Alianzim US Eq BFR20 Oct-UsdOCTWETF

13F holders, Q4 2025 (December 31)
97holders +39
33new positions
4sold out
$39.00avg. 13F price*

At the end of Q4 2025, 97 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings, up 39 from Q3 2025. 33 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($91.3M), AE Wealth Management LLC ($86.8M) and Commonwealth Equity Services, LLC ($45.5M).

Company
Alianzim US Eq BFR20 Oct-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions33$85.2M
Exits4$2.0M

All 13F filers, Q3 2025 → Q4 2025: 5,328,795 shares bought and 110,543 shares sold, net +5,218,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 97 holders

LPL Financial LLC 0.03% Add +28.9% 2,340,821 $91.3M
AE Wealth Management LLC 0.50% Add +27776.2% 2,225,638 $86.8M
Commonwealth Equity Services, LLC 0.06% Add +2.9% 1,165,773 $45.5M
Lloyd Advisory Services, LLC. 7.68% New 507,409 $19.8M
Raymond James Financial Inc. 0.01% Add +4.7% 438,820 $17.1M
Access Financial Services, Inc. 5.17% New 364,400 $14.2M
Osaic Holdings, Inc. 0.01% Add +55.5% 231,346 $9.0M
Kestra Advisory Services, LLC 0.04% Add +10.7% 230,751 $9.0M
Centaurus Financial, Inc. 0.39% Add +5.6% 219,973 $8.6M
Mid-American Wealth Advisory Group, Inc. 3.57% New 216,453 $8.4M
Outlook Wealth Advisors, LLC 1.90% New 214,983 $8.4M
Cetera Investment Advisers 0.01% Add +6.0% 196,666 $7.7M
Envestnet Asset Management Inc. 0.00% Add +4.7% 190,862 $7.4M
Wellment Financial 6.63% New 144,678 $5.6M
Howard Bailey Securities, LLC 1.92% New 124,715 $4.9M
Forty-three Eighteen Advisors, LLC 3.57% — 117,894 $4.6M
B.O.S.S. Retirement Advisors, LLC 1.42% New 115,510 $4.5M
Blue Bell Private Wealth Management, LLC 0.54% Reduce -4.8% 94,267 $3.7M
Allianz Investment Management LLC 2.30% — 94,238 $3.7M
Integrated Wealth Management 4.07% — 92,939 $3.6M
MML Investors Services, LLC 0.01% Add +2.0% 88,056 $3.4M
Spire Wealth Management 0.11% Add +356.7% 83,816 $3.3M
Elevation Wealth Management LLC 2.83% — 75,595 $2.9M
Compass Advisory Group LLC 0.71% Reduce -0.4% 67,748 $2.6M
Great Lakes Retirement, Inc. 0.27% New 66,757 $2.6M
Networth Advisors, LLC 1.84% — 63,765 $2.5M
Advyzon Investment Management, LLC 0.29% Add +828.8% 63,481 $2.5M
Long Island Wealth Management, Inc. 1.12% No change 60,525 $2.4M
LifeWealth Investments, LLC 0.74% New 60,254 $2.3M
PFG Advisors 0.10% Add +6.7% 54,195 $2.1M
Guardian Capital, LLC 1.89% — 54,001 $2.1M
Csenge Advisory Group 0.09% New 52,862 $2.1M
Advus Financial Partners, LLC 0.49% Reduce -2.5% 51,794 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +14.4% 48,977 $1.9M
Harbour Investments, Inc. 0.04% Add +211.9% 48,384 $1.9M
Centennial Advisors, LLC 2.41% — 47,640 $1.9M
SMART Wealth LLC 0.50% New 42,242 $1.6M
FSA Advisors, Inc. 1.08% New 39,976 $1.6M
Modern Wealth Management, LLC 0.02% New 34,801 $1.4M
Susquehanna International Group, LLP 0.00% Add +152.0% 30,928 $1.2M
Midwest Financial Network, LLC 0.91% Reduce -28.3% 30,180 $1.2M
Secured Retirement Advisors, LLC 0.59% Reduce -12.3% 27,072 $1.1M
Kingdom Financial Group LLC. 0.30% New 24,603 $960K
BIP Wealth, LLC 0.03% New 23,763 $927K
Blackston Financial Advisory Group, LLC 0.50% New 21,047 $821K
Farther Finance Advisors, LLC 0.01% Add +879.8% 21,006 $819K
Strategic Blueprint, LLC 0.05% Reduce -51.0% 20,977 $818K
Authentikos Wealth Advisory, LLC 0.54% New 20,828 $812K
Castle Rock Wealth Management, LLC 0.17% Add +8.6% 19,771 $773K
Diversify Advisory Services, LLC 0.02% No change 17,911 $704K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -1.1% 16,704 $651K
Focus Financial Network, Inc. 0.02% Add +15.1% 15,579 $608K
Independent Financial Group, LLC 0.01% Add +24.9% 15,498 $604K
Westshore Wealth, LLC 0.19% New 14,508 $566K
Certified Advisory Corp 0.05% No change 14,253 $556K
Jane Street Group, LLC 0.00% New 11,280 $440K
Quest 10 Wealth Builders, Inc. 0.39% New 11,161 $435K
HB Wealth Management, LLC 0.00% No change 9,908 $386K
DHJJ Financial Advisors, Ltd. 0.13% Reduce -11.8% 9,907 $386K
Stirlingshire Investments, Inc. 0.34% — 9,882 $385K
Taylor Securities Services, Inc. 0.18% — 9,879 $385K
IFP Advisors, Inc 0.01% Add +3.6% 9,773 $381K
BCGM Wealth Management, LLC 0.10% New 9,715 $379K
First Heartland Consultants, Inc. 0.03% New 9,470 $369K
Foundations Investment Advisors, LLC 0.00% Reduce -30.8% 8,751 $341K
Merit Financial Group, LLC 0.00% No change 8,611 $336K
Old Mission Capital LLC 0.01% New 8,604 $336K
Grantvest Financial Group LLC 0.21% Add +3.6% 8,384 $327K
Jim Saulnier & Associates, LLC 0.16% No change 8,140 $317K
Private Advisor Group, LLC 0.00% No change 7,535 $294K
Panoramic Investment Advisors, LLC 0.16% No change 7,500 $293K
Patriot Financial Group Insurance Agency, LLC 0.03% New 7,325 $286K
Gaddis Premier Wealth Advisors LLC 0.21% — 7,037 $274K
Signal Advisors Wealth, LLC 0.02% Reduce -52.3% 6,820 $266K
CreativeOne Wealth, LLC 0.01% New 6,759 $264K
Clear Point Advisors Inc. 0.20% Reduce -7.7% 6,746 $263K
Avidian Wealth Enterprises, LLC 0.01% New 6,635 $259K
BridgePort Financial Solutions, LLC 0.07% New 6,605 $258K
Belpointe Asset Management LLC 0.01% No change 6,490 $253K
Main Street Financial Solutions, LLC 0.02% No change 6,369 $248K
Key Capital Management, INC 0.24% — 6,278 $245K
Moors & Cabot, Inc. 0.01% New 6,130 $239K
Rothschild Wealth LLC 0.02% New 5,772 $225K
RIA Advisory Group LLC 0.05% No change 5,500 $215K
Diligent Investors, LLC 0.05% No change 5,410 $211K
Allianz SE 0.00% New 5,000 $195K
Global Retirement Partners, LLC 0.00% No change 3,119 $122K
AdvisorNet Financial, Inc 0.01% No change 3,070 $120K
Creative Financial Designs Inc. 0.01% Add +197.9% 2,610 $102K
Arax Advisory Partners 0.00% No change 947 $37K
MAI Capital Management 0.00% No change 939 $37K
CoreCap Advisors, LLC 0.00% No change 929 $36K
Decker Retirement Planning Inc. 0.01% New 690 $27K
Steward Partners Investment Advisory, LLC 0.00% No change 649 $25K
JPMorgan Chase & Co. 0.00% No change 99 $4K
Assetmark, Inc. 0.00% New 67 $3K
Barclays PLC 0.00% New 5 $195

"% 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.