Allianzim BUFFER20 AllocSPBWETF
13F holders, Q4 2025 (December 31)23holders +5
6new positions
1sold out
$27.42avg. 13F price*
At the end of Q4 2025, 23 institutions reported holding Allianzim BUFFER20 Alloc (SPBW) in their 13F filings, up 5 from Q3 2025. 6 opened new positions and 1 sold out. The largest holders were AE Wealth Management LLC ($10.4M), Allianz SE ($9.2M) and Kestra Advisory Services, LLC ($4.3M).
- Company
- Allianzim BUFFER20 Alloc
- Filed as
- AIM ETF PRODUCTS TRUST (Q4 2025)
- CUSIP
- 00888H463
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $10.3M |
| Exits | 1 | $225K |
All 13F filers, Q3 2025 → Q4 2025: 607,760 shares bought and 52,115 shares sold, net +555,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| AE Wealth Management LLC | 0.06% | Add +36.5% | 377,669 | $10.4M |
| Allianz SE | 0.12% | New | 337,080 | $9.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +29.6% | 157,087 | $4.3M |
| Independent Financial Group, LLC | 0.08% | Add +40.1% | 135,084 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Add +39.6% | 110,389 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.9% | 57,208 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +76.0% | 37,163 | $1.0M |
| Compound Planning, Inc. | 0.02% | New | 22,000 | $603K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.7% | 21,563 | $591K |
| Castle Rock Wealth Management, LLC | 0.12% | Add +2.3% | 20,100 | $554K |
| Centaurus Financial, Inc. | 0.02% | Add +8.1% | 18,865 | $517K |
| CreativeOne Wealth, LLC | 0.01% | Add +13.4% | 16,926 | $464K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.7% | 15,108 | $414K |
| Harbour Investments, Inc. | 0.01% | Reduce -56.7% | 11,385 | $312K |
| MML Investors Services, LLC | 0.00% | No change | 9,361 | $257K |
| BridgePort Financial Solutions, LLC | 0.06% | New | 8,350 | $229K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | No change | 7,536 | $207K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 4,445 | $122K |
| Optima Capital LLC | 0.03% | New | 2,151 | $59K |
| IFP Advisors, Inc | 0.00% | Add +249.0% | 1,745 | $48K |
| Bank of America Corp. | 0.00% | Reduce -92.3% | 1,389 | $38K |
| Key Capital Management, INC | 0.01% | — | 263 | $7K |
| UBS Group AG | 0.00% | New | 116 | $3K |
"% of holder's portfolio" is SPBW's weight in each manager's 13F, not the share of Allianzim BUFFER20 Alloc the manager owns.