Alianzim US Eq BFR20 Oct-UsdOCTWETF
13F holders, Q2 2025 (June 30)87holders −2
5new positions
8sold out
$37.00avg. 13F price*
At the end of Q2 2025, 87 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings, down 2 from Q1 2025. 5 opened new positions and 8 sold out. The largest holders were AE Wealth Management LLC ($62.0M), Commonwealth Equity Services, LLC ($46.4M) and Gradient Investments LLC ($38.2M).
- Company
- Alianzim US Eq BFR20 Oct-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q2 2025)
- CUSIP
- 00888H505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $787K |
| Exits | 8 | $2.7M |
All 13F filers, Q1 2025 → Q2 2025: 230,738 shares bought and 2,108,692 shares sold, net −1,877,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| AE Wealth Management LLC | 0.45% | Reduce -0.5% | 1,675,631 | $62.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.3% | 1,254,878 | $46.4M |
| Gradient Investments LLC | 0.70% | Reduce -59.1% | 1,031,815 | $38.2M |
| Centaurus Financial, Inc. | 0.89% | Reduce -6.0% | 412,352 | $15.3M |
| Raymond James Financial Inc. | 0.00% | Add +2.4% | 347,334 | $12.9M |
| Cetera Investment Advisers | 0.02% | Reduce -2.1% | 324,685 | $12.0M |
| Lloyd Advisory Services, LLC. | 5.11% | Reduce -4.4% | 285,949 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.5% | 270,887 | $10.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +7.9% | 258,912 | $9.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.9% | 173,536 | $6.4M |
| B.O.S.S. Retirement Advisors, LLC | 1.47% | Reduce -0.0% | 157,718 | $5.8M |
| Mid-American Wealth Advisory Group, Inc. | 2.57% | Add +10.3% | 146,222 | $5.4M |
| Wellment Financial | 6.38% | Reduce -0.5% | 134,231 | $5.0M |
| Blue Bell Private Wealth Management, LLC | 0.71% | Reduce -0.7% | 114,194 | $4.2M |
| Outlook Wealth Advisors, LLC | 1.07% | Reduce -1.1% | 112,161 | $4.2M |
| Howard Bailey Securities, LLC | 0.98% | Add +0.5% | 85,928 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -9.2% | 80,080 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +6.7% | 79,229 | $2.9M |
| Compass Advisory Group LLC | 0.81% | Reduce -0.7% | 69,363 | $2.6M |
| Tounjian Advisory Partners, LLC | 0.45% | Reduce -2.8% | 66,384 | $2.3M |
| Long Island Wealth Management, Inc. | 1.16% | Add +155.5% | 60,525 | $2.2M |
| GeoWealth Management, LLC | 0.09% | Add +21.5% | 59,270 | $2.2M |
| Brown Financial Advisors | 0.84% | Reduce -25.3% | 58,052 | $2.1M |
| Advus Financial Partners, LLC | 0.52% | Reduce -26.3% | 55,049 | $2.0M |
| PFG Advisors | 0.09% | Reduce -14.9% | 52,482 | $1.9M |
| Great Lakes Retirement, Inc. | 0.23% | Reduce -9.3% | 51,562 | $1.9M |
| LifeWealth Investments, LLC | 0.68% | Add +17.4% | 50,266 | $1.9M |
| LPL Financial LLC | 0.00% | Add +17.2% | 48,067 | $1.8M |
| Strategic Blueprint, LLC | 0.08% | Add +2.4% | 43,727 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.1% | 42,321 | $1.6M |
| Midwest Financial Network, LLC | 1.46% | Reduce -1.8% | 39,862 | $1.5M |
| Secured Retirement Advisors, LLC | 0.74% | Add +4.6% | 33,395 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.1% | 32,400 | $1.2M |
| Mattson Financial Services, LLC | 0.30% | Reduce -35.8% | 30,499 | $1.1M |
| SMART Wealth LLC | 0.34% | Add +2.9% | 29,345 | $1.1M |
| Paladin Wealth, LLC | 0.77% | Reduce -33.8% | 26,708 | $988K |
| Harbour Investments, Inc. | 0.02% | Reduce -10.8% | 26,165 | $968K |
| FSA Advisors, Inc. | 0.75% | Add +20.5% | 25,030 | $926K |
| WealthPlan Investment Management, LLC | 0.06% | Add +88.7% | 23,098 | $855K |
| Jane Street Group, LLC | 0.00% | Reduce -91.9% | 23,024 | $852K |
| Signal Advisors Wealth, LLC | 0.07% | Add +231.3% | 22,825 | $845K |
| Kingdom Financial Group LLC. | 0.61% | Add +117.0% | 19,017 | $704K |
| Spire Wealth Management | 0.02% | No change | 18,353 | $679K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -3.1% | 17,244 | $638K |
| Blackston Financial Advisory Group, LLC | 0.39% | Add +45.9% | 16,847 | $624K |
| Diversify Advisory Services, LLC | 0.02% | No change | 15,300 | $578K |
| Certified Advisory Corp | 0.06% | Reduce -2.0% | 15,089 | $558K |
| Csenge Advisory Group | 0.03% | Reduce -1.9% | 15,442 | $557K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.1% | 14,285 | $529K |
| Focus Financial Network, Inc. | 0.02% | Add +13.9% | 13,535 | $501K |
| Castle Rock Wealth Management, LLC | 0.10% | No change | 11,978 | $448K |
| UBS Group AG | 0.00% | Add +336.8% | 11,675 | $432K |
| DHJJ Financial Advisors, Ltd. | 0.15% | Reduce -3.4% | 11,585 | $429K |
| Independent Financial Group, LLC | 0.01% | Add +22.9% | 10,716 | $397K |
| HB Wealth Management, LLC | 0.00% | No change | 9,908 | $367K |
| Merit Financial Group, LLC | 0.00% | New | 9,294 | $344K |
| Park Square Financial Group, LLC | 0.23% | Add +196.4% | 8,523 | $315K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -57.9% | 8,291 | $307K |
| Quest 10 Wealth Builders, Inc. | 0.30% | Add +36.4% | 8,251 | $305K |
| Jim Saulnier & Associates, LLC | 0.21% | No change | 8,140 | $301K |
| Grantvest Financial Group LLC | 0.22% | Reduce -4.7% | 8,092 | $299K |
| Diligent Investors, LLC | 0.07% | Reduce -11.2% | 7,910 | $293K |
| Panoramic Investment Advisors, LLC | 0.17% | No change | 7,500 | $278K |
| Clear Point Advisors Inc. | 0.23% | No change | 7,306 | $270K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -18.1% | 7,290 | $270K |
| IFP Advisors, Inc | 0.01% | Add +32.5% | 6,744 | $250K |
| Private Advisor Group, LLC | 0.00% | No change | 6,600 | $244K |
| Belpointe Asset Management LLC | 0.01% | No change | 6,490 | $240K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,369 | $236K |
| Brookstone Capital Management | 0.00% | New | 6,065 | $224K |
| RIA Advisory Group LLC | 0.06% | New | 5,500 | $204K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $185K |
| Global Retirement Partners, LLC | 0.00% | — | 3,251 | $120K |
| Transce3nd, LLC | 0.05% | Reduce -1.6% | 3,093 | $114K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,070 | $114K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,144 | $79K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,500 | $56K |
| MAI Capital Management | 0.00% | No change | 939 | $35K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.8% | 929 | $34K |
| Creative Financial Designs Inc. | 0.00% | Add +5.8% | 892 | $33K |
| Decker Retirement Planning Inc. | 0.02% | Add +119.7% | 837 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 655 | $24K |
| Allworth Financial LP | 0.00% | New | 306 | $11K |
| Barclays PLC | 0.00% | Reduce -16.0% | 168 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 153 | $6K |
| JPMorgan Chase & Co. | 0.00% | New | 99 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -93.1% | 54 | $2K |
"% 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.