Allianzim BUFFER20 AllocSPBWETF
13F holders, Q1 2026 (March 31)27holders +4
7new positions
3sold out
$27.23avg. 13F price*
At the end of Q1 2026, 27 institutions reported holding Allianzim BUFFER20 Alloc (SPBW) in their 13F filings, up 4 from Q4 2025. 7 opened new positions and 3 sold out. The largest holders were AE Wealth Management LLC ($12.1M), Allianz SE ($7.5M) and Kestra Advisory Services, LLC ($4.9M).
- Company
- Allianzim BUFFER20 Alloc
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2026)
- CUSIP
- 00888H463
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.0M |
| Exits | 3 | $219K |
All 13F filers, Q4 2025 → Q1 2026: 451,451 shares bought and 75,953 shares sold, net +375,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| AE Wealth Management LLC | 0.07% | Add +18.2% | 446,281 | $12.1M |
| Allianz SE | 0.08% | Reduce -17.8% | 277,080 | $7.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.5% | 179,794 | $4.9M |
| Independent Financial Group, LLC | 0.10% | Add +21.7% | 164,342 | $4.5M |
| Evolution Wealth Management Inc. | 2.49% | New | 125,237 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +118.0% | 124,727 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Add +4.2% | 114,971 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +26.4% | 46,985 | $1.3M |
| Old Mission Capital LLC | 0.02% | New | 35,735 | $973K |
| Osaic Holdings, Inc. | 0.00% | New | 29,878 | $813K |
| Envestnet Asset Management Inc. | 0.00% | Add +37.9% | 29,735 | $809K |
| Centaurus Financial, Inc. | 0.03% | Add +24.3% | 23,454 | $638K |
| Compound Planning, Inc. | 0.02% | Reduce -4.9% | 20,929 | $570K |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.6% | 20,787 | $566K |
| Castle Rock Wealth Management, LLC | 0.12% | No change | 20,100 | $549K |
| CreativeOne Wealth, LLC | 0.01% | No change | 16,926 | $461K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Add +100.0% | 15,072 | $410K |
| BridgePort Financial Solutions, LLC | 0.09% | Add +41.8% | 11,843 | $322K |
| Diversify Wealth Management, LLC | 0.00% | New | 9,150 | $258K |
| Raymond James Financial Inc. | 0.00% | New | 9,148 | $249K |
| MML Investors Services, LLC | 0.00% | Reduce -5.0% | 8,891 | $242K |
| Strategic Financial Concepts, LLC | 0.06% | New | 8,353 | $227K |
| Harbour Investments, Inc. | 0.00% | Reduce -56.4% | 4,964 | $135K |
| IFP Advisors, Inc | 0.00% | Add +48.7% | 2,595 | $71K |
| Mosley Wealth Management | 0.01% | New | 1,048 | $28K |
| Key Capital Management, INC | 0.00% | Reduce -2.3% | 257 | $7K |
| UBS Group AG | 0.00% | Add +71.5% | 199 | $5K |
"% of holder's portfolio" is SPBW's weight in each manager's 13F, not the share of Allianzim BUFFER20 Alloc the manager owns.