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Disclosery

JULW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

70 managers (70 13F filers) reported a position in JULW shares at 2026-03-31, 5,457,893 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
70
13F filers
70
New
5
Added
14
Reduced
35
Sold out
9
Shares held by filers
5,457,893

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,271,928$49.4M0.07%-37,92813F-HRTimeline
AE Wealth Management LLC817,175$31.7M0.17%-9,02313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.258,027$10M0.01%-86,85213F-HRTimelineGroup
LPL Financial LLC253,272$9.83M<0.01%-1,36013F-HRTimeline
Cetera Investment Advisers228,448$8.87M0.01%-1,43913F-HRTimeline
CENTAURUS FINANCIAL, INC.189,377$7.35M0.35%-11,78213F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.150,999$5.86M5.09%-1,76213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC146,890$5.7M0.02%+19,55613F-HRTimelineGroup
Allianz SEin group Allianz SE137,398$5.33M0.06%+132,39813F-HRTimelineGroup
Advyzon Investment Management, LLC127,664$4.95M0.44%+64,26113F-HRTimeline
Long Island Wealth Management, Inc.122,547$4.76M2.21%-13413F-HRTimeline
World Investment Advisors116,771$4.53M0.07%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,252$3.81M<0.01%-4,37313F-HRTimelineGroup
Elevated Capital Advisors, LLC95,852$3.72M0.94%+43,16713F-HRTimeline
Guardian Capital, LLC95,103$3.69M3.53%+41,16513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC81,235$3.15M0.96%-5,61713F-HRTimeline
Cambridge Investment Research Advisors,…81,210$3.15M0.01%+5,77413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC77,440$3.01M1.24%-3,65313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC73,992$2.87M<0.01%-13,11413F-HRTimelineGroup
RFG Advisory, LLC70,976$2.75M0.05%-8,68913F-HRTimeline
BIP Wealth, LLC65,719$2.55M0.1%-2,00013F-HRTimeline
GTS FINANCIAL, LLC59,754$2.06M1.63%13F-HRTimeline
Great Lakes Retirement, Inc.51,710$2.01M0.21%-5,80613F-HRTimeline
Compass Advisory Group LLC45,781$1.78M0.48%013F-HRTimeline
Ausdal Financial Partners, Inc.44,597$1.73M0.08%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding35,101$1.41M-499Timeline
WEALTHGARDEN F.S. LLC35,801$1.39M0.95%013F-HRTimeline
Aegis Wealth Management, Inc.34,797$1.35M1.06%+1,72413F-HRTimeline
Integrated Wealth Management32,181$1.25M1.43%-1,43313F-HRTimeline
IFP Advisors, Inc31,503$1.22M0.03%+2,83713F-HRTimeline
LifeWealth Investments, LLC31,350$1.22M0.36%-8,33913F-HRTimeline
OLD MISSION CAPITAL LLC29,976$1.16M0.03%+7,68913F-HRTimeline
Centennial Advisors, LLC29,127$1.13M1.44%-1,48313F-HRTimeline
Forty-three Eighteen Advisors, LLC27,827$1.08M0.81%-2,17913F-HRTimeline
Focus Financial Network, Inc.27,231$1.06M0.04%-2913F-HRTimeline
Cypress Wealth Services, LLC26,852$1.04M0.15%013F-HRTimeline
HARBOUR INVESTMENTS, INC.26,339$1.02M0.02%-12,55313F-HRTimeline
Midwest Financial Network, LLC25,009$971K0.77%-5,10913F-HRTimeline
Castle Rock Wealth Management, LLC24,619$960K0.21%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,337$906K0.02%+2,95813F-HR/ATimeline
SMART Wealth LLC19,717$765K0.22%+713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,659$724K0.02%-10,78013F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC17,695$687K0.25%-40013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,580$643K0.03%-50313F-HRTimeline
Lloyd Advisory Services, LLC.16,371$635K0.18%-278,72213F-HRTimeline
Kingdom Financial Group LLC.16,371$635K0.18%-1,43013F-HRTimeline
Grantvest Financial Group LLC15,532$603K0.39%-37613F-HRTimeline
Clear Point Advisors Inc.15,416$598K0.47%-1,02513F-HRTimeline
PFG Advisors14,503$563K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,428$444K<0.01%-24,05613F-HRTimelineGroup
Stirlingshire Investments, Inc.10,509$408K0.36%+64213F-HRTimeline
Elevation Wealth Management LLC9,660$375K0.34%-50013F-HRTimeline
Merit Financial Group, LLC9,421$366K<0.01%+1,35413F-HRTimeline
HB Wealth Management, LLC9,357$363K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC8,258$322K<0.01%013F-HRTimeline
Strategic Blueprint, LLC7,874$306K0.02%-1,15013F-HRTimeline
Mason Investment Advisory Services, Inc.7,685$298K0.01%013F-HRTimeline
BCGM Wealth Management, LLC5,467$212K0.05%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4,458$173K0.06%-1,59013F-HRTimeline
Quest 10 Wealth Builders, Inc.3,711$144K0.13%-12413F-HRTimeline
AdvisorNet Financial, Inc3,453$134K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,181$123K<0.01%+2,54913F-HRTimelineGroup
Networth Advisors, LLC3,049$118K0.08%-27413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,630$102K0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,167$45.3K<0.01%013F-HRTimeline
GeoWealth Management, LLC1,093$42.4K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC862$33.5K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.392$15.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.154$6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY73$2.83K<0.01%013F-HRTimelineGroup