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Disclosery

SEPW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

53 managers (53 13F filers) reported a position in SEPW shares at 2026-06-30, 2,390,077 shares in all. 8 filers opened a position and 22 filers sold out during the quarter.

Managers
53
13F filers
53
New
8
Added
4
Reduced
26
Sold out
22
Shares held by filers
2,390,077

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
COMMONWEALTH EQUITY SERVICES, LLC497,144$16.6M0.02%-50,78913F-HRTimeline
Authentikos Wealth Advisory, LLC221,098$7.38M4.71%-10,94613F-HRTimeline
Allianz SEin group Allianz SE203,946$6.81M0.07%+37,64713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.165,998$5.54M0.01%-17,80213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC134,460$4.49M<0.01%-2,00413F-HRTimelineGroup
AMERICAN ASSET MANAGEMENT INC.133,512$4.46M3.64%-68013F-HRTimeline
Westshore Wealth, LLC128,649$4.3M1.33%-30,19313F-HRTimeline
LPL Financial LLC103,074$3.44M<0.01%+1,44813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management74,772$2.5M0.08%-22,06313F-HRTimelineGroup
Elevated Capital Advisors, LLC69,936$2.34M0.64%-66,59313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…65,590$2.19M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,449$1.92M0.01%-18,67913F-HRTimelineGroup
Cetera Investment Advisers47,657$1.59M<0.01%-8,39913F-HRTimeline
Cambridge Investment Research Advisors,…41,795$1.4M<0.01%-28613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,193$1.14M<0.01%-1,48113F-HRTimelineGroup
AE Wealth Management LLC31,540$1.05M<0.01%-2,159,54013F-HRTimeline
World Investment Advisors29,504$985K0.02%+1,93913F-HRTimeline
Focus Financial Network, Inc.28,173$941K0.03%-36313F-HRTimeline
BCGM Wealth Management, LLC25,022$836K0.18%013F-HRTimeline
IFG Advisory, LLC20,426$682K0.02%new13F-HRTimeline
Summit Financial, LLC19,450$649K0.01%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC19,412$648K0.19%-20013F-HRTimeline
CENTAURUS FINANCIAL, INC.19,278$644K0.03%-50013F-HRTimeline
Avidian Wealth Enterprises, LLC18,293$611K0.02%013F-HRTimeline
OLD MISSION CAPITAL LLC17,575$587K0.01%-9,90813F-HRTimeline
HARBOUR INVESTMENTS, INC.17,385$581K0.01%-1,22013F-HRTimeline
MML INVESTORS SERVICES, LLC13,056$436K<0.01%013F-HRTimeline
HRT FINANCIAL LP12,552$419K<0.01%new13F-HRTimeline
Advisory Solutions Group, LLC11,958$399K0.14%13F-HRTimeline
Advus Financial Partners, LLC11,923$398K0.11%new13F-HR/ATimeline
First Heartland Consultants, Inc.10,944$365K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,749$359K0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,765$326K<0.01%013F-HRTimelineGroup
Castle Rock Wealth Management, LLC8,666$290K0.06%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,598$287K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC8,479$283K<0.01%-91013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC7,921$265K<0.01%013F-HRTimeline
PFG Advisors7,604$254K0.01%-5013F-HRTimeline
TAGStone Capital, Inc.7,351$245K0.08%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,277$243K<0.01%-83813F-HRTimelineGroup
Grantvest Financial Group LLC6,917$231K0.13%-1,58113F-HRTimeline
KINTRA WEALTH, LLC5,920$200K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.4,307$144K0.06%-19,92113F-HRTimeline
Mosley Wealth Management3,802$127K0.04%+3,29913F-HRTimeline
LANARK FINANCIAL, INC.2,081$69.5K<0.01%013F-HRTimeline
Arax Advisory Partners892$29.8K<0.01%013F-HRTimeline
IFP Advisors, Inc885$29.6K<0.01%-5013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC703$23.5K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC594$19.8K<0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC572$19.1K0.02%-208,16913F-HRTimeline
Geneos Wealth Management Inc.482$16.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC400$13.4K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV348$11.6K<0.01%-2,22013F-HRTimeline