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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 2025-06-30, 1,395,256 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
42
13F filers
42
New
6
Added
10
Reduced
14
Sold out
3
Shares held by filers
1,395,256

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC186,243$5.62M0.01%+48,89013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.166,995$5.04M0.01%-45,94213F-HR/ATimelineGroup
AMERICAN ASSET MANAGEMENT INC.140,224$4.23M3.9%-3,52213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC126,796$3.83M<0.01%-1,98713F-HRTimelineGroup
Westshore Wealth, LLC84,696$2.56M0.98%013F-HRTimeline
GeoWealth Management, LLC78,197$2.36M0.09%+15,29313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC68,079$2.05M0.01%+32,37813F-HRTimelineGroup
Cetera Investment Advisers47,644$1.44M<0.01%-1,30313F-HRTimeline
Atria Wealth Solutions, Inc.47,608$1.44M0.03%-75013F-HRTimeline
Cambridge Investment Research Advisors,…40,995$1.24M<0.01%+7,68113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,876$1.05M<0.01%+1,14113F-HRTimelineGroup
Focus Financial Network, Inc.30,793$929K0.04%+5,06713F-HRTimeline
OLD MISSION CAPITAL LLC28,390$857K0.02%+9,98913F-HRTimeline
CENTAURUS FINANCIAL, INC.27,170$820K0.05%-5,34113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,207$761K0.03%-5,25613F-HRTimelineGroup
Elevated Capital Advisors, LLC26,191$748K0.21%013F-HRTimeline
BCGM Wealth Management, LLC23,281$702K0.2%013F-HRTimeline
Joseph P. Lucia & Associates, LLC21,790$657K0.27%013F-HRTimeline
LPL Financial LLC21,076$636K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.17,864$539K0.01%-1,27613F-HRTimeline
Grantvest Financial Group LLC17,829$538K0.4%-13613F-HRTimeline
Crown Wealth Group, LLC14,396$434K0.16%new13F-HRTimeline
PFG Advisors13,676$413K0.02%-3,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,401$344K<0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.11,032$333K0.03%-21,01113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,768$295K<0.01%-34,25413F-HRTimelineGroup
Kingsview Wealth Management, LLC9,765$295K<0.01%013F-HRTimeline
Merit Financial Group, LLC9,567$289K<0.01%new13F-HRTimeline
Allegheny Financial Group9,138$276K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,158$246K<0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC7,608$230K0.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,100$214K0.01%013F-HRTimelineGroup
Allianz Investment Management U.S. LLCin group Allianz SE5,000$151K0.01%013F-HRTimelineGroup
AE Wealth Management LLC4,849$146K<0.01%-12213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,097$93.4K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,635$79.5K0.01%+17713F-HRTimeline
LANARK FINANCIAL, INC.2,081$62K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,000$60.3K<0.01%-2,00013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,040$31.4K<0.01%+86613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG601$18.1K<0.01%+46313F-HRTimelineGroup
Global Retirement Partners, LLC400$12.1K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.