Allianz Investment Management U.S. LLC JULU — AIM ETF PRODUCTS TRUST

Ownership history in Allianz Investment Management U.S. LLC  ·  5 quarters on record

AI Ownership Summary

Allianz Investment Management U.S. LLC reported AIM ETF PRODUCTS TRUST (JULU) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.37% in 2024 Q4. The latest visible filing shows JULU at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JULU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allianz Investment Management U.S. LLC's position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JULU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allianz Investment Management U.S. LLC held JULU — position size vs. price
% of Fund (quarterly)    JULU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 94.7% +2.0% ❌ 5,000 -89,541 -94.7% 0.01% $146K 2025-11-14 (Est.) $29.37
2025 Q2 REDUCED 35.7% +5.8% ❌ 94,541 -52,500 -35.7% 0.11% $2.6M 2025-08-12 $28.27
2025 Q1 REDUCED 26.3% +8.0% ❌ 147,041 -52,500 -26.3% 0.20% $3.7M 2025-05-08 $25.61
2024 Q4 UNCHANGED — — — 199,541 — 0% 0.37% $5.3M 2025-02-12 $27.09
2024 Q3 INITIATED — — — 199,541 — — 0.35% $5.2M 2024-11-12 $26.94

🏢 Other funds also holding JULU

As of 2026 Q3 — sorted by position size

Southland Equity Partners LLC 0.05% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Allianz Investment Management U.S. LLC and JULU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allianz Investment Management U.S. LLC reported owning JULU?

Allianz Investment Management U.S. LLC reported JULU across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported JULU position in Allianz Investment Management U.S. LLC's portfolio?

The largest reported portfolio weight for JULU was 0.37% in 2024 Q4.

What is the latest reported JULU position on this page?

The most recent filing on this page is 2025 Q3, when Allianz Investment Management U.S. LLC reported 5,000 shares, equal to 0.01% of portfolio, with an estimated market value of $146K.

What does the chart on this JULU ownership page compare?

The chart compares Allianz Investment Management U.S. LLC's quarterly JULU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Allianz Investment Management U.S. LLC time their JULU position?

Based on 13F filing dates vs. subsequent JULU price moves, Allianz Investment Management U.S. LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on JULU relative to SPY over the holding period was -4.3%.

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