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Disclosery

NVBW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

37 managers (37 13F filers) reported a position in NVBW shares at 2025-03-31, 1,566,176 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
37
13F filers
37
New
3
Added
4
Reduced
16
Sold out
1
Shares held by filers
1,566,176

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.281,593$8.62M4.62%-1,66113F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.259,350$7.94M7.89%-10,41013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC214,298$6.56M0.01%-6,58813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC122,208$3.74M0.02%-15,77113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.121,303$3.71M0.01%+15,45913F-HRTimelineGroup
Cetera Investment Advisers71,759$2.2M<0.01%-61913F-HRTimeline
Cambridge Investment Research Advisors,…66,602$2.04M0.01%-1,74313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,300$1.48M<0.01%013F-HRTimelineGroup
Castle Rock Wealth Management, LLC41,480$1.27M0.34%013F-HRTimeline
OLD MISSION CAPITAL LLC38,854$1.19M0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,370$1.02M0.03%-3,92613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,721$848K<0.01%-19,12013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.24,957$764K0.02%-16,12913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,772$605K<0.01%+17413F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC18,009$551K0.25%013F-HRTimeline
LPL Financial LLC17,575$538K<0.01%-813F-HRTimeline
Atria Wealth Solutions, Inc.16,319$499K0.01%-1,81313F-HRTimeline
Focus Financial Network, Inc.13,924$426K0.02%-16513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,262$406K0.01%013F-HRTimeline
IFP Advisors, Inc12,219$374K0.01%013F-HRTimeline
Strategic Blueprint, LLC11,228$344K0.02%-5,39513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,175$342K<0.01%+17213F-HRTimelineGroup
Grantvest Financial Group LLC9,476$290K0.24%013F-HRTimeline
CENTAURUS FINANCIAL, INC.9,335$286K0.02%013F-HRTimeline
Mason Investment Advisory Services, Inc.9,152$280K0.02%013F-HRTimeline
HBW ADVISORY SERVICES LLC9,102$279K0.04%-3,19513F-HRTimeline
PFG Advisors9,099$278K0.02%013F-HRTimeline
Farther Finance Advisors, LLC8,698$267K0.01%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC6,608$202K0.16%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,296$162K0.01%-13613F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$150K0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,762$146K<0.01%new13F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,198$67.3K0.01%-2613F-HRTimeline
UBS Group AGin group UBS Group AG1,780$54.5K<0.01%+1,74313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.330$10.1K<0.01%013F-HRTimeline
AE Wealth Management LLC62$1.9K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.