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Disclosery

SEPW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

42 managers (42 13F filers) reported a position in SEPW shares at 2024-12-31, 1,554,576 shares in all. 7 filers opened a position and 20 filers sold out during the quarter.

Managers
42
13F filers
42
New
7
Added
4
Reduced
16
Sold out
20
Shares held by filers
1,554,576

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC238,676$6.9M0.01%-3,42813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,411$5.97M0.01%-6,80613F-HR/ATimelineGroup
AMERICAN ASSET MANAGEMENT INC.147,074$4.25M4.32%-16813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,216$3.76M<0.01%13F-HR/ATimelineGroup
Westshore Wealth, LLC84,696$2.45M0.99%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC69,533$2.01M0.01%+6,22813F-HRTimelineGroup
Cetera Investment Advisers53,820$1.56M<0.01%-1,16613F-HRTimeline
GeoWealth Management, LLC53,459$1.55M0.05%-9,45813F-HRTimeline
HARBOUR INVESTMENTS, INC.51,856$1.5M0.04%+7,37813F-HRTimeline
Atria Wealth Solutions, Inc.49,983$1.44M0.02%-5013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,494$1.32M<0.01%+27,84713F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,769$1.06M<0.01%-78713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management36,515$1.06M0.03%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,440$1.02M<0.01%-1,46413F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.32,511$940K0.06%013F-HRTimeline
Elevated Capital Advisors, LLC28,718$830K0.23%-3,02313F-HRTimeline
Focus Financial Network, Inc.25,726$744K0.03%013F-HRTimeline
BCGM Wealth Management, LLC23,281$673K0.21%-5,42013F-HRTimeline
OLD MISSION CAPITAL LLC22,777$658K0.02%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC21,790$630K0.28%013F-HRTimeline
Grantvest Financial Group LLC21,043$608K0.68%13F-HRTimeline
PFG Advisors16,676$482K0.03%-1,00313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,679$453K<0.01%-12,89413F-HRTimelineGroup
AE Wealth Management LLC14,127$408K<0.01%-3,176,93213F-HRTimeline
Old Port Advisors11,478$332K0.1%013F-HRTimeline
First Heartland Consultants, Inc.11,032$319K0.03%-6613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,641$308K<0.01%new13F-HRTimelineGroup
Riggs Capital Management LLC9,817$284K0.28%13F-HRTimeline
Kingsview Wealth Management, LLC9,765$282K0.01%013F-HRTimeline
Allegheny Financial Group9,138$264K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,158$236K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,600$220K0.01%013F-HRTimelineGroup
Allianz Investment Management U.S. LLCin group Allianz SE5,000$145K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC4,932$143K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,481$71.7K0.01%+14613F-HRTimeline
Geneos Wealth Management Inc.1,000$28.9K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC642$18.6K0.01%-22,03513F-HRTimeline
Global Retirement Partners, LLC400$11.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG122$3.53K<0.01%new13F-HRTimelineGroup
New Millennium Group LLC98$2.83K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2$600.01%-2,07913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.