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OCTU AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

22 managers (22 13F filers) reported a position in OCTU shares at 2025-03-31, 917,362 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
22
13F filers
22
New
10
Added
5
Reduced
2
Sold out
4
Shares held by filers
917,362

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
COMMONWEALTH EQUITY SERVICES, LLC199,532$4.92M0.01%+62,99113F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE171,146$4.15M0.23%-25,00013F-HRTimelineGroup
RFG Advisory, LLC132,810$3.27M0.09%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…117,969$2.91M0.04%+1,69413F-HRTimelineGroup
OneDigital Investment Advisors LLC112,659$2.78M0.03%+39,80813F-HRTimeline
Cypress Wealth Services, LLC30,421$750K0.15%013F-HRTimeline
CENTAURUS FINANCIAL, INC.28,932$713K0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,366$551K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers15,844$390K<0.01%+2,36813F-HRTimeline
Worth Asset Management, LLC14,539$358K0.2%new13F-HRTimeline
Arax Advisory Partners13,454$332K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,014$296K<0.01%+1,43213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC10,134$250K<0.01%-9,71813F-HR/ATimelineGroup
BCGM Wealth Management, LLC9,240$228K0.07%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,705$215K0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,429$158K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,661$140K<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.5,146$127K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG200$4.93K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC112$2.76K<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS49$1.21K<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.