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Disclosery

JULW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

74 managers (75 13F filers) reported a position in JULW shares at 2025-12-31, 5,598,905 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
74
13F filers
75
New
8
Added
12
Reduced
29
Sold out
9
Shares held by filers
5,598,905

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,309,856$51.2M0.07%-120,36413F-HRTimeline
AE Wealth Management LLC826,198$32.3M0.19%-12,73713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.344,879$13.5M0.02%-24,20413F-HRTimelineGroup
Lloyd Advisory Services, LLC.295,093$11.5M4.48%+23,48413F-HRTimeline
LPL Financial LLC254,632$9.96M<0.01%+60,69313F-HRTimeline
Cetera Investment Advisers229,887$8.99M0.01%-119,72713F-HRTimeline
CENTAURUS FINANCIAL, INC.201,159$7.87M0.36%-1,50213F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.152,761$5.98M5.07%-1,74213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC127,334$4.98M0.02%+7,21413F-HRTimelineGroup
Long Island Wealth Management, Inc.122,681$4.8M2.27%+82313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,625$4.01M<0.01%+61,90813F-HRTimelineGroup
Allianz SEgroup of 2 filers holding100,296$3.92MnewTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,106$3.41M<0.01%-112,77113F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC86,852$3.4M1.07%-53,43413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC81,093$3.17M1.25%-8,37413F-HRTimeline
RFG Advisory, LLC79,665$3.12M0.06%+67,40113F-HRTimeline
Cambridge Investment Research Advisors,…75,436$2.95M0.01%-94313F-HRTimeline
BIP Wealth, LLC67,719$2.65M0.09%new13F-HRTimeline
Advyzon Investment Management, LLC63,403$2.48M0.29%+56,57213F-HRTimeline
Great Lakes Retirement, Inc.57,516$2.25M0.23%-2,80613F-HRTimeline
Guardian Capital, LLC53,938$2.11M1.89%13F-HRTimeline
Elevated Capital Advisors, LLC52,685$2.06M0.48%-2,63813F-HRTimeline
Compass Advisory Group LLC45,781$1.79M0.48%013F-HRTimeline
LifeWealth Investments, LLC39,689$1.55M0.49%-3,36513F-HRTimeline
HARBOUR INVESTMENTS, INC.38,892$1.52M0.03%-11,11013F-HRTimeline
WEALTHGARDEN F.S. LLC35,801$1.41M0.93%-24813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,600$1.4M0.04%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,484$1.39M<0.01%+14,95513F-HRTimelineGroup
Integrated Wealth Management33,614$1.31M1.48%13F-HRTimeline
Aegis Wealth Management, Inc.33,073$1.29M1.02%13F-HRTimeline
Centennial Advisors, LLC30,610$1.2M1.56%13F-HRTimeline
Midwest Financial Network, LLC30,118$1.18M0.91%-11,79813F-HRTimeline
Forty-three Eighteen Advisors, LLC30,006$1.17M0.91%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,439$1.15M0.04%-1,91813F-HRTimelineGroup
IFP Advisors, Inc28,666$1.12M0.03%+2,59913F-HRTimeline
Focus Financial Network, Inc.27,260$1.07M0.04%-3,24913F-HRTimeline
Cypress Wealth Services, LLC26,852$1.05M0.15%013F-HRTimeline
Castle Rock Wealth Management, LLC24,619$966K0.21%013F-HRTimeline
OLD MISSION CAPITAL LLC22,287$872K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,379$797K0.02%+95713F-HRTimeline
SMART Wealth LLC19,710$771K0.24%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC18,095$708K0.26%-1,00013F-HRTimeline
Kingdom Financial Group LLC.17,801$696K0.22%+4,86913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,083$668K0.04%-19713F-HRTimeline
Clear Point Advisors Inc.16,441$643K0.5%-52813F-HRTimeline
GTS SECURITIES LLC16,393$641K0.02%new13F-HRTimeline
Grantvest Financial Group LLC15,908$622K0.4%-10013F-HRTimeline
PFG Advisors14,503$567K0.03%013F-HRTimeline
Elevation Wealth Management LLC10,160$397K0.38%13F-HRTimeline
Stirlingshire Investments, Inc.9,867$386K0.34%13F-HRTimeline
HB Wealth Management, LLC9,357$366K<0.01%013F-HRTimeline
Strategic Blueprint, LLC9,024$353K0.02%-70,13513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,654$339K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC8,258$323K<0.01%013F-HRTimeline
Merit Financial Group, LLC8,067$316K<0.01%-3,40013F-HRTimeline
Mason Investment Advisory Services, Inc.7,685$301K0.01%013F-HRTimeline
Csenge Advisory Group6,605$258K0.01%-35913F-HRTimeline
HRT FINANCIAL LP6,305$246K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC6,106$239K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.6,048$237K0.08%-14313F-HRTimeline
BCGM Wealth Management, LLC5,467$214K0.05%013F-HRTimeline
Quest 10 Wealth Builders, Inc.3,835$150K0.13%+10413F-HRTimeline
AdvisorNet Financial, Inc3,453$135K0.01%013F-HRTimeline
Networth Advisors, LLC3,323$130K0.1%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,960$116K<0.01%-10,23413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.2,630$103K0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,167$45.7K<0.01%013F-HRTimeline
GeoWealth Management, LLC1,093$42.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…648$25.4K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC632$24.7K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.392$15.3K<0.01%-22613F-HRTimeline
TRUST CO OF VERMONT164$6.42K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY73$2.86K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG14$548<0.01%-79913F-HRTimelineGroup