Skip to content

OCTU AIM ETF PRODUCTS TRUST

Follow

ALLIANZIM US EQT (fund)

27 managers (27 13F filers) reported a position in OCTU shares at 2025-09-30, 1,143,633 shares in all. 4 filers opened a position and 14 filers sold out during the quarter.

Managers
27
13F filers
27
New
4
Added
6
Reduced
11
Sold out
14
Shares held by filers
1,143,633

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
RFG Advisory, LLC210,734$5.9M0.12%+10,95813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC166,265$4.65M0.01%-12,68913F-HRTimeline
AE Wealth Management LLC148,515$4.16M0.03%-172,68013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…121,403$3.4M0.04%+50513F-HRTimelineGroup
OneDigital Investment Advisors LLC108,183$3.03M0.03%-25,99113F-HRTimeline
USA FINANCIAL FORMULAS87,664$2.45M0.43%-18,27913F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE86,146$2.41M0.09%-65,00013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC43,709$1.22M0.01%-1613F-HR/ATimelineGroup
Cypress Wealth Services, LLC30,421$851K0.14%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,436$600K<0.01%-5,03613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.19,002$532K0.02%013F-HRTimeline
Cetera Investment Advisers18,822$527K<0.01%+46813F-HRTimeline
Wellment Financial10,737$300K0.36%-1,70413F-HRTimeline
FWG Investments, LLC.9,972$279K0.19%+1,11313F-HRTimeline
Sterling Manor Financial, LLC9,548$267K0.17%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,386$263K<0.01%-1,91713F-HRTimelineGroup
BCGM Wealth Management, LLC9,240$259K0.07%013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,888$221K0.03%013F-HRTimeline
Grantvest Financial Group LLC7,803$218K0.15%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,075$198K<0.01%+64613F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.5,146$144K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,831$79.2K0.07%-57313F-HRTimeline
NBZ Investment Advisors LLC1,158$32.4K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.360$9.74K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC134$3.75K<0.01%-5,52513F-HR/ATimelineGroup
IFP Advisors, Inc50$1.4K<0.01%new13F-HR/ATimeline
UBS Group AGin group UBS Group AG5$140<0.01%+213F-HRTimelineGroup