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Disclosery

JULW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

57 managers (57 13F filers) reported a position in JULW shares at 2025-03-31, 3,630,199 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
57
13F filers
57
New
6
Added
8
Reduced
23
Sold out
9
Shares held by filers
3,630,199

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
COMMONWEALTH EQUITY SERVICES, LLC1,404,941$48.4M0.07%-58,27313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.385,664$13.3M0.03%-88,46613F-HRTimelineGroup
Cetera Investment Advisers275,716$9.5M0.02%+42,61313F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.156,880$5.41M5.38%-4,17813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC152,292$5.25M0.03%-2,39113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.129,566$4.47M0.27%-6,41213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding106,224$3.66M-17,059Timeline
Strategic Blueprint, LLC90,311$3.11M0.17%-11,96513F-HRTimeline
Atria Wealth Solutions, Inc.77,251$2.66M0.03%-19,27813F-HRTimeline
Cambridge Investment Research Advisors,…71,976$2.48M0.01%-4,49013F-HRTimeline
Elevated Capital Advisors, LLC64,647$2.23M0.62%+2,67413F-HRTimeline
LPL Financial LLC64,600$2.23M<0.01%-1,48013F-HRTimeline
WEALTHGARDEN F.S. LLC51,837$1.79M1.72%013F-HRTimeline
Long Island Wealth Management, Inc.46,934$1.62M0.99%013F-HRTimeline
Compass Advisory Group LLC46,441$1.6M0.56%-15013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,343$1.42M<0.01%+16,71713F-HRTimelineGroup
Midwest Financial Network, LLC41,103$1.42M1.41%-69913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,501$1.29M0.08%-4,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,525$1.16M<0.01%013F-HRTimelineGroup
IFP Advisors, Inc26,067$898K0.03%+9,99313F-HRTimeline
Castle Rock Wealth Management, LLC25,412$876K0.24%013F-HRTimeline
Focus Financial Network, Inc.25,142$867K0.04%-45913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,422$842K0.03%-9,01413F-HRTimeline
HARBOUR INVESTMENTS, INC.21,726$749K0.02%+67413F-HRTimeline
Grantvest Financial Group LLC18,476$637K0.52%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,237$629K0.05%-7,23013F-HRTimeline
Wealth Group, Ltd.17,493$603K0.39%013F-HRTimeline
Clear Point Advisors Inc.17,194$593K0.53%-1,32713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,422$428K0.01%-5,19713F-HRTimelineGroup
RFG Advisory, LLC12,264$423K0.01%-16513F-HRTimeline
OLD MISSION CAPITAL LLC12,042$415K0.01%new13F-HRTimeline
GeoWealth Management, LLC11,992$413K0.02%+2,89113F-HRTimeline
PFG Advisors10,987$379K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,991$344K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,378$323K<0.01%+9,26413F-HRTimelineGroup
HB Wealth Management, LLC9,357$322K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,654$298K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC8,258$285K0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC8,177$282K0.04%-53413F-HRTimeline
Accurate Wealth Management, LLC8,176$275K0.05%-21413F-HRTimeline
DHJJ Financial Advisors, Ltd.7,093$244K0.1%-54213F-HRTimeline
First Heartland Consultants, Inc.6,365$219K0.02%-3313F-HRTimeline
AE Wealth Management LLC6,270$216K<0.01%-1,25213F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$169K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc3,453$119K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,630$90.6K0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,167$40.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,000$34.5K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.700$24K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…680$23.4K<0.01%013F-HRTimeline
Park Square Financial Group, LLC494$17K0.01%new13F-HRTimeline
Pineridge Advisors LLC414$14.3K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC155$5.34K<0.01%new13F-HR/ATimelineGroup
New Millennium Group LLC88$3.03K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50$1.72K<0.01%013F-HRTimelineGroup
Lord & Richards Wealth Management, LLC21$724<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.