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Disclosery

OCTU AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

40 managers (41 13F filers) reported a position in OCTU shares at 2026-03-31, 2,058,649 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
41
New
5
Added
16
Reduced
13
Sold out
2
Shares held by filers
2,058,649

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Allianz SEin group Allianz SE485,852$13.4M0.15%+404,70613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC447,344$12.3M0.02%-49,44713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…208,551$5.76M0.07%+65,18313F-HRTimelineGroup
RFG Advisory, LLC203,007$5.6M0.1%+2,46613F-HRTimeline
AE Wealth Management LLC148,013$4.09M0.02%+66113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,042$2.07M<0.01%+11,27813F-HRTimelineGroup
USA FINANCIAL FORMULAS68,733$1.9M0.36%-4,10613F-HRTimeline
OneDigital Investment Advisors LLC63,853$1.76M0.02%-30013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC43,259$1.19M0.01%-43413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,624$845K<0.01%-11,91413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding26,413$729K+12,910Timeline
Sterling Manor Financial, LLC25,681$709K0.44%+8,79813F-HRTimeline
Cypress Wealth Services, LLC25,494$704K0.1%-1,00613F-HRTimeline
Cetera Investment Advisers23,734$655K<0.01%-1,01613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,369$479K<0.01%new13F-HR/ATimelineGroup
Patriot Financial Group Insurance Agenc…15,846$437K0.02%+7,92313F-HRTimeline
Arax Advisory Partners15,454$427K0.01%+1,25613F-HRTimeline
OLD MISSION CAPITAL LLC14,415$398K0.01%new13F-HRTimeline
NBZ Investment Advisors LLC14,318$395K0.17%013F-HRTimeline
MML INVESTORS SERVICES, LLC11,932$329K<0.01%013F-HRTimeline
Wellment Financial10,493$290K0.36%-24413F-HRTimeline
SMART Wealth LLC10,293$284K0.08%-1,29813F-HRTimeline
FWG Investments, LLC.10,260$283K0.18%+7413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,837$272K<0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC9,831$271K<0.01%-78013F-HRTimeline
BCGM Wealth Management, LLC9,240$255K0.06%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,555$232K<0.01%+6,16513F-HR/ATimelineGroup
IFP Advisors, Inc6,501$179K<0.01%+11013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,389$176K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,241$172K0.01%-2,99613F-HRTimeline
Quest 10 Wealth Builders, Inc.2,906$80.2K0.07%+8513F-HRTimeline
DHJJ Financial Advisors, Ltd.1,695$46.8K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG339$9.36K<0.01%+26113F-HRTimelineGroup
Elevated Capital Advisors, LLC301$8.31K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.220$6.07K<0.01%-2,86913F-HRTimeline
Kingdom Financial Group LLC.220$6.07K<0.01%-4413F-HRTimeline
Networth Advisors, LLC207$5.71K<0.01%013F-HRTimeline
Key Capital Management, INC116$3.2K<0.01%+11213F-HRTimeline
Decker Retirement Planning Inc.62$1.71K<0.01%+2313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9$248<0.01%new13F-HRTimelineGroup