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SEPU AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQU (fund)

24 managers (25 13F filers) reported a position in SEPU shares at 2025-12-31, 4,706,314 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
24
13F filers
25
New
5
Added
5
Reduced
8
Sold out
8
Shares held by filers
4,706,314

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
Gradient Investments LLCin group Gradient Investments LLC3,232,834$93.6M1.49%+86,70213F-HRTimelineGroup
Safe Harbor Wealth Advisors, LLC375,344$10.8M10.48%13F-HRTimeline
Allianz SEgroup of 2 filers holding299,471$8.67MnewTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.151,527$4.39M0.21%-7,50113F-HRTimelineGroup
ARS Wealth Advisors Group, LLC123,106$3.56M0.32%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…119,386$3.46M0.04%+16,83413F-HRTimelineGroup
Brown Financial Advisors101,075$2.93M1.07%-1,50013F-HRTimeline
Paladin Wealth, LLC64,952$1.88M1.28%+7,23213F-HRTimeline
Mattson Financial Services, LLC52,441$1.52M0.35%-3,52813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,338$994K<0.01%+29,93813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,668$859K<0.01%-19,02013F-HRTimelineGroup
A4 Wealth Advisors LLC26,366$763K0.66%-7,92613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,861$691K<0.01%-10813F-HRTimeline
Arax Advisory Partners17,652$511K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.13,989$405K0.02%013F-HRTimeline
Cetera Investment Advisers11,258$326K<0.01%+3,41113F-HRTimeline
Copley Financial Group, Inc.9,342$270K0.17%-7513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,060$233K-9,924Timeline
Cypress Wealth Services, LLC7,726$224K0.03%013F-HRTimeline
NBZ Investment Advisors LLC2,083$60.3K0.03%013F-HRTimeline
IFP Advisors, Inc872$25.2K<0.01%-513F-HRTimeline
OPTIMA CAPITAL LLC778$22.5K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…147$4.25K<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY38$1.1K<0.01%new13F-HR/ATimelineGroup