Alianzim US Eq BFR20 Oct-UsdOCTWETF

13F holders, Q2 2026 (June 30)
81holders −20
8new positions
29sold out
1famous investor
$40.90avg. 13F price*

At the end of Q2 2026, 81 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings, down 20 from Q1 2026. 8 opened new positions and 29 sold out. The largest holders were LPL Financial LLC ($90.5M), Commonwealth Equity Services, LLC ($46.6M) and Raymond James Financial Inc. ($20.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alianzim US Eq BFR20 Oct-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q2 2026)
CUSIP
00888H505
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 43Q1 2024Q2 2024: 45Q2 2024Q3 2024: 48Q3 2024Q4 2024: 90Q4 2024Q1 2025: 89Q1 2025Q2 2025: 87Q2 2025Q3 2025: 58Q3 2025Q4 2025: 97Q4 2025Q1 2026: 101Q1 2026Q2 2026: 81Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$2.9M
Exits29$60.8M

All 13F filers, Q1 2026 → Q2 2026: 464,656 shares bought and 4,288,739 shares sold, net −3,824,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

LPL Financial LLC 0.02% Reduce -2.5% 2,212,139 $90.5M
Commonwealth Equity Services, LLC 0.06% Reduce -1.2% 1,140,163 $46.6M
Raymond James Financial Inc. 0.01% Add +8.8% 508,418 $20.8M
Envestnet Asset Management Inc. 0.00% Add +27.8% 249,190 $10.2M
Kestra Advisory Services, LLC 0.03% Reduce -5.8% 230,127 $9.4M
Centaurus Financial, Inc. 0.35% Reduce -0.7% 216,813 $8.9M
Advyzon Investment Management, LLC 0.62% Add +58.1% 207,260 $8.5M
Osaic Holdings, Inc. 0.01% Reduce -3.8% 189,674 $7.8M
Cetera Investment Advisers 0.01% Reduce -6.3% 184,697 $7.6M
Allianz SE 0.07% Add +22.6% 167,279 $6.8M
Guardian Capital, LLC 4.57% Add +37.3% 136,626 $5.6M
Forty-three Eighteen Advisors, LLC 3.22% Reduce -0.3% 117,113 $4.8M
World Investment Advisors 0.06% Add +10.1% 88,691 $3.6M
MML Investors Services, LLC 0.01% Add +565.5% 87,868 $3.6M
Ausdal Financial Partners, Inc. 0.14% Add +85.0% 85,533 $3.5M
Blue Bell Private Wealth Management, LLC 0.43% Reduce -8.1% 84,833 $3.5M
Spire Wealth Management 0.09% Reduce -4.4% 75,586 $3.1M
Elevation Wealth Management LLC 2.11% Reduce -1.1% 68,745 $2.8M
Compass Advisory Group LLC 0.64% Reduce -2.2% 66,115 $2.7M
Elevated Capital Advisors, LLC 0.69% Reduce -49.4% 61,179 $2.5M
Long Island Wealth Management, Inc. 1.02% No change 60,525 $2.5M
PFG Advisors 0.11% Reduce -2.3% 51,697 $2.1M
Advus Financial Partners, LLC 0.48% Reduce -2.3% 51,223 $2.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.8% 45,558 $1.9M
Susquehanna International Group, LLP 0.00% Add +340.7% 39,556 $1.6M
Harbour Investments, Inc. 0.02% Reduce -18.8% 37,749 $1.5M
Secured Retirement Advisors, LLC 0.59% Add +3.2% 28,320 $1.2M
Summit Financial, LLC 0.01% New 25,940 $1.1M
AE Wealth Management LLC 0.00% Reduce -98.8% 25,537 $1.0M
BIP Wealth, LLC 0.03% Reduce -4.5% 22,310 $913K
Midwest Financial Network, LLC 0.61% Reduce -13.4% 21,705 $888K
Strategic Blueprint, LLC 0.04% No change 20,977 $858K
IFG Advisory, LLC 0.03% New 20,776 $850K
Castle Rock Wealth Management, LLC 0.16% No change 19,771 $809K
Diversify Advisory Services, LLC 0.01% New 17,912 $735K
Diversify Wealth Management, LLC 0.01% No change 17,912 $735K
Nations Financial Group Inc, /Ia/ 0.03% Add +5.4% 17,090 $699K
Westshore Wealth, LLC 0.18% No change 14,508 $594K
Focus Financial Network, Inc. 0.02% Add +0.3% 14,462 $592K
Certified Advisory Corp 0.05% Reduce -1.8% 14,003 $573K
Independent Financial Group, LLC 0.01% Reduce -2.2% 13,424 $549K
Old Mission Capital LLC 0.01% Add +0.5% 13,222 $541K
GTS Financial, LLC 0.34% No change 12,486 $462K
Stirlingshire Investments, Inc. 0.31% Reduce -3.6% 10,198 $417K
Taylor Securities Services, Inc. 0.17% Reduce -3.8% 10,150 $415K
IFP Advisors, Inc 0.01% Reduce -0.5% 9,948 $407K
FreeGulliver LLC 0.14% No change 9,938 $407K
HB Wealth Management, LLC 0.00% No change 9,908 $405K
BCGM Wealth Management, LLC 0.08% No change 9,715 $397K
DHJJ Financial Advisors, Ltd. 0.11% Reduce -0.3% 9,560 $391K
First Heartland Consultants, Inc. 0.03% No change 9,470 $387K
Csenge Advisory Group 0.01% Reduce -83.1% 8,631 $353K
Jim Saulnier & Associates, LLC 0.13% No change 8,140 $333K
Merit Financial Group, LLC 0.00% Reduce -2.6% 7,883 $322K
Panoramic Investment Advisors, LLC 0.15% No change 7,500 $307K
CreativeOne Wealth, LLC 0.01% Add +0.4% 6,773 $277K
Grantvest Financial Group LLC 0.16% Reduce -4.2% 6,667 $273K
Avidian Wealth Enterprises, LLC 0.01% No change 6,635 $271K
BridgePort Financial Solutions, LLC 0.07% No change 6,605 $270K
Private Advisor Group, LLC 0.00% No change 6,600 $270K
Belpointe Asset Management LLC 0.01% No change 6,490 $266K
RIA Advisory Group LLC 0.05% No change 5,500 $225K
Main Street Financial Solutions, LLC 0.01% No change 5,497 $225K
Gaddis Premier Wealth Advisors LLC 0.14% Reduce -4.0% 5,472 $224K
Moors & Cabot, Inc. 0.01% Reduce -4.5% 5,330 $218K
RFG Advisory, LLC 0.00% Reduce -5.2% 5,262 $215K
Rothschild Wealth LLC 0.02% Reduce -13.5% 4,993 $204K
Citadel Advisors 0.00% New 4,892 $200K
Creative Financial Designs Inc. 0.01% Add +1.1% 3,367 $138K
Global Retirement Partners, LLC 0.00% — 3,119 $128K
AdvisorNet Financial, Inc 0.01% No change 3,070 $126K
Compass Financial Management LLC 0.01% — 2,515 $104K
Farther Finance Advisors, LLC 0.00% No change 2,144 $88K
Lloyd Advisory Services, LLC. 0.02% Reduce -93.9% 1,430 $59K
POM Investment Strategies, LLC 0.06% Reduce -99.4% 1,207 $49K
Tounjian Advisory Partners, LLC 0.02% New 1,007 $41K
Northwestern Mutual Wealth Management Co. 0.00% New 157 $6K
Archer Investment Corp 0.00% New 140 $6K
Networth Advisors, LLC 0.00% Reduce -99.8% 134 $5K
JPMorgan Chase & Co. 0.00% No change 99 $4K
Assetmark, Inc. 0.00% No change 67 $3K

"% of holder's portfolio" is OCTW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Oct-Usd the manager owns.