Allianzim BUFFER20 AllocSPBWETF
13F holders, Q3 2025 (September 30)18holders +2
3new positions
1sold out
$26.89avg. 13F price*
At the end of Q3 2025, 18 institutions reported holding Allianzim BUFFER20 Alloc (SPBW) in their 13F filings, up 2 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Allianz Investment Management U.S. LLC ($10.0M), AE Wealth Management LLC ($7.4M) and Kestra Advisory Services, LLC ($3.3M).
- Company
- Allianzim BUFFER20 Alloc
- Filed as
- AIM ETF PRODUCTS TRUST (Q3 2025)
- CUSIP
- 00888H463
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $912K |
| Exits | 1 | $408K |
All 13F filers, Q2 2025 → Q3 2025: 205,162 shares bought and 294,350 shares sold, net −89,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Allianz Investment Management U.S. LLC | 0.37% | Reduce -29.7% | 372,080 | $10.0M |
| AE Wealth Management LLC | 0.05% | Add +27.1% | 276,653 | $7.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +171.8% | 121,234 | $3.3M |
| Independent Financial Group, LLC | 0.06% | Add +13.4% | 96,436 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +9.1% | 79,076 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.5% | 51,572 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.7% | 33,009 | $888K |
| Harbour Investments, Inc. | 0.02% | Reduce -80.6% | 26,305 | $707K |
| Cetera Investment Advisers | 0.00% | Add +23.1% | 21,120 | $568K |
| Castle Rock Wealth Management, LLC | 0.12% | Add +1.5% | 19,644 | $528K |
| Bank of America Corp. | 0.00% | New | 18,044 | $485K |
| Centaurus Financial, Inc. | 0.02% | Add +16.7% | 17,457 | $469K |
| Commonwealth Equity Services, LLC | 0.00% | Add +65.3% | 15,849 | $426K |
| CreativeOne Wealth, LLC | 0.01% | No change | 14,926 | $401K |
| MML Investors Services, LLC | 0.00% | Add +9.2% | 9,361 | $252K |
| Strategic Financial Concepts, LLC | 0.03% | New | 8,353 | $225K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 7,536 | $203K |
| IFP Advisors, Inc | 0.00% | Add +25.0% | 500 | $13K |
"% of holder's portfolio" is SPBW's weight in each manager's 13F, not the share of Allianzim BUFFER20 Alloc the manager owns.