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Disclosery

OCTU AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

38 managers (38 13F filers) reported a position in OCTU shares at 2025-06-30, 1,878,141 shares in all. 18 filers opened a position and 2 filers sold out during the quarter.

Managers
38
13F filers
38
New
18
Added
9
Reduced
6
Sold out
2
Shares held by filers
1,878,141

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
AE Wealth Management LLC321,195$8.44M0.06%+321,08313F-HRTimeline
Authentikos Wealth Advisory, LLC280,129$7.36M5.12%new13F-HR/ATimeline
RFG Advisory, LLC199,776$5.25M0.12%+66,96613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC178,954$4.7M0.01%-20,57813F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE151,146$3.97M0.17%-20,00013F-HRTimelineGroup
OneDigital Investment Advisors LLC134,174$3.52M0.04%+21,51513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…120,898$3.18M0.04%+2,92913F-HRTimelineGroup
USA FINANCIAL FORMULAS105,943$2.78M0.47%+105,89413F-HRTimeline
Lloyd Advisory Services, LLC.57,044$1.5M0.72%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC43,725$1.15M0.01%+33,59113F-HR/ATimelineGroup
B.O.S.S. Retirement Advisors, LLC33,598$883K0.22%new13F-HRTimeline
Cypress Wealth Services, LLC30,421$799K0.14%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,472$695K<0.01%+4,10613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.19,002$499K0.03%-9,93013F-HRTimeline
Cetera Investment Advisers18,354$482K<0.01%+2,51013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC18,188$478K0.15%new13F-HR/ATimeline
Arax Advisory Partners13,576$357K0.02%+12213F-HRTimeline
SMART Wealth LLC13,104$344K0.11%new13F-HRTimeline
Wellment Financial12,441$327K0.42%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,303$297K<0.01%-71113F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,281$296K<0.01%new13F-HRTimelineGroup
Great Lakes Retirement, Inc.11,028$290K0.03%new13F-HRTimeline
LifeWealth Investments, LLC10,736$282K0.1%new13F-HR/ATimeline
BCGM Wealth Management, LLC9,240$243K0.07%013F-HRTimeline
FWG Investments, LLC.8,859$233K0.18%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…7,888$207K0.02%new13F-HRTimeline
Grantvest Financial Group LLC7,803$205K0.15%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,429$169K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,659$149K<0.01%-213F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.5,146$135K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.3,404$89.4K0.09%new13F-HRTimeline
Transce3nd, LLC651$17.1K0.01%new13F-HRTimeline
Park Square Financial Group, LLC412$10.8K0.01%new13F-HRTimeline
Decker Retirement Planning Inc.116$3.05K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC32$841<0.01%new13F-HRTimeline
Pineridge Advisors LLC11$289<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG3$79<0.01%-19713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.