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Disclosery

JULU AIM ETF PRODUCTS TRUST

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ALLIANZIM EQ BUF (fund)

50 managers (51 13F filers) reported a position in JULU shares at 2025-12-31, 4,089,174 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
50
13F filers
51
New
6
Added
15
Reduced
15
Sold out
2
Shares held by filers
4,089,174

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
AE Wealth Management LLC1,493,114$44.4M0.25%+3,42013F-HRTimeline
Sanctuary Advisors, LLC375,782$11.2M0.06%013F-HRTimeline
Allianz SEgroup of 2 filers holding292,052$8.68MnewTimeline
Authentikos Wealth Advisory, LLC254,426$7.56M5%-10,28913F-HRTimeline
RFG Advisory, LLC191,680$5.69M0.11%-9,59813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC171,019$5.08M0.01%-9,88213F-HRTimeline
Wellment Financial136,577$4.06M4.77%-2,09713F-HRTimeline
Outlook Wealth Advisors, LLC116,556$3.46M0.78%+55,97413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…115,768$3.44M0.04%+16,11713F-HRTimelineGroup
Lloyd Advisory Services, LLC.84,254$2.5M0.97%+29,86813F-HRTimeline
SMART Wealth LLC79,311$2.36M0.72%new13F-HRTimeline
USA FINANCIAL FORMULAS69,897$2.08M0.38%-14,42013F-HRTimeline
FWG Investments, LLC.58,176$1.73M1.1%+1,09413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,533$1.71M<0.01%-3,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,549$1.62M<0.01%+7,30313F-HRTimelineGroup
FSA Advisors, Inc.34,913$1.04M0.72%+1,75913F-HRTimeline
Golden Reserve Retirement LLC34,335$1.02M0.19%+19,83613F-HRTimeline
Integrated Wealth Management33,805$1M1.13%13F-HRTimeline
Networth Advisors, LLC32,939$979K0.72%13F-HRTimeline
Csenge Advisory Group28,809$856K0.04%+1,10613F-HRTimeline
Aegis Wealth Management, Inc.24,894$740K0.58%13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC24,323$723K0.28%-3,97213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,024$684K<0.01%-80913F-HRTimelineGroup
Grantvest Financial Group LLC21,599$642K0.41%-91913F-HRTimeline
LifeWealth Investments, LLC21,306$633K0.2%-76013F-HRTimeline
NBZ Investment Advisors LLC20,457$608K0.27%013F-HRTimeline
Quest 10 Wealth Builders, Inc.19,470$578K0.52%+3413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,077$567K<0.01%-20913F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC19,035$566K0.18%-14,81513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,070$537K<0.01%013F-HRTimelineGroup
Transcendent Capital Group LLC17,548$521K0.24%-27,85313F-HRTimeline
Cetera Investment Advisers16,144$480K<0.01%+46713F-HRTimeline
OLD MISSION CAPITAL LLC14,851$441K0.02%new13F-HRTimeline
Arax Advisory Partners14,774$439K0.01%new13F-HRTimeline
Range Financial Group LLC13,713$407K0.14%+32013F-HRTimeline
Atria Investments, Inc12,999$386K<0.01%013F-HRTimeline
Blackston Financial Advisory Group, LLC12,812$381K0.23%+1,36713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,315$366K<0.01%+1,32013F-HRTimelineGroup
Centennial Advisors, LLC10,595$315K0.41%13F-HRTimeline
Great Lakes Retirement, Inc.9,123$271K0.03%-55613F-HRTimeline
Southland Equity Partners LLC8,697$258K0.05%013F-HRTimeline
Kingdom Financial Group LLC.4,747$141K0.04%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.4,341$129K0.01%013F-HRTimeline
IFP Advisors, Inc4,191$125K<0.01%013F-HRTimeline
Key Capital Management, INC2,910$86.5K0.09%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$29.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.986$29.3K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.606$18K0.01%+14713F-HRTimeline
Geneos Wealth Management Inc.59$1.75K<0.01%-3813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$386<0.01%new13F-HRTimelineGroup