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Disclosery

JULW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

58 managers (58 13F filers) reported a position in JULW shares at 2025-06-30, 3,811,105 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
58
13F filers
58
New
6
Added
15
Reduced
17
Sold out
6
Shares held by filers
3,811,105

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
COMMONWEALTH EQUITY SERVICES, LLC1,451,743$54M0.07%+46,80213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.321,264$11.9M0.02%-64,40013F-HR/ATimelineGroup
Cetera Investment Advisers292,957$10.9M0.02%+17,24113F-HRTimeline
CENTAURUS FINANCIAL, INC.246,993$9.18M0.54%+117,42713F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.155,968$5.8M5.35%-91213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC152,526$5.67M0.03%+23413F-HRTimelineGroup
Long Island Wealth Management, Inc.121,508$4.52M2.35%+74,57413F-HRTimeline
LPL Financial LLC90,519$3.36M<0.01%+25,91913F-HRTimeline
Strategic Blueprint, LLC82,839$3.08M0.15%-7,47213F-HRTimeline
Cambridge Investment Research Advisors,…69,912$2.6M0.01%-2,06413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,237$2.35M<0.01%-42,98713F-HRTimelineGroup
Elevated Capital Advisors, LLC64,647$2.23M0.62%013F-HRTimeline
Atria Wealth Solutions, Inc.57,863$2.15M0.05%-19,38813F-HRTimeline
WEALTHGARDEN F.S. LLC50,398$1.89M1.57%-1,43913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,930$1.86M<0.01%+8,58713F-HRTimelineGroup
Compass Advisory Group LLC46,441$1.73M0.55%013F-HRTimeline
Midwest Financial Network, LLC40,369$1.5M1.49%-73413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,501$1.42M0.05%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,076$1.42M<0.01%+4,55113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.29,343$1.09M0.03%+7,61713F-HRTimeline
Focus Financial Network, Inc.28,459$1.06M0.04%+3,31713F-HRTimeline
IFP Advisors, Inc26,067$969K0.03%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC25,641$953K0.02%new13F-HRTimelineGroup
Castle Rock Wealth Management, LLC24,919$934K0.22%-49313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,417$759K0.02%-4,00513F-HRTimeline
Grantvest Financial Group LLC18,437$685K0.51%-3913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,672$657K0.05%-56513F-HRTimeline
Clear Point Advisors Inc.17,194$639K0.54%013F-HRTimeline
Joseph P. Lucia & Associates, LLC16,795$624K0.26%new13F-HRTimeline
GeoWealth Management, LLC13,405$498K0.02%+1,41313F-HRTimeline
RFG Advisory, LLC12,264$456K0.01%013F-HRTimeline
Merit Financial Group, LLC11,467$426K<0.01%new13F-HRTimeline
PFG Advisors11,287$420K0.02%+30013F-HRTimeline
UBS Group AGin group UBS Group AG10,187$379K<0.01%+80913F-HRTimelineGroup
HB Wealth Management, LLC9,357$348K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,654$322K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC8,258$307K0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC8,177$304K0.04%013F-HRTimeline
Accurate Wealth Management, LLC7,976$297K0.05%-20013F-HRTimeline
AE Wealth Management LLC7,013$261K<0.01%+74313F-HRTimeline
DHJJ Financial Advisors, Ltd.6,496$241K0.09%-59713F-HRTimeline
First Heartland Consultants, Inc.5,882$219K0.02%-48313F-HRTimeline
BCGM Wealth Management, LLC5,467$203K0.06%new13F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$186K0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,767$177K0.01%-7,65513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,984$148K<0.01%+3,82913F-HR/ATimelineGroup
AdvisorNet Financial, Inc3,453$128K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,630$97.8K0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,500$55.8K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,167$43.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,000$37.2K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…680$25.3K<0.01%013F-HRTimeline
Park Square Financial Group, LLC494$18.4K0.01%013F-HRTimeline
Pineridge Advisors LLC414$15.4K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO366$13.6K<0.01%-9,62513F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.70$2.6K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC55$1.72K0.02%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.