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Disclosery

SEPW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

61 managers (61 13F filers) reported a position in SEPW shares at 2025-09-30, 6,493,235 shares in all. 29 filers opened a position and 8 filers sold out during the quarter.

Managers
61
13F filers
61
New
29
Added
18
Reduced
9
Sold out
8
Shares held by filers
6,493,235

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AE Wealth Management LLC2,474,945$77.7M0.5%+2,470,09613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC577,322$18.1M0.02%+391,07913F-HRTimeline
Lloyd Advisory Services, LLC.457,501$14.4M6.76%new13F-HRTimeline
Cetera Investment Advisers303,878$9.54M0.01%+256,23413F-HRTimeline
Authentikos Wealth Advisory, LLC269,821$8.47M5.6%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.226,386$7.06M0.01%+59,39113F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC208,217$6.54M1.56%new13F-HRTimeline
Wellment Financial164,497$5.17M6.12%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC157,364$4.94M1.41%new13F-HR/ATimeline
Westshore Wealth, LLC157,347$4.94M1.69%+72,65113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC137,661$4.32M<0.01%+10,86513F-HRTimelineGroup
AMERICAN ASSET MANAGEMENT INC.137,483$4.32M3.87%-2,74113F-HRTimeline
Outlook Wealth Advisors, LLC121,826$3.83M0.95%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management102,268$3.21M0.11%+77,06113F-HRTimelineGroup
LPL Financial LLC100,044$3.14M<0.01%+78,96813F-HRTimeline
Cambridge Investment Research Advisors,…89,486$2.81M0.01%+48,49113F-HRTimeline
Great Lakes Retirement, Inc.77,430$2.43M0.27%new13F-HRTimeline
LifeWealth Investments, LLC72,007$2.26M0.75%new13F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …71,736$2.25M0.03%new13F-HRTimelineGroup
Csenge Advisory Group65,730$2.06M0.1%new13F-HRTimeline
FSA Advisors, Inc.41,232$1.29M1.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC36,618$1.15M0.01%-31,46113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.31,674$995K0.02%+13,81013F-HRTimeline
Focus Financial Network, Inc.30,576$960K0.03%-21713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,781$935K<0.01%-5,09513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.29,558$928K0.04%+2,38813F-HRTimeline
Kingdom Financial Group LLC.28,560$897K0.55%new13F-HRTimeline
BCGM Wealth Management, LLC25,022$786K0.2%+1,74113F-HRTimeline
Blackston Financial Advisory Group, LLC24,321$764K0.45%new13F-HR/ATimeline
Elevated Capital Advisors, LLC24,039$755K0.19%-2,15213F-HRTimeline
Joseph P. Lucia & Associates, LLC23,730$745K0.28%+1,94013F-HRTimeline
Avidian Wealth Enterprises, LLC18,293$574K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,840$466K<0.01%+5,07213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,747$400K<0.01%new13F-HRTimelineGroup
Grantvest Financial Group LLC12,556$394K0.27%-5,27313F-HRTimeline
Quest 10 Wealth Builders, Inc.11,179$351K0.32%new13F-HRTimeline
First Heartland Consultants, Inc.11,157$350K0.03%+12513F-HRTimeline
MML INVESTORS SERVICES, LLC10,065$316K<0.01%+1,90713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,795$308K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,765$307K0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC9,567$300K<0.01%013F-HR/ATimeline
Allegheny Financial Group9,008$283K0.05%-13013F-HRTimeline
Castle Rock Wealth Management, LLC8,666$272K0.06%new13F-HRTimeline
Lantern Wealth Advisors, LLC8,134$255K0.14%new13F-HRTimeline
TAGStone Capital, Inc.7,308$230K0.09%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,100$223K0.01%013F-HRTimelineGroup
PFG Advisors7,054$222K0.01%-6,62213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,033$221K0.01%new13F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$157K0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,040$95.5K<0.01%new13F-HR/ATimelineGroup
Geneos Wealth Management Inc.2,766$86.9K<0.01%+76613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,614$82.1K0.01%-2113F-HRTimeline
LANARK FINANCIAL, INC.2,081$65.4K0.01%013F-HRTimeline
Decker Retirement Planning Inc.1,600$50.2K0.03%new13F-HRTimeline
IFP Advisors, Inc980$30.8K<0.01%new13F-HR/ATimeline
Arax Advisory Partners892$28K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG781$24.5K<0.01%+18013F-HRTimelineGroup
Advisory Services Network, LLC453$14.2K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC400$12.6K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC212$6.66K<0.01%new13F-HRTimeline
Pineridge Advisors LLC89$2.79K<0.01%new13F-HRTimeline