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Disclosery

SEPW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

38 managers (38 13F filers) reported a position in SEPW shares at 2025-03-31, 1,584,732 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
2
Added
6
Reduced
17
Sold out
4
Shares held by filers
1,584,732

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Authentikos Wealth Advisory, LLC241,490$6.89M5.39%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.212,937$6.08M0.01%+6,52613F-HRTimelineGroup
AMERICAN ASSET MANAGEMENT INC.143,746$4.1M4.08%-3,32813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC137,353$3.92M0.01%-101,32313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,783$3.68M<0.01%-1,43313F-HRTimelineGroup
Westshore Wealth, LLC84,696$2.42M1.02%013F-HRTimeline
GeoWealth Management, LLC62,904$1.8M0.07%+9,44513F-HRTimeline
Cetera Investment Advisers48,947$1.4M<0.01%-4,87313F-HRTimeline
Atria Wealth Solutions, Inc.48,358$1.38M0.02%-1,62513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,022$1.26M<0.01%-1,47213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,701$1.02M<0.01%-33,83213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,735$963K<0.01%-1,70513F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,314$951K<0.01%-3,45513F-HRTimeline
CENTAURUS FINANCIAL, INC.32,511$928K0.06%013F-HRTimeline
First Heartland Consultants, Inc.32,043$915K0.09%+21,01113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management30,463$870K0.03%-6,05213F-HRTimelineGroup
Elevated Capital Advisors, LLC26,191$748K0.21%-2,52713F-HRTimeline
Focus Financial Network, Inc.25,726$734K0.03%013F-HRTimeline
BCGM Wealth Management, LLC23,281$665K0.2%013F-HRTimeline
Joseph P. Lucia & Associates, LLC21,790$622K0.28%013F-HRTimeline
HARBOUR INVESTMENTS, INC.19,140$546K0.02%-32,71613F-HRTimeline
OLD MISSION CAPITAL LLC18,401$525K0.01%-4,37613F-HRTimeline
Grantvest Financial Group LLC17,965$513K0.42%-3,07813F-HRTimeline
PFG Advisors16,676$476K0.03%013F-HRTimeline
Old Port Advisors11,478$328K0.1%013F-HRTimeline
Kingsview Wealth Management, LLC9,765$279K0.01%013F-HRTimeline
Allegheny Financial Group9,138$261K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,158$233K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,100$203K0.01%-50013F-HRTimelineGroup
AE Wealth Management LLC4,971$142K<0.01%-9,15613F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$140K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.4,000$114K<0.01%+3,00013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,458$70.2K0.01%-2313F-HRTimeline
LANARK FINANCIAL, INC.2,081$59K0.01%+2,07913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC174$4.97K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG138$3.94K<0.01%+1613F-HRTimelineGroup
New Millennium Group LLC98$2.8K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.