Allianzim BUFFER20 AllocSPBWETF
13F holders, Q2 2026 (June 30)32holders +5
6new positions
1sold out
$28.70avg. 13F price*
At the end of Q2 2026, 32 institutions reported holding Allianzim BUFFER20 Alloc (SPBW) in their 13F filings, up 5 from Q1 2026. 6 opened new positions and 1 sold out. The largest holders were Kestra Advisory Services, LLC ($6.8M), Allianz SE ($5.7M) and Independent Financial Group, LLC ($5.5M).
- Company
- Allianzim BUFFER20 Alloc
- Filed as
- AIM ETF PRODUCTS TRUST (Q2 2026)
- CUSIP
- 00888H463
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.8M |
| Exits | 1 | $5K |
All 13F filers, Q1 2026 → Q2 2026: 313,882 shares bought and 458,582 shares sold, net −144,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Kestra Advisory Services, LLC | 0.02% | Add +31.2% | 235,838 | $6.8M |
| Allianz SE | 0.06% | Reduce -28.9% | 197,080 | $5.7M |
| Independent Financial Group, LLC | 0.10% | Add +17.2% | 192,604 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.7% | 164,259 | $4.7M |
| Evolution Wealth Management Inc. | 2.45% | Add +16.1% | 145,350 | $4.2M |
| NewEdge Advisors, LLC | 0.01% | Add +12.3% | 129,064 | $3.7M |
| AE Wealth Management LLC | 0.01% | Reduce -79.3% | 92,383 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +55.7% | 73,137 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +113.3% | 44,343 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +35.2% | 40,404 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +32.6% | 39,423 | $1.1M |
| Centaurus Financial, Inc. | 0.03% | Add +24.9% | 29,295 | $841K |
| World Investment Advisors | 0.01% | New | 25,504 | $732K |
| Compound Planning, Inc. | 0.02% | No change | 20,929 | $601K |
| Castle Rock Wealth Management, LLC | 0.11% | Reduce -0.5% | 19,999 | $574K |
| Old Mission Capital LLC | 0.01% | Reduce -44.8% | 19,728 | $566K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.3% | 17,652 | $507K |
| BridgePort Financial Solutions, LLC | 0.11% | Add +25.3% | 14,842 | $426K |
| Mosley Wealth Management | 0.12% | Add +1155.6% | 13,159 | $378K |
| Diversify Advisory Services, LLC | 0.01% | New | 10,850 | $312K |
| Diversify Wealth Management, LLC | 0.01% | Add +18.6% | 10,850 | $312K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,750 | $309K |
| Raymond James Financial Inc. | 0.00% | Add +14.5% | 10,471 | $301K |
| Carmel Capital Partners, LLC | 0.09% | New | 9,790 | $281K |
| Strategic Financial Concepts, LLC | 0.07% | No change | 8,353 | $240K |
| MML Investors Services, LLC | 0.00% | Reduce -9.5% | 8,050 | $231K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -50.0% | 7,536 | $216K |
| Harbour Investments, Inc. | 0.00% | No change | 4,964 | $142K |
| Lloyd Advisory Services, LLC. | 0.04% | New | 3,460 | $99K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 2,596 | $75K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 732 | $21K |
| Key Capital Management, INC | 0.01% | Add +50.2% | 386 | $11K |
"% of holder's portfolio" is SPBW's weight in each manager's 13F, not the share of Allianzim BUFFER20 Alloc the manager owns.