Skip to content

NVBW AIM ETF PRODUCTS TRUST

Follow

ALLIANZIM US EQT (fund)

49 managers (50 13F filers) reported a position in NVBW shares at 2026-06-30, 1,997,014 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
49
13F filers
50
New
8
Added
7
Reduced
18
Sold out
2
Shares held by filers
1,997,014

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC235,388$8.38M0.01%-4,86313F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.227,201$8.09M6.6%-3,19713F-HRTimeline
Allianz SEin group Allianz SE191,778$6.83M0.07%+35,50413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,423$6.32M0.01%+15,49513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC164,946$5.87M0.02%-10,78413F-HRTimelineGroup
Cetera Investment Advisers163,340$5.82M0.01%-42,00013F-HRTimeline
LPL Financial LLC136,236$4.85M<0.01%-7,74113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,325$3.72M<0.01%+1,51813F-HRTimelineGroup
Castle Rock Wealth Management, LLC74,803$2.66M0.52%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management65,228$2.32M0.07%-85113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.38,305$1.36M0.02%-2,73013F-HRTimeline
Cambridge Investment Research Advisors,…38,248$1.36M<0.01%-39,44413F-HR/ATimeline
OLD MISSION CAPITAL LLC31,318$1.12M0.03%-5,36613F-HRTimeline
World Investment Advisors26,019$927K0.02%+1,66013F-HRTimeline
Tyche Wealth Partners LLC24,290$865K0.12%013F-HRTimeline
CENTAURUS FINANCIAL, INC.22,879$815K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,823$813K<0.01%+14,54413F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding20,912$745K+10,456Timeline
JIM SAULNIER & ASSOCIATES, LLC18,344$653K0.26%013F-HRTimeline
Farther Finance Advisors, LLC17,886$637K<0.01%013F-HRTimeline
PFG Advisors17,361$618K0.03%-50,86613F-HRTimeline
Focus Financial Network, Inc.16,313$581K0.02%-18513F-HRTimeline
Joseph P. Lucia & Associates, LLC12,719$453K0.14%013F-HRTimeline
IFP Advisors, Inc12,266$437K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,762$419K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,604$416K<0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC10,923$389K0.01%013F-HRTimeline
Elevation Wealth Management LLC10,420$371K0.28%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,242$365K<0.01%+63313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,332$332K0.01%013F-HRTimeline
HRT FINANCIAL LP7,518$267K<0.01%new13F-HRTimeline
Grantvest Financial Group LLC7,390$263K0.15%-1,60913F-HRTimeline
Patriot Financial Group Insurance Agenc…7,226$257K0.03%-7,22613F-HRTimeline
Advus Financial Partners, LLC6,637$236K0.07%new13F-HR/ATimeline
Creative Planningin group Creative Planning6,593$235K<0.01%013F-HRTimelineGroup
Taylor Securities Services, Inc.6,475$231K0.09%-28413F-HRTimeline
First Heartland Consultants, Inc.6,022$214K0.01%-14213F-HRTimeline
Allegheny Financial Group5,760$205K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,175$184K0.01%-1413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,922$175K<0.01%-1,12813F-HRTimelineGroup
POM Investment Strategies, LLC2,980$106K0.12%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,003$71.3K0.01%-3913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,600$57K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…820$29.2K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.486$17.3K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.330$11.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG267$9.51K<0.01%+8713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC129$4.59K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC47$1.67K<0.01%new13F-HRTimeline