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Disclosery

JULW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

69 managers (69 13F filers) reported a position in JULW shares at 2025-09-30, 5,515,596 shares in all. 19 filers opened a position and 5 filers sold out during the quarter.

Managers
69
13F filers
69
New
19
Added
17
Reduced
22
Sold out
5
Shares held by filers
5,515,596

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,430,220$54.9M0.07%-21,52313F-HRTimeline
AE Wealth Management LLC838,935$32.2M0.21%+831,92213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.369,083$14.1M0.02%+47,81913F-HRTimelineGroup
Cetera Investment Advisers349,614$13.4M0.02%+56,65713F-HRTimeline
Lloyd Advisory Services, LLC.271,609$10.4M4.91%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.202,661$7.78M0.37%-44,33213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC199,877$7.68M<0.01%+136,64013F-HRTimelineGroup
LPL Financial LLC193,939$7.45M<0.01%+103,42013F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.154,503$5.93M5.33%-1,46513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC140,286$5.39M1.29%new13F-HRTimeline
Long Island Wealth Management, Inc.121,858$4.68M2.28%+35013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC120,120$4.61M0.02%-32,40613F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC89,467$3.44M0.98%new13F-HR/ATimeline
Strategic Blueprint, LLC79,159$3.04M0.13%-3,68013F-HRTimeline
Cambridge Investment Research Advisors,…76,379$2.93M0.01%+6,46713F-HRTimeline
Great Lakes Retirement, Inc.60,322$2.32M0.25%new13F-HRTimeline
Elevated Capital Advisors, LLC55,323$2.12M0.53%-9,32413F-HRTimeline
HARBOUR INVESTMENTS, INC.50,002$1.92M0.04%+20,65913F-HRTimeline
Compass Advisory Group LLC45,781$1.76M0.49%-66013F-HRTimeline
LifeWealth Investments, LLC43,054$1.65M0.54%new13F-HR/ATimeline
Midwest Financial Network, LLC41,916$1.61M1.31%+1,54713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,717$1.56M<0.01%+2,64113F-HRTimelineGroup
WEALTHGARDEN F.S. LLC36,049$1.39M0.99%-14,34913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,600$1.38M0.05%-1,90113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management31,357$1.2M0.04%+26,59013F-HRTimelineGroup
Focus Financial Network, Inc.30,509$1.17M0.04%+2,05013F-HRTimeline
Cypress Wealth Services, LLC26,852$1.03M0.17%new13F-HRTimeline
IFP Advisors, Inc26,067$1M0.03%013F-HR/ATimeline
Castle Rock Wealth Management, LLC24,619$945K0.21%-30013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC21,969$844K0.01%-3,67213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,529$788K<0.01%-29,40113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC19,422$746K0.02%-99513F-HRTimeline
Joseph P. Lucia & Associates, LLC19,095$733K0.28%+2,30013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,280$664K0.04%-39213F-HRTimeline
Clear Point Advisors Inc.16,969$652K0.51%-22513F-HRTimeline
Grantvest Financial Group LLC16,008$615K0.42%-2,42913F-HRTimeline
PFG Advisors14,503$557K0.02%+3,21613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,497$518K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,194$507K<0.01%+12,82813F-HR/ATimelineGroup
Kingdom Financial Group LLC.12,932$497K0.3%new13F-HRTimeline
RFG Advisory, LLC12,264$471K0.01%013F-HRTimeline
Merit Financial Group, LLC11,467$440K<0.01%013F-HR/ATimeline
HB Wealth Management, LLC9,357$359K<0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,349$359K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,654$332K<0.01%013F-HRTimelineGroup
Consolidated Portfolio Review Corp8,364$321K0.04%new13F-HRTimeline
First Heartland Consultants, Inc.8,301$319K0.03%+2,41913F-HRTimeline
Farther Finance Advisors, LLC8,258$317K<0.01%013F-HRTimeline
Accurate Wealth Management, LLC7,876$302K0.04%-10013F-HRTimeline
Mason Investment Advisory Services, Inc.7,685$295K0.01%new13F-HRTimeline
Csenge Advisory Group6,964$267K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC6,831$262K0.05%new13F-HRTimeline
Wellment Financial6,759$260K0.31%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.6,191$238K0.08%-30513F-HRTimeline
BCGM Wealth Management, LLC5,467$210K0.05%013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$192K0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.3,731$143K0.13%new13F-HRTimeline
AdvisorNet Financial, Inc3,453$133K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,630$101K0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,167$44.8K<0.01%013F-HRTimeline
GeoWealth Management, LLC1,093$42K<0.01%-12,31213F-HRTimeline
UBS Group AGin group UBS Group AG813$31.2K<0.01%-9,37413F-HRTimelineGroup
Steward Partners Investment Advisory, L…648$24.9K<0.01%-3213F-HRTimeline
Geneos Wealth Management Inc.618$23.7K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.528$20.3K0.01%new13F-HRTimeline
Pineridge Advisors LLC465$17.9K0.01%+5113F-HRTimeline
TRUST CO OF VERMONT164$6.3K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC150$5.76K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY73$2.8K<0.01%-92713F-HR/ATimelineGroup