Alianzim US Eq BFR20 Sep-UsdSEPWETF
13F holders, Q3 2025 (September 30)62holders +20
29new positions
8sold out
$31.40avg. 13F price*
At the end of Q3 2025, 62 institutions reported holding Alianzim US Eq BFR20 Sep-Usd (SEPW) in their 13F filings, up 20 from Q2 2025. 29 opened new positions and 8 sold out. The largest holders were AE Wealth Management LLC ($77.7M), Commonwealth Equity Services, LLC ($18.1M) and Lloyd Advisory Services, LLC. ($14.4M).
- Company
- Alianzim US Eq BFR20 Sep-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q3 2025)
- CUSIP
- 00888H687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $58.4M |
| Exits | 8 | $4.6M |
All 13F filers, Q2 2025 → Q3 2025: 5,353,193 shares bought and 214,228 shares sold, net +5,138,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| AE Wealth Management LLC | 0.50% | Add +50940.3% | 2,474,945 | $77.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +210.0% | 577,322 | $18.1M |
| Lloyd Advisory Services, LLC. | 6.76% | New | 457,501 | $14.4M |
| Cetera Investment Advisers | 0.01% | Add +537.8% | 303,878 | $9.5M |
| Authentikos Wealth Advisory, LLC | 5.60% | New | 269,821 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Add +35.6% | 226,386 | $7.1M |
| B.O.S.S. Retirement Advisors, LLC | 1.56% | New | 208,217 | $6.5M |
| Wellment Financial | 6.12% | New | 164,497 | $5.2M |
| Howard Bailey Securities, LLC | 1.41% | New | 157,364 | $4.9M |
| Westshore Wealth, LLC | 1.69% | Add +85.8% | 157,347 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +8.6% | 137,661 | $4.3M |
| American Asset Management Inc. | 3.88% | Reduce -1.9% | 137,483 | $4.3M |
| Outlook Wealth Advisors, LLC | 0.95% | New | 121,826 | $3.8M |
| Spire Wealth Management | 0.11% | Add +305.7% | 102,268 | $3.2M |
| LPL Financial LLC | 0.00% | Add +374.7% | 100,044 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +118.3% | 89,486 | $2.8M |
| Great Lakes Retirement, Inc. | 0.27% | New | 77,430 | $2.4M |
| LifeWealth Investments, LLC | 0.74% | New | 72,007 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | New | 71,736 | $2.3M |
| Csenge Advisory Group | 0.10% | New | 65,730 | $2.1M |
| FSA Advisors, Inc. | 1.03% | New | 41,232 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -46.2% | 36,618 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +77.3% | 31,674 | $995K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.7% | 30,576 | $960K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 29,781 | $935K |
| Centaurus Financial, Inc. | 0.04% | Add +8.8% | 29,558 | $928K |
| Kingdom Financial Group LLC. | 0.55% | New | 28,560 | $897K |
| BCGM Wealth Management, LLC | 0.20% | Add +7.5% | 25,022 | $786K |
| Blackston Financial Advisory Group, LLC | 0.45% | New | 24,321 | $764K |
| Elevated Capital Advisors, LLC | 0.19% | Reduce -8.2% | 24,039 | $755K |
| Joseph P. Lucia & Associates, LLC | 0.28% | Add +8.9% | 23,730 | $745K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 18,293 | $574K |
| Susquehanna International Group, LLP | 0.00% | Add +51.9% | 14,840 | $466K |
| Jane Street Group, LLC | 0.00% | New | 12,747 | $400K |
| Grantvest Financial Group LLC | 0.27% | Reduce -29.6% | 12,556 | $394K |
| Advus Financial Partners, LLC | 0.09% | Reduce -35.6% | 11,973 | $376K |
| Quest 10 Wealth Builders, Inc. | 0.32% | New | 11,179 | $351K |
| First Heartland Consultants, Inc. | 0.03% | Add +1.1% | 11,157 | $350K |
| MML Investors Services, LLC | 0.00% | Add +23.4% | 10,065 | $316K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,795 | $308K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 9,765 | $307K |
| Merit Financial Group, LLC | 0.00% | No change | 9,567 | $300K |
| Allegheny Financial Group | 0.05% | Reduce -1.4% | 9,008 | $283K |
| Castle Rock Wealth Management, LLC | 0.06% | New | 8,666 | $272K |
| Lantern Wealth Advisors, LLC | 0.13% | New | 8,134 | $255K |
| TAGStone Capital, Inc. | 0.09% | New | 7,308 | $230K |
| CreativeOne Wealth, LLC | 0.01% | No change | 7,100 | $223K |
| PFG Advisors | 0.01% | Reduce -48.4% | 7,054 | $222K |
| Independent Financial Group, LLC | 0.01% | New | 7,033 | $221K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $157K |
| Morgan Stanley | 0.00% | New | 3,040 | $95K |
| Geneos Wealth Management Inc. | 0.00% | Add +38.3% | 2,766 | $87K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.8% | 2,614 | $82K |
| Lanark Financial, Inc. | 0.01% | No change | 2,081 | $65K |
| Decker Retirement Planning Inc. | 0.03% | New | 1,600 | $50K |
| IFP Advisors, Inc | 0.00% | New | 980 | $31K |
| Arax Advisory Partners | 0.00% | New | 892 | $28K |
| UBS Group AG | 0.00% | Add +29.9% | 781 | $25K |
| Advisory Services Network, LLC | 0.00% | New | 453 | $14K |
| Global Retirement Partners, LLC | 0.00% | No change | 400 | $13K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 212 | $7K |
| Pineridge Advisors LLC | 0.00% | New | 89 | $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.