Skip to content
Disclosery

NVBW AIM ETF PRODUCTS TRUST

Follow

ALLIANZIM US EQT (fund)

38 managers (38 13F filers) reported a position in NVBW shares at 2025-06-30, 1,679,877 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
38
13F filers
38
New
1
Added
7
Reduced
17
Sold out
0
Shares held by filers
1,679,877

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Mid-American Wealth Advisory Group, Inc.258,809$8.34M3.97%-22,78413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC247,392$7.97M0.01%+33,09413F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.245,460$7.91M7.3%-13,89013F-HRTimeline
Authentikos Wealth Advisory, LLC232,738$7.5M5.22%new13F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC137,929$4.44M0.02%+15,72113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,394$2.72M<0.01%-36,90913F-HR/ATimelineGroup
Cetera Investment Advisers72,305$2.33M<0.01%+54613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,300$1.56M<0.01%013F-HRTimelineGroup
Castle Rock Wealth Management, LLC41,480$1.35M0.32%013F-HRTimeline
OLD MISSION CAPITAL LLC30,911$996K0.03%-7,94313F-HRTimeline
LPL Financial LLC24,551$791K<0.01%+6,97613F-HRTimeline
HARBOUR INVESTMENTS, INC.24,156$778K0.02%-80113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,058$711K0.03%-11,31213F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC18,009$580K0.24%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,977$579K<0.01%-9,74413F-HRTimelineGroup
Atria Wealth Solutions, Inc.15,498$499K0.01%-82113F-HRTimeline
Focus Financial Network, Inc.14,009$451K0.02%+8513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,262$427K0.01%013F-HRTimeline
IFP Advisors, Inc12,114$390K0.01%-10513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,084$357K<0.01%-9113F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,080$325K<0.01%-56,52213F-HRTimeline
Grantvest Financial Group LLC9,476$305K0.23%013F-HRTimeline
CENTAURUS FINANCIAL, INC.9,335$301K0.02%013F-HRTimeline
Strategic Blueprint, LLC9,280$299K0.01%-1,94813F-HRTimeline
Mason Investment Advisory Services, Inc.9,152$295K0.02%013F-HRTimeline
PFG Advisors8,780$283K0.01%-31913F-HRTimeline
Farther Finance Advisors, LLC8,698$280K0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC7,358$237K0.03%-1,74413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,774$218K<0.01%-12,99813F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC6,608$213K0.15%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,260$169K0.01%-3613F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$161K0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,688$151K<0.01%-7413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG4,204$135K<0.01%+2,42413F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,198$70.8K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.330$10.6K<0.01%013F-HRTimeline
AE Wealth Management LLC220$7.09K<0.01%+15813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.