Alianzim US Eq BFR20 Sep-UsdSEPWETF
13F holders, Q1 2025 (March 31)38holders −4
2new positions
4sold out
$28.54avg. 13F price*
At the end of Q1 2025, 38 institutions reported holding Alianzim US Eq BFR20 Sep-Usd (SEPW) in their 13F filings, down 4 from Q4 2024. 2 opened new positions and 4 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($6.9M), Osaic Holdings, Inc. ($6.1M) and American Asset Management Inc. ($4.1M).
- Company
- Alianzim US Eq BFR20 Sep-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2025)
- CUSIP
- 00888H687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6.9M |
| Exits | 4 | $922K |
All 13F filers, Q4 2024 → Q1 2025: 278,662 shares bought and 243,368 shares sold, net +35,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Authentikos Wealth Advisory, LLC | 5.39% | New | 241,490 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Add +3.2% | 212,937 | $6.1M |
| American Asset Management Inc. | 4.08% | Reduce -2.3% | 143,746 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -42.5% | 137,353 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 128,783 | $3.7M |
| Westshore Wealth, LLC | 1.03% | No change | 84,696 | $2.4M |
| GeoWealth Management, LLC | 0.07% | Add +17.7% | 62,904 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -9.1% | 48,947 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -3.3% | 48,358 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.2% | 44,022 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -48.7% | 35,701 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 33,735 | $963K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.4% | 33,314 | $951K |
| Centaurus Financial, Inc. | 0.06% | No change | 32,511 | $928K |
| First Heartland Consultants, Inc. | 0.09% | Add +190.5% | 32,043 | $915K |
| Spire Wealth Management | 0.03% | Reduce -16.6% | 30,463 | $870K |
| Elevated Capital Advisors, LLC | 0.21% | Reduce -8.8% | 26,191 | $748K |
| Focus Financial Network, Inc. | 0.03% | No change | 25,726 | $734K |
| BCGM Wealth Management, LLC | 0.20% | No change | 23,281 | $665K |
| Joseph P. Lucia & Associates, LLC | 0.28% | No change | 21,790 | $622K |
| Advus Financial Partners, LLC | 0.17% | No change | 21,595 | $616K |
| Harbour Investments, Inc. | 0.02% | Reduce -63.1% | 19,140 | $546K |
| Old Mission Capital LLC | 0.01% | Reduce -19.2% | 18,401 | $525K |
| Grantvest Financial Group LLC | 0.42% | Reduce -14.6% | 17,965 | $513K |
| PFG Advisors | 0.03% | No change | 16,676 | $476K |
| Old Port Advisors | 0.10% | No change | 11,478 | $328K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 9,765 | $279K |
| Allegheny Financial Group | 0.07% | No change | 9,138 | $261K |
| MML Investors Services, LLC | 0.00% | No change | 8,158 | $233K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -6.6% | 7,100 | $203K |
| AE Wealth Management LLC | 0.00% | Reduce -64.8% | 4,971 | $142K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $140K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.9% | 2,458 | $70K |
| Lanark Financial, Inc. | 0.01% | — | 2,081 | $59K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $29K |
| Barclays PLC | 0.00% | New | 174 | $5K |
| UBS Group AG | 0.00% | Add +13.1% | 138 | $4K |
| New Millennium Group LLC | 0.00% | No change | 98 | $3K |
"% of holder's portfolio" is SEPW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Sep-Usd the manager owns.