Alianzim US Eq BFR20 Sep-UsdSEPWETF
13F holders, Q4 2025 (December 31)64holders +2
4new positions
6sold out
$31.92avg. 13F price*
At the end of Q4 2025, 64 institutions reported holding Alianzim US Eq BFR20 Sep-Usd (SEPW) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 6 sold out. The largest holders were AE Wealth Management LLC ($70.0M), Commonwealth Equity Services, LLC ($18.0M) and Lloyd Advisory Services, LLC. ($15.9M).
- Company
- Alianzim US Eq BFR20 Sep-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q4 2025)
- CUSIP
- 00888H687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 6 | $849K |
All 13F filers, Q3 2025 → Q4 2025: 279,160 shares bought and 886,930 shares sold, net −607,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| AE Wealth Management LLC | 0.40% | Reduce -11.4% | 2,193,335 | $70.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.3% | 563,842 | $18.0M |
| Lloyd Advisory Services, LLC. | 6.18% | Add +9.1% | 499,200 | $15.9M |
| Authentikos Wealth Advisory, LLC | 5.04% | Reduce -11.5% | 238,879 | $7.6M |
| Outlook Wealth Advisors, LLC | 1.70% | Add +93.7% | 235,918 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.3% | 216,577 | $6.9M |
| Westshore Wealth, LLC | 1.68% | Add +1.0% | 158,880 | $5.1M |
| Wellment Financial | 5.87% | Reduce -4.8% | 156,656 | $5.0M |
| American Asset Management Inc. | 3.69% | Reduce -0.8% | 136,317 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.7% | 133,979 | $4.3M |
| B.O.S.S. Retirement Advisors, LLC | 1.27% | Reduce -39.4% | 126,199 | $4.0M |
| Howard Bailey Securities, LLC | 1.51% | Reduce -23.5% | 120,317 | $3.8M |
| Allianz Investment Management LLC | 2.33% | — | 116,920 | $3.7M |
| LPL Financial LLC | 0.00% | Add +2.3% | 102,383 | $3.3M |
| Spire Wealth Management | 0.10% | Reduce -5.2% | 96,923 | $3.1M |
| Integrated Wealth Management | 3.37% | — | 93,826 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.6% | 77,909 | $2.5M |
| Great Lakes Retirement, Inc. | 0.25% | Reduce -4.5% | 73,978 | $2.4M |
| Networth Advisors, LLC | 1.60% | — | 67,819 | $2.2M |
| LifeWealth Investments, LLC | 0.67% | Reduce -7.6% | 66,553 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -80.9% | 58,115 | $1.9M |
| SMART Wealth LLC | 0.46% | New | 47,768 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +30.0% | 47,612 | $1.5M |
| Centennial Advisors, LLC | 1.92% | — | 46,213 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -51.4% | 43,488 | $1.4M |
| Aegis Wealth Management, Inc. | 0.98% | — | 39,118 | $1.2M |
| FSA Advisors, Inc. | 0.83% | Reduce -9.0% | 37,514 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +141.5% | 35,843 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.3% | 34,026 | $1.1M |
| Focus Financial Network, Inc. | 0.03% | No change | 30,576 | $976K |
| Kingdom Financial Group LLC. | 0.26% | Reduce -6.8% | 26,615 | $850K |
| Harbour Investments, Inc. | 0.02% | Reduce -21.0% | 25,026 | $799K |
| BCGM Wealth Management, LLC | 0.20% | No change | 25,022 | $799K |
| Blackston Financial Advisory Group, LLC | 0.44% | Reduce -5.9% | 22,895 | $731K |
| Elevated Capital Advisors, LLC | 0.16% | Reduce -8.6% | 21,973 | $701K |
| Centaurus Financial, Inc. | 0.03% | Reduce -33.1% | 19,778 | $631K |
| Joseph P. Lucia & Associates, LLC | 0.23% | Reduce -17.4% | 19,612 | $626K |
| Csenge Advisory Group | 0.03% | Reduce -70.6% | 19,324 | $617K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 18,293 | $584K |
| MML Investors Services, LLC | 0.00% | Add +41.6% | 14,251 | $455K |
| Advus Financial Partners, LLC | 0.09% | No change | 11,973 | $382K |
| Quest 10 Wealth Builders, Inc. | 0.34% | Add +5.4% | 11,781 | $376K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -1.9% | 10,944 | $349K |
| CreativeOne Wealth, LLC | 0.01% | Add +51.6% | 10,763 | $344K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 9,765 | $312K |
| Grantvest Financial Group LLC | 0.19% | Reduce -24.2% | 9,522 | $304K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,666 | $277K |
| Allegheny Financial Group | 0.04% | Reduce -8.9% | 8,208 | $262K |
| Lantern Wealth Advisors, LLC | 0.14% | No change | 8,134 | $260K |
| JPMorgan Chase & Co. | 0.00% | New | 7,964 | $254K |
| Independent Financial Group, LLC | 0.01% | Add +12.6% | 7,921 | $253K |
| PFG Advisors | 0.01% | Add +8.5% | 7,654 | $244K |
| TAGStone Capital, Inc. | 0.09% | Add +0.4% | 7,335 | $234K |
| Merit Financial Group, LLC | 0.00% | Reduce -30.3% | 6,667 | $213K |
| Old Mission Capital LLC | 0.01% | New | 6,384 | $204K |
| Allianz SE | 0.00% | New | 5,000 | $160K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.7% | 2,544 | $81K |
| Lanark Financial, Inc. | 0.01% | No change | 2,081 | $66K |
| IFP Advisors, Inc | 0.00% | Reduce -4.6% | 935 | $30K |
| Key Capital Management, INC | 0.03% | — | 902 | $29K |
| Arax Advisory Partners | 0.00% | No change | 892 | $28K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -52.6% | 758 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -82.6% | 482 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 400 | $13K |
"% 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.