Allianzim US BF15 Uncap OctOCTUETF

13F holders, Q2 2025 (June 30)
37holders +16
18new positions
2sold out
1famous investor
$26.27avg. 13F price*

At the end of Q2 2025, 37 institutions reported holding Allianzim US BF15 Uncap Oct (OCTU) in their 13F filings, up 16 from Q1 2025. 18 opened new positions and 2 sold out. The largest holders were AE Wealth Management LLC ($8.4M), Authentikos Wealth Advisory, LLC ($7.4M) and RFG Advisory, LLC ($5.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Allianzim US BF15 Uncap Oct
Filed as
AIM ETF PRODUCTS TRUST (Q2 2025)
CUSIP
00888H547
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q4 2024: 15Q4 2024Q1 2025: 21Q1 2025Q2 2025: 37Q2 2025Q3 2025: 27Q3 2025Q4 2025: 39Q4 2025Q1 2026: 41Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions18$12.5M
Exits2$573K

All 13F filers, Q1 2025 → Q2 2025: 1,035,441 shares bought and 74,662 shares sold, net +960,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

AE Wealth Management LLC 0.06% Add +286681.3% 321,195 $8.4M
Authentikos Wealth Advisory, LLC 5.12% New 280,129 $7.4M
RFG Advisory, LLC 0.12% Add +50.4% 199,776 $5.2M
Commonwealth Equity Services, LLC 0.01% Reduce -10.3% 178,954 $4.7M
Allianz Investment Management U.S. LLC 0.17% Reduce -11.7% 151,146 $4.0M
OneDigital Investment Advisors LLC 0.04% Add +19.1% 134,174 $3.5M
Stephens Inc. 0.04% Add +2.5% 120,898 $3.2M
USA Financial Formulas 0.47% Add +216110.2% 105,943 $2.8M
Lloyd Advisory Services, LLC. 0.72% New 57,044 $1.5M
Savant Capital, LLC 0.01% Add +331.5% 43,725 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.22% New 33,598 $883K
Cypress Wealth Services, LLC 0.14% No change 30,421 $799K
Susquehanna International Group, LLP 0.00% Add +18.4% 26,472 $695K
Centaurus Financial, Inc. 0.03% Reduce -34.3% 19,002 $499K
Cetera Investment Advisers 0.00% Add +15.8% 18,354 $482K
Howard Bailey Securities, LLC 0.15% New 18,188 $478K
Arax Advisory Partners 0.02% Add +0.9% 13,576 $357K
SMART Wealth LLC 0.11% New 13,104 $344K
Wellment Financial 0.42% New 12,441 $327K
Citadel Advisors 0.00% Reduce -5.9% 11,303 $297K
Kestra Private Wealth Services, LLC 0.00% New 11,281 $296K
Great Lakes Retirement, Inc. 0.03% New 11,028 $290K
LifeWealth Investments, LLC 0.10% New 10,736 $282K
BCGM Wealth Management, LLC 0.07% No change 9,240 $243K
FWG Investments, LLC. 0.18% New 8,859 $233K
Patriot Financial Group Insurance Agency, LLC 0.02% New 7,888 $207K
Grantvest Financial Group LLC 0.15% New 7,803 $205K
JPMorgan Chase & Co. 0.00% No change 6,429 $169K
Barclays PLC 0.00% Reduce -0.0% 5,659 $149K
Harbour Investments, Inc. 0.00% No change 5,146 $135K
Quest 10 Wealth Builders, Inc. 0.09% New 3,404 $89K
Transce3nd, LLC 0.01% New 651 $17K
Park Square Financial Group, LLC 0.01% New 412 $11K
Decker Retirement Planning Inc. 0.00% New 116 $3K
Richard W. Paul & Associates, LLC 0.00% New 32 $841
Pineridge Advisors LLC 0.00% New 11 $289
UBS Group AG 0.00% Reduce -98.5% 3 $79

"% of holder's portfolio" is OCTU's weight in each manager's 13F, not the share of Allianzim US BF15 Uncap Oct the manager owns.