Allianzim BUFFER20 AllocSPBWETF
13F holders, Q2 2025 (June 30)16holders +9
10new positions
1sold out
$26.00avg. 13F price*
At the end of Q2 2025, 16 institutions reported holding Allianzim BUFFER20 Alloc (SPBW) in their 13F filings, up 9 from Q1 2025. 10 opened new positions and 1 sold out. The largest holders were Allianz Investment Management U.S. LLC ($13.8M), AE Wealth Management LLC ($5.7M) and Harbour Investments, Inc. ($3.5M).
- Company
- Allianzim BUFFER20 Alloc
- Filed as
- AIM ETF PRODUCTS TRUST (Q2 2025)
- CUSIP
- 00888H463
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.4M |
| Exits | 1 | $10K |
All 13F filers, Q1 2025 → Q2 2025: 450,460 shares bought and 88,177 shares sold, net +362,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Allianz Investment Management U.S. LLC | 0.60% | Reduce -11.7% | 529,580 | $13.8M |
| AE Wealth Management LLC | 0.04% | Add +5180.6% | 217,667 | $5.7M |
| Harbour Investments, Inc. | 0.09% | Reduce -11.6% | 135,770 | $3.5M |
| Independent Financial Group, LLC | 0.06% | Add +36.1% | 85,002 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +1.0% | 72,508 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 63,253 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | New | 44,606 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.1% | 29,283 | $761K |
| Castle Rock Wealth Management, LLC | 0.12% | New | 19,360 | $508K |
| Cetera Investment Advisers | 0.00% | New | 17,161 | $446K |
| Susquehanna International Group, LLP | 0.00% | New | 15,704 | $408K |
| Centaurus Financial, Inc. | 0.02% | New | 14,961 | $389K |
| CreativeOne Wealth, LLC | 0.01% | New | 14,926 | $388K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,586 | $249K |
| MML Investors Services, LLC | 0.00% | New | 8,576 | $223K |
| IFP Advisors, Inc | 0.00% | New | 400 | $10K |
"% of holder's portfolio" is SPBW's weight in each manager's 13F, not the share of Allianzim BUFFER20 Alloc the manager owns.