Lakes Retirement, Inc.9,679$283K0.03%-4,76413F-HRTimeline
Southland Equity Partners LLC8,697$254K0.05%013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$146K0.01%-89,54113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,341$127K0.01%new13F-HRTimeline
IFP Advisors, Inc4,191$123K<0.01%new13F-HR/ATimeline
Advisory Services Network, LLC1,700$49.7K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$29.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.986$28.9K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.459$13.4K0.01%+18413F-HRTimeline
Geneos Wealth Management Inc.97$2.84K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC32$936<0.01%-3113F-HRTimeline
Pineridge Advisors LLC10$293<0.01%-1713F-HRTimeline