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Disclosery

NVBW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

36 managers (36 13F filers) reported a position in NVBW shares at 2024-12-31, 1,599,683 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
15
Added
8
Reduced
4
Sold out
4
Shares held by filers
1,599,683

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Mid-American Wealth Advisory Group, Inc.283,254$8.77M5.16%new13F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.269,760$8.35M8.49%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC220,886$6.84M0.01%+19,19413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC137,979$4.27M0.02%+37,37913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,844$3.28M0.01%+33,05813F-HR/ATimelineGroup
Cetera Investment Advisers72,378$2.24M<0.01%+11,34613F-HRTimeline
Cambridge Investment Research Advisors,…68,345$2.12M0.01%+59,34813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,300$1.5M<0.01%13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,841$1.45M<0.01%+34,90013F-HRTimelineGroup
Castle Rock Wealth Management, LLC41,480$1.31M0.31%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.41,086$1.27M0.04%+39,65113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management37,296$1.16M0.04%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,598$607K<0.01%+4,44113F-HRTimelineGroup
Atria Wealth Solutions, Inc.18,132$562K0.01%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC18,009$558K0.25%new13F-HRTimeline
LPL Financial LLC17,583$545K<0.01%-3,02213F-HRTimeline
Strategic Blueprint, LLC16,623$515K0.03%-5,07813F-HRTimeline
Focus Financial Network, Inc.14,089$436K0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,262$411K0.01%13F-HRTimeline
HBW ADVISORY SERVICES LLC12,297$381K0.04%new13F-HRTimeline
IFP Advisors, Inc12,219$378K0.01%-3,36413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,003$341K<0.01%new13F-HRTimelineGroup
Grantvest Financial Group LLC9,476$293K0.33%13F-HRTimeline
CENTAURUS FINANCIAL, INC.9,335$289K0.02%013F-HRTimeline
Mason Investment Advisory Services, Inc.9,152$283K0.02%new13F-HRTimeline
PFG Advisors9,099$282K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC8,698$269K0.01%new13F-HRTimeline
Maxwell Wealth Strategies Inc.7,175$222K0.09%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC6,608$205K0.18%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,432$168K0.01%new13F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$155K0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,224$68.9K0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC853$26.4K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.330$10.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG37$1.15K<0.01%-6,73313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.