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Disclosery

JULU AIM ETF PRODUCTS TRUST

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ALLIANZIM EQ BUF (fund)

54 managers (54 13F filers) reported a position in JULU shares at 2026-03-31, 4,005,398 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
54
13F filers
54
New
8
Added
15
Reduced
21
Sold out
4
Shares held by filers
4,005,398

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AE Wealth Management LLC1,505,367$43M0.23%+12,25313F-HRTimeline
Allianz SEin group Allianz SE397,822$11.4M0.13%+392,82213F-HRTimelineGroup
Sanctuary Advisors, LLC263,333$7.52M0.04%-112,44913F-HRTimeline
Authentikos Wealth Advisory, LLC246,061$7.03M4.74%-8,36513F-HRTimeline
RFG Advisory, LLC194,431$5.55M0.1%+2,75113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC169,901$4.85M0.01%-1,11813F-HRTimeline
Wellment Financial135,571$3.87M4.79%-1,00613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…115,318$3.29M0.04%-45013F-HRTimelineGroup
POM Investment Strategies, LLC103,778$2.96M3.68%new13F-HRTimeline
SMART Wealth LLC75,360$2.15M0.63%-3,95113F-HRTimeline
USA FINANCIAL FORMULAS65,966$1.88M0.36%-3,93113F-HRTimeline
FWG Investments, LLC.59,081$1.69M1.07%+90513F-HRTimeline
Outlook Wealth Advisors, LLC58,460$1.67M0.4%-58,09613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,311$1.61M<0.01%-1,22213F-HRTimelineGroup
Golden Reserve Retirement LLC42,098$1.2M0.25%+7,76313F-HRTimeline
FSA Advisors, Inc.39,538$1.13M0.74%+4,62513F-HRTimeline
Integrated Wealth Management37,810$1.08M1.24%+4,00513F-HRTimeline
Networth Advisors, LLC32,953$941K0.66%+1413F-HRTimeline
Csenge Advisory Group30,004$857K0.04%+1,19513F-HRTimeline
Aegis Wealth Management, Inc.25,043$715K0.56%+14913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC23,929$683K0.28%-39413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,347$638K<0.01%-32,20213F-HRTimelineGroup
NBZ Investment Advisors LLC20,457$584K0.26%013F-HRTimeline
Elevated Capital Advisors, LLC20,036$572K0.14%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.19,826$566K0.5%+35613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,399$554K<0.01%+32213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,241$521K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,070$516K<0.01%013F-HRTimelineGroup
World Investment Advisors17,991$514K0.01%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC17,504$500K0.15%-1,53113F-HRTimeline
LifeWealth Investments, LLC15,703$448K0.13%-5,60313F-HRTimeline
Cetera Investment Advisers15,367$439K<0.01%-77713F-HRTimeline
Grantvest Financial Group LLC14,937$426K0.28%-6,66213F-HRTimeline
Arax Advisory Partners14,774$422K0.01%013F-HRTimeline
Transcendent Capital Group LLC14,674$419K0.19%-2,87413F-HRTimeline
Blackston Financial Advisory Group, LLC13,143$375K0.24%+33113F-HRTimeline
Range Financial Group LLC10,795$308K0.1%-2,91813F-HRTimeline
Centennial Advisors, LLC9,697$277K0.35%-89813F-HRTimeline
Southland Equity Partners LLC8,697$248K0.05%013F-HRTimeline
Great Lakes Retirement, Inc.8,432$241K0.02%-69113F-HRTimeline
CENTAURUS FINANCIAL, INC.4,341$124K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.4,248$121K0.03%-80,00613F-HRTimeline
Kingdom Financial Group LLC.4,248$121K0.03%-49913F-HRTimeline
IFP Advisors, Inc4,191$120K<0.01%013F-HRTimeline
Key Capital Management, INC4,078$116K0.08%+1,16813F-HRTimeline
Advisory Services Network, LLC2,838$81K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$28.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.986$28.1K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.701$20K0.01%+9513F-HRTimeline
Mosley Wealth Management219$6.41K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC198$5.65K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.59$1.68K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\53$1.51K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC13$371<0.01%013F-HRTimelineGroup