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Disclosery

NVBW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

35 managers (35 13F filers) reported a position in NVBW shares at 2025-09-30, 1,416,375 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
3
Added
9
Reduced
15
Sold out
4
Shares held by filers
1,416,375

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.259,465$8.64M3.86%+65613F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.235,209$7.83M7.03%-10,25113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC211,273$7.03M0.01%-36,11913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC114,887$3.82M0.02%-23,04213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,998$2.68M<0.01%-3,39613F-HRTimelineGroup
Cetera Investment Advisers69,921$2.33M<0.01%-2,38413F-HRTimeline
LPL Financial LLC61,662$2.05M<0.01%+37,11113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,847$1.89M<0.01%+8,54713F-HRTimelineGroup
Castle Rock Wealth Management, LLC41,480$1.38M0.31%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,817$1.23M<0.01%+18,84013F-HRTimelineGroup
OLD MISSION CAPITAL LLC34,053$1.13M0.04%+3,14213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,635$654K0.02%-2,42313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,948$464K0.01%-10,20813F-HRTimeline
Focus Financial Network, Inc.13,596$453K0.02%-41313F-HRTimeline
Joseph P. Lucia & Associates, LLC13,009$433K0.16%-5,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,729$424K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc12,303$410K0.01%+18913F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,720$390K<0.01%+4,94613F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,888$362K<0.01%+80813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,455$351K0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC9,920$330K0.01%-3,34213F-HRTimeline
Grantvest Financial Group LLC9,476$315K0.22%013F-HRTimeline
CENTAURUS FINANCIAL, INC.9,335$311K0.01%013F-HRTimeline
Strategic Blueprint, LLC9,280$309K0.01%013F-HRTimeline
PFG Advisors8,730$291K0.01%-5013F-HRTimeline
Farther Finance Advisors, LLC8,698$290K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,102$270K<0.01%-2,98213F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC6,608$220K0.12%013F-HRTimeline
Creative Planningin group Creative Planning6,193$206K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5,522$184K0.01%+26213F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$166K0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,459$148K<0.01%-22913F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,068$68.8K0.01%-13013F-HRTimeline
UBS Group AGin group UBS Group AG1,759$58.5K<0.01%-2,44513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.330$11K<0.01%013F-HRTimeline