Alianzim US Eq BFR20 Sep-UsdSEPWETF

13F holders, Q2 2025 (June 30)
42holders +4
6new positions
3sold out
1famous investor
$30.14avg. 13F price*

At the end of Q2 2025, 42 institutions reported holding Alianzim US Eq BFR20 Sep-Usd (SEPW) in their 13F filings, up 4 from Q1 2025. 6 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($5.6M), Osaic Holdings, Inc. ($5.0M) and American Asset Management Inc. ($4.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alianzim US Eq BFR20 Sep-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q2 2025)
CUSIP
00888H687
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 26Q1 2024Q2 2024: 26Q2 2024Q3 2024: 53Q3 2024Q4 2024: 42Q4 2024Q1 2025: 38Q1 2025Q2 2025: 42Q2 2025Q3 2025: 62Q3 2025Q4 2025: 64Q4 2025Q1 2026: 66Q1 2026Q2 2026: 53Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$2.0M
Exits3$7.2M

All 13F filers, Q1 2025 → Q2 2025: 190,090 shares bought and 379,966 shares sold, net −189,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Commonwealth Equity Services, LLC 0.01% Add +35.6% 186,243 $5.6M
Osaic Holdings, Inc. 0.01% Reduce -21.6% 166,995 $5.0M
American Asset Management Inc. 3.90% Reduce -2.5% 140,224 $4.2M
Raymond James Financial Inc. 0.00% Reduce -1.5% 126,796 $3.8M
Westshore Wealth, LLC 0.98% No change 84,696 $2.6M
GeoWealth Management, LLC 0.09% Add +24.3% 78,197 $2.4M
Kestra Advisory Services, LLC 0.01% Add +90.7% 68,079 $2.1M
Cetera Investment Advisers 0.00% Reduce -2.7% 47,644 $1.4M
Atria Wealth Solutions, Inc. 0.03% Reduce -1.6% 47,608 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +23.1% 40,995 $1.2M
Envestnet Asset Management Inc. 0.00% Add +3.4% 34,876 $1.1M
Focus Financial Network, Inc. 0.04% Add +19.7% 30,793 $929K
Old Mission Capital LLC 0.02% Add +54.3% 28,390 $857K
Centaurus Financial, Inc. 0.05% Reduce -16.4% 27,170 $820K
Spire Wealth Management 0.03% Reduce -17.3% 25,207 $761K
Elevated Capital Advisors, LLC 0.21% No change 26,191 $748K
BCGM Wealth Management, LLC 0.20% No change 23,281 $702K
Joseph P. Lucia & Associates, LLC 0.27% No change 21,790 $657K
LPL Financial LLC 0.00% New 21,076 $636K
Advus Financial Partners, LLC 0.14% Reduce -13.9% 18,595 $561K
Harbour Investments, Inc. 0.01% Reduce -6.7% 17,864 $539K
Grantvest Financial Group LLC 0.40% Reduce -0.8% 17,829 $538K
Crown Wealth Group, LLC 0.16% New 14,396 $434K
PFG Advisors 0.02% Reduce -18.0% 13,676 $413K
Citadel Advisors 0.00% New 11,401 $344K
First Heartland Consultants, Inc. 0.03% Reduce -65.6% 11,032 $333K
Susquehanna International Group, LLP 0.00% Reduce -77.8% 9,768 $295K
Kingsview Wealth Management, LLC 0.01% No change 9,765 $295K
Merit Financial Group, LLC 0.00% New 9,567 $289K
Allegheny Financial Group 0.06% No change 9,138 $276K
MML Investors Services, LLC 0.00% No change 8,158 $246K
Moloney Securities Asset Management, LLC 0.03% New 7,608 $230K
CreativeOne Wealth, LLC 0.01% No change 7,100 $214K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $151K
AE Wealth Management LLC 0.00% Reduce -2.5% 4,849 $146K
JPMorgan Chase & Co. 0.00% New 3,097 $93K
Creative Financial Designs Inc. 0.01% Add +7.2% 2,635 $79K
Lanark Financial, Inc. 0.01% No change 2,081 $62K
Geneos Wealth Management Inc. 0.00% Add +100.0% 2,000 $60K
Barclays PLC 0.00% Add +497.7% 1,040 $31K
UBS Group AG 0.00% Add +335.5% 601 $18K
Global Retirement Partners, LLC 0.00% — 400 $12K

"% 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.