Alianzim US Eq BFR20 Sep-UsdSEPWETF

13F holders, Q1 2026 (March 31)
66holders +2
8new positions
4sold out
1famous investor
$31.59avg. 13F price*

At the end of Q1 2026, 66 institutions reported holding Alianzim US Eq BFR20 Sep-Usd (SEPW) in their 13F filings, up 2 from Q4 2025. 8 opened new positions and 4 sold out. The largest holders were AE Wealth Management LLC ($69.2M), Commonwealth Equity Services, LLC ($17.3M) and Authentikos Wealth Advisory, LLC ($7.3M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions8$7.9M
Exits4$4.1M

All 13F filers, Q4 2025 → Q1 2026: 603,499 shares bought and 839,616 shares sold, net −236,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 66 holders

AE Wealth Management LLC 0.37% Reduce -0.1% 2,191,080 $69.2M
Commonwealth Equity Services, LLC 0.02% Reduce -2.8% 547,933 $17.3M
Authentikos Wealth Advisory, LLC 4.95% Reduce -2.9% 232,044 $7.3M
POM Investment Strategies, LLC 8.19% New 208,741 $6.6M
Osaic Holdings, Inc. 0.01% Reduce -15.1% 183,800 $5.8M
Allianz SE 0.06% Add +3226.0% 166,299 $5.3M
Westshore Wealth, LLC 1.76% Reduce -0.0% 158,842 $5.0M
Wellment Financial 6.12% Reduce -0.1% 156,527 $4.9M
Elevated Capital Advisors, LLC 1.09% Add +521.4% 136,529 $4.3M
Raymond James Financial Inc. 0.00% Add +1.9% 136,464 $4.3M
American Asset Management Inc. 3.68% Reduce -1.6% 134,192 $4.2M
B.O.S.S. Retirement Advisors, LLC 1.14% Reduce -6.2% 118,350 $3.7M
Outlook Wealth Advisors, LLC 0.90% Reduce -50.2% 117,474 $3.7M
Howard Bailey Securities, LLC 1.49% Reduce -4.8% 114,520 $3.6M
LPL Financial LLC 0.00% Reduce -0.7% 101,626 $3.2M
Integrated Wealth Management 3.62% Add +6.5% 99,931 $3.2M
Spire Wealth Management 0.10% Reduce -0.1% 96,835 $3.1M
Kestra Advisory Services, LLC 0.01% Add +59.9% 76,128 $2.4M
Networth Advisors, LLC 1.49% Reduce -1.4% 66,853 $2.1M
Great Lakes Retirement, Inc. 0.22% Reduce -10.0% 66,603 $2.1M
Cetera Investment Advisers 0.00% Reduce -3.5% 56,056 $1.8M
LifeWealth Investments, LLC 0.51% Reduce -18.5% 54,226 $1.7M
SMART Wealth LLC 0.50% Add +12.9% 53,948 $1.7M
FSA Advisors, Inc. 0.93% Add +18.5% 44,470 $1.4M
Centennial Advisors, LLC 1.73% Reduce -7.0% 42,980 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.2% 42,081 $1.3M
Aegis Wealth Management, Inc. 0.95% Reduce -1.9% 38,360 $1.2M
Envestnet Asset Management Inc. 0.00% Add +4.8% 35,674 $1.1M
Focus Financial Network, Inc. 0.03% Reduce -6.7% 28,536 $901K
World Investment Advisors 0.01% New 27,565 $871K
Old Mission Capital LLC 0.02% Add +330.5% 27,483 $868K
BCGM Wealth Management, LLC 0.20% No change 25,022 $790K
Lloyd Advisory Services, LLC. 0.22% Reduce -95.2% 24,228 $765K
Kingdom Financial Group LLC. 0.22% Reduce -9.0% 24,228 $765K
Blackston Financial Advisory Group, LLC 0.46% Add +2.4% 23,450 $741K
Csenge Advisory Group 0.03% Add +12.6% 21,751 $687K
Centaurus Financial, Inc. 0.03% No change 19,778 $625K
Joseph P. Lucia & Associates, LLC 0.22% No change 19,612 $620K
Harbour Investments, Inc. 0.01% Reduce -25.7% 18,605 $588K
Avidian Wealth Enterprises, LLC 0.02% No change 18,293 $578K
MML Investors Services, LLC 0.00% Reduce -8.4% 13,056 $412K
Advus Financial Partners, LLC 0.09% No change 11,973 $378K
Quest 10 Wealth Builders, Inc. 0.31% Reduce -4.2% 11,288 $357K
First Heartland Consultants, Inc. 0.03% No change 10,944 $346K
CreativeOne Wealth, LLC 0.01% Reduce -0.1% 10,749 $340K
Concurrent Investment Advisors, LLC 0.00% No change 9,765 $308K
Merit Financial Group, LLC 0.00% Add +40.8% 9,389 $297K
Castle Rock Wealth Management, LLC 0.06% No change 8,666 $275K
Grantvest Financial Group LLC 0.17% Reduce -10.8% 8,498 $268K
Allegheny Financial Group 0.04% No change 8,208 $259K
Citadel Advisors 0.00% New 8,115 $256K
Independent Financial Group, LLC 0.01% No change 7,921 $250K
PFG Advisors 0.01% No change 7,654 $242K
TAGStone Capital, Inc. 0.08% Add +0.2% 7,351 $232K
Barclays PLC 0.00% New 2,864 $90K
Creative Financial Designs Inc. 0.00% Add +0.9% 2,568 $81K
Lanark Financial, Inc. 0.00% No change 2,081 $66K
Key Capital Management, INC 0.02% Add +32.1% 1,192 $38K
IFP Advisors, Inc 0.00% No change 935 $30K
Arax Advisory Partners 0.00% No change 892 $28K
Decker Retirement Planning Inc. 0.01% Reduce -12.1% 666 $21K
St Germain D J Co. Inc. 0.00% New 594 $19K
Mosley Wealth Management 0.01% New 503 $16K
Geneos Wealth Management Inc. 0.00% No change 482 $15K
Hantz Financial Services, Inc. 0.00% New 189 $6K
UBS Group AG 0.00% New 50 $2K

"% 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.