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Disclosery

OCTU AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

38 managers (39 13F filers) reported a position in OCTU shares at 2025-12-31, 1,825,451 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
38
13F filers
39
New
11
Added
12
Reduced
9
Sold out
2
Shares held by filers
1,825,451

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC496,791$14.1M0.02%+330,52613F-HRTimeline
Allianz SEgroup of 2 filers holding304,660$8.67MnewTimeline
RFG Advisory, LLC200,541$5.71M0.11%-10,19313F-HRTimeline
AE Wealth Management LLC147,352$4.19M0.02%-1,16313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…143,368$4.08M0.05%+21,96513F-HRTimelineGroup
USA FINANCIAL FORMULAS72,839$2.07M0.38%-14,82513F-HRTimeline
OneDigital Investment Advisors LLC64,153$1.83M0.02%-44,03013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,764$1.81M<0.01%+63,40413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC43,693$1.24M0.01%-1613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,538$1.21M<0.01%+21,10213F-HRTimelineGroup
Cypress Wealth Services, LLC26,500$754K0.1%-3,92113F-HRTimeline
Cetera Investment Advisers24,750$704K<0.01%+5,92813F-HRTimeline
Sterling Manor Financial, LLC16,883$481K0.3%+7,33513F-HRTimeline
NBZ Investment Advisors LLC14,318$408K0.18%+13,16013F-HRTimeline
Arax Advisory Partners14,198$404K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,503$384K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO13,136$374K0.32%13F-HRTimeline
MML INVESTORS SERVICES, LLC11,932$340K<0.01%new13F-HRTimeline
SMART Wealth LLC11,591$330K0.1%new13F-HRTimeline
Wellment Financial10,737$306K0.36%013F-HRTimeline
Foundations Investment Advisors, LLC10,611$302K<0.01%new13F-HRTimeline
FWG Investments, LLC.10,186$290K0.18%+21413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,837$280K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.9,237$263K0.01%-9,76513F-HRTimeline
BCGM Wealth Management, LLC9,240$263K0.07%013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,923$225K0.03%+3513F-HRTimeline
Grantvest Financial Group LLC7,803$222K0.14%013F-HRTimeline
IFP Advisors, Inc6,391$182K<0.01%+6,34113F-HRTimeline
HARBOUR INVESTMENTS, INC.6,389$182K<0.01%+1,24313F-HRTimeline
Lloyd Advisory Services, LLC.3,089$87.9K0.03%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.2,821$80.3K0.07%-1013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,390$68K<0.01%-4,68513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,695$48.2K0.02%new13F-HRTimeline
Kingdom Financial Group LLC.264$7.51K<0.01%new13F-HRTimeline
Networth Advisors, LLC207$5.89K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG78$2.22K<0.01%+7313F-HRTimelineGroup
Decker Retirement Planning Inc.39$1.11K<0.01%new13F-HRTimeline
Key Capital Management, INC4$114<0.01%13F-HRTimeline