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Disclosery

JULW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

61 managers (62 13F filers) reported a position in JULW shares at 2024-12-31, 3,919,558 shares in all. 5 filers opened a position and 16 filers sold out during the quarter.

Managers
61
13F filers
62
New
5
Added
9
Reduced
29
Sold out
16
Shares held by filers
3,919,558

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC1,463,214$51.3M0.08%-8,35513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.474,130$16.6M0.04%-49,60213F-HR/ATimelineGroup
Cetera Investment Advisers233,103$8.17M0.02%+27,01013F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.161,058$5.65M5.74%-25013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC154,683$5.42M0.03%+2,18713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.135,978$4.77M0.29%-2,97613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding123,283$4.32M-4,940Timeline
Strategic Blueprint, LLC102,276$3.59M0.21%-137,43713F-HRTimeline
Atria Wealth Solutions, Inc.96,529$3.38M0.04%-2,36613F-HRTimeline
Kaye Capital Management92,752$3.25M1.47%+26813F-HRTimeline
Cambridge Investment Research Advisors,…76,466$2.68M0.01%-41,88513F-HRTimeline
LPL Financial LLC66,080$2.32M<0.01%+14,07013F-HRTimeline
Elevated Capital Advisors, LLC61,973$2.17M0.59%+18,17113F-HRTimeline
WEALTHGARDEN F.S. LLC51,837$1.82M1.7%-2,14413F-HRTimeline
Long Island Wealth Management, Inc.46,934$1.65M1.03%-5,10013F-HRTimeline
Compass Advisory Group LLC46,591$1.63M0.58%-6,67013F-HRTimeline
Midwest Financial Network, LLC41,802$1.47M1.52%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …41,501$1.45M0.08%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,525$1.18M<0.01%13F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC33,436$1.17M0.04%-88513F-HRTimeline
Castle Rock Wealth Management, LLC25,412$910K0.22%-15913F-HRTimeline
Focus Financial Network, Inc.25,601$898K0.04%-47813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,467$893K0.07%-1,56713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,626$864K<0.01%+16,15713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,052$738K0.02%+3613F-HRTimeline
Clear Point Advisors Inc.18,521$649K0.56%013F-HRTimeline
Grantvest Financial Group LLC18,476$648K0.72%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,619$618K0.02%+313F-HRTimelineGroup
Wealth Group, Ltd.17,493$613K0.4%-1,89113F-HRTimeline
IFP Advisors, Inc16,074$564K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,605$547K<0.01%new13F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.13,813$484K0.22%-3,83013F-HRTimeline
RFG Advisory, LLC12,429$436K0.01%013F-HRTimeline
Riggs Capital Management LLC11,249$394K0.39%13F-HRTimeline
PFG Advisors10,987$385K0.02%013F-HRTimeline
HB Wealth Management, LLC9,357$328K<0.01%013F-HRTimeline
GeoWealth Management, LLC9,101$319K0.01%-14,45213F-HRTimeline
HBW ADVISORY SERVICES LLC8,711$305K0.03%-4,48413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,654$303K<0.01%013F-HRTimelineGroup
Accurate Wealth Management, LLC8,390$293K0.06%013F-HRTimeline
Farther Finance Advisors, LLC8,258$290K0.01%-5,44013F-HRTimeline
DHJJ Financial Advisors, Ltd.7,635$268K0.1%-24013F-HRTimeline
AE Wealth Management LLC7,522$264K<0.01%-1,327,77113F-HRTimeline
First Heartland Consultants, Inc.6,398$224K0.02%-14213F-HRTimeline
Koshinski Asset Management, Inc.6,060$212K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,834$205K<0.01%-11213F-HRTimeline
Moors & Cabot, Inc.5,750$202K0.01%-5,00013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$175K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc3,453$121K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,630$92.2K0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,500$52.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,167$40.9K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,000$35.1K<0.01%-35013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…680$23.8K<0.01%013F-HRTimeline
Pineridge Advisors LLC414$14.5K0.01%-80013F-HRTimeline
Coppell Advisory Solutions LLC142$4.99K<0.01%-113F-HRTimeline
UBS Group AGin group UBS Group AG114$4K<0.01%-3,05513F-HRTimelineGroup
New Millennium Group LLC88$3.09K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75$2.63K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50$1.75K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.