Alianzim US Eq BFR20 Oct-UsdOCTWETF
13F holders, Q1 2025 (March 31)89holders −1
7new positions
7sold out
1famous investor
$35.12avg. 13F price*
At the end of Q1 2025, 89 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings, down 1 from Q4 2024. 7 opened new positions and 7 sold out. The largest holders were Gradient Investments LLC ($88.6M), AE Wealth Management LLC ($59.1M) and Commonwealth Equity Services, LLC ($43.1M). 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 (Q1 2025)
- CUSIP
- 00888H505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.4M |
| Exits | 7 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 880,338 shares bought and 573,387 shares sold, net +306,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Gradient Investments LLC | 1.79% | Reduce -8.3% | 2,521,655 | $88.6M |
| AE Wealth Management LLC | 0.50% | Add +1.3% | 1,683,618 | $59.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.4% | 1,226,253 | $43.1M |
| Centaurus Financial, Inc. | 0.93% | Add +128.4% | 438,748 | $15.4M |
| Raymond James Financial Inc. | 0.00% | Add +7.7% | 339,046 | $11.9M |
| Cetera Investment Advisers | 0.02% | Reduce -1.1% | 331,779 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 302,737 | $10.6M |
| Lloyd Advisory Services, LLC. | 5.28% | Reduce -3.0% | 299,217 | $10.5M |
| Jane Street Group, LLC | 0.02% | Add +1390.8% | 285,034 | $10.0M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -10.0% | 239,918 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Add +14.4% | 234,182 | $8.2M |
| B.O.S.S. Retirement Advisors, LLC | 1.61% | Add +0.5% | 157,726 | $5.5M |
| Wellment Financial | 6.25% | Add +2.9% | 134,945 | $4.7M |
| Mid-American Wealth Advisory Group, Inc. | 2.50% | New | 132,550 | $4.7M |
| Blue Bell Private Wealth Management, LLC | 0.77% | Reduce -1.2% | 115,007 | $4.0M |
| Outlook Wealth Advisors, LLC | 1.11% | Reduce -2.0% | 113,451 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -32.5% | 88,213 | $3.1M |
| Howard Bailey Securities, LLC | 1.00% | Add +10.7% | 85,509 | $3.0M |
| Brown Financial Advisors | 1.13% | Reduce -19.4% | 77,685 | $2.7M |
| Advus Financial Partners, LLC | 0.74% | Add +0.5% | 74,734 | $2.6M |
| MML Investors Services, LLC | 0.01% | No change | 74,240 | $2.6M |
| Compass Advisory Group LLC | 0.85% | Reduce -2.0% | 69,833 | $2.5M |
| Tounjian Advisory Partners, LLC | 0.45% | — | 68,316 | $2.4M |
| PFG Advisors | 0.12% | Reduce -1.9% | 61,652 | $2.2M |
| Great Lakes Retirement, Inc. | 0.26% | Reduce -5.2% | 56,841 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +62.5% | 52,313 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Add +35.2% | 48,786 | $1.7M |
| Mattson Financial Services, LLC | 0.50% | New | 47,480 | $1.7M |
| LifeWealth Investments, LLC | 0.72% | Add +81.3% | 42,802 | $1.5M |
| Strategic Blueprint, LLC | 0.08% | Reduce -10.6% | 42,689 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -12.0% | 41,021 | $1.4M |
| Midwest Financial Network, LLC | 1.42% | Reduce -1.7% | 40,587 | $1.4M |
| Paladin Wealth, LLC | 1.27% | Reduce -32.4% | 40,331 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.0% | 32,357 | $1.1M |
| Secured Retirement Advisors, LLC | 0.72% | Add +9.7% | 31,914 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -33.2% | 29,328 | $1.0M |
| SMART Wealth LLC | 0.36% | Reduce -6.2% | 28,525 | $1.0M |
| Long Island Wealth Management, Inc. | 0.51% | No change | 23,686 | $832K |
| FSA Advisors, Inc. | 0.58% | Add +25.9% | 20,773 | $730K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -0.9% | 19,680 | $691K |
| Spire Wealth Management | 0.02% | Reduce -17.7% | 18,353 | $645K |
| Red Crane Wealth Management, LLC | 0.60% | Reduce -7.7% | 17,825 | $626K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -27.8% | 17,802 | $625K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -46.2% | 17,432 | $612K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.5% | 17,385 | $611K |
| Certified Advisory Corp | 0.06% | Reduce -6.5% | 15,403 | $541K |
| Lord & Richards Wealth Management, LLC | 0.61% | Reduce -18.5% | 15,353 | $539K |
| Csenge Advisory Group | 0.03% | Add +7.3% | 15,735 | $538K |
| Diversify Advisory Services, LLC | 0.03% | No change | 15,300 | $536K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -22.7% | 12,238 | $430K |
| DHJJ Financial Advisors, Ltd. | 0.17% | Reduce -7.0% | 11,990 | $421K |
| Castle Rock Wealth Management, LLC | 0.11% | No change | 11,978 | $421K |
| Focus Financial Network, Inc. | 0.02% | Add +8.9% | 11,879 | $417K |
| Blackston Financial Advisory Group, LLC | 0.28% | New | 11,547 | $406K |
| Citadel Advisors | 0.00% | New | 11,344 | $398K |
| HB Wealth Management, LLC | 0.00% | No change | 9,908 | $348K |
| Diligent Investors, LLC | 0.08% | No change | 8,910 | $313K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -27.2% | 8,900 | $313K |
| Kingdom Financial Group LLC. | 0.23% | Reduce -4.8% | 8,763 | $308K |
| Independent Financial Group, LLC | 0.01% | Reduce -17.2% | 8,716 | $306K |
| Grantvest Financial Group LLC | 0.24% | Reduce -1.7% | 8,491 | $298K |
| Copley Financial Group, Inc. | 0.22% | Reduce -11.8% | 8,172 | $287K |
| Jim Saulnier & Associates, LLC | 0.22% | No change | 8,140 | $286K |
| Panoramic Investment Advisors, LLC | 0.18% | No change | 7,500 | $263K |
| Clear Point Advisors Inc. | 0.23% | No change | 7,306 | $257K |
| Wealth Group, Ltd. | 0.16% | Reduce -12.0% | 6,911 | $243K |
| Signal Advisors Wealth, LLC | 0.02% | New | 6,889 | $242K |
| Private Advisor Group, LLC | 0.00% | No change | 6,600 | $232K |
| Belpointe Asset Management LLC | 0.01% | Reduce -23.2% | 6,490 | $228K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,369 | $224K |
| Quest 10 Wealth Builders, Inc. | 0.23% | Add +116.4% | 6,050 | $212K |
| IFP Advisors, Inc | 0.01% | No change | 5,091 | $179K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $173K |
| Transce3nd, LLC | 0.05% | Reduce -0.8% | 3,143 | $110K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,070 | $108K |
| Park Square Financial Group, LLC | 0.08% | Add +203.9% | 2,875 | $101K |
| UBS Group AG | 0.00% | Add +1635.7% | 2,673 | $94K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,144 | $75K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,500 | $53K |
| Capital A Wealth Management, LLC | 0.04% | Reduce -67.8% | 1,019 | $36K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.4% | 966 | $34K |
| MAI Capital Management | 0.00% | No change | 939 | $33K |
| Creative Financial Designs Inc. | 0.00% | Reduce -3.5% | 843 | $30K |
| Pineridge Advisors LLC | 0.01% | Add +0.8% | 780 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 655 | $23K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -1.0% | 381 | $13K |
| Barclays PLC | 0.00% | New | 200 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 153 | $5K |
| Cornerstone Planning Group LLC | 0.00% | New | 21 | $725 |
"% 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.