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Disclosery

SEPW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

62 managers (63 13F filers) reported a position in SEPW shares at 2025-12-31, 6,245,174 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
62
13F filers
63
New
4
Added
14
Reduced
30
Sold out
6
Shares held by filers
6,245,174

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AE Wealth Management LLC2,193,335$70M0.4%-281,61013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC563,842$18M0.02%-13,48013F-HRTimeline
Lloyd Advisory Services, LLC.499,200$15.9M6.18%+41,69913F-HRTimeline
Authentikos Wealth Advisory, LLC238,879$7.62M5.04%-30,94213F-HRTimeline
Outlook Wealth Advisors, LLC235,918$7.53M1.7%+114,09213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.216,577$6.91M0.01%-9,80913F-HRTimelineGroup
Westshore Wealth, LLC158,880$5.07M1.68%+1,53313F-HRTimeline
Wellment Financial156,656$5M5.87%-7,84113F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.136,317$4.35M3.69%-1,16613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC133,979$4.28M<0.01%-3,68213F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC126,199$4.03M1.27%-82,01813F-HRTimeline
Allianz SEgroup of 2 filers holding121,920$3.89MnewTimeline
HOWARD BAILEY SECURITIES, LLC120,317$3.84M1.51%-37,04713F-HRTimeline
LPL Financial LLC102,383$3.27M<0.01%+2,33913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management96,923$3.09M0.1%-5,34513F-HRTimelineGroup
Integrated Wealth Management93,826$2.99M3.37%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …77,909$2.49M0.04%+6,17313F-HRTimelineGroup
Great Lakes Retirement, Inc.73,978$2.36M0.25%-3,45213F-HRTimeline
Networth Advisors, LLC67,819$2.16M1.6%13F-HRTimeline
LifeWealth Investments, LLC66,553$2.12M0.67%-5,45413F-HRTimeline
Cetera Investment Advisers58,115$1.85M<0.01%-245,76313F-HRTimeline
SMART Wealth LLC47,768$1.52M0.46%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,612$1.52M0.01%+10,99413F-HRTimelineGroup
Centennial Advisors, LLC46,213$1.48M1.92%13F-HRTimeline
Cambridge Investment Research Advisors,…43,488$1.39M<0.01%-45,99813F-HRTimeline
Aegis Wealth Management, Inc.39,118$1.25M0.98%13F-HRTimeline
FSA Advisors, Inc.37,514$1.2M0.83%-3,71813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,843$1.14M<0.01%+21,00313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,026$1.09M<0.01%+4,24513F-HRTimelineGroup
Focus Financial Network, Inc.30,576$976K0.03%013F-HRTimeline
Kingdom Financial Group LLC.26,615$850K0.26%-1,94513F-HRTimeline
HARBOUR INVESTMENTS, INC.25,026$799K0.02%-6,64813F-HRTimeline
BCGM Wealth Management, LLC25,022$799K0.2%013F-HRTimeline
Blackston Financial Advisory Group, LLC22,895$731K0.44%-1,42613F-HRTimeline
Elevated Capital Advisors, LLC21,973$701K0.16%-2,06613F-HRTimeline
CENTAURUS FINANCIAL, INC.19,778$631K0.03%-9,78013F-HRTimeline
Joseph P. Lucia & Associates, LLC19,612$626K0.23%-4,11813F-HRTimeline
Csenge Advisory Group19,324$617K0.03%-46,40613F-HRTimeline
Avidian Wealth Enterprises, LLC18,293$584K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,251$455K<0.01%+4,18613F-HRTimeline
Quest 10 Wealth Builders, Inc.11,781$376K0.34%+60213F-HRTimeline
First Heartland Consultants, Inc.10,944$349K0.03%-21313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,763$344K0.01%+3,66313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,765$312K<0.01%013F-HRTimelineGroup
Grantvest Financial Group LLC9,522$304K0.19%-3,03413F-HRTimeline
Castle Rock Wealth Management, LLC8,666$277K0.06%013F-HRTimeline
Allegheny Financial Group8,208$262K0.04%-80013F-HRTimeline
Lantern Wealth Advisors, LLC8,134$260K0.14%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,964$254K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,921$253K0.01%+88813F-HRTimeline
PFG Advisors7,654$244K0.01%+60013F-HRTimeline
TAGStone Capital, Inc.7,335$234K0.09%+2713F-HRTimeline
Merit Financial Group, LLC6,667$213K<0.01%-2,90013F-HRTimeline
OLD MISSION CAPITAL LLC6,384$204K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,544$81.2K0.01%-7013F-HRTimeline
LANARK FINANCIAL, INC.2,081$66.4K<0.01%013F-HRTimeline
IFP Advisors, Inc935$29.8K<0.01%-4513F-HRTimeline
Key Capital Management, INC902$28.8K0.03%13F-HRTimeline
Arax Advisory Partners892$28.5K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.758$24.2K0.01%-84213F-HRTimeline
Geneos Wealth Management Inc.482$15.4K<0.01%-2,28413F-HRTimeline
Global Retirement Partners, LLC400$12.8K<0.01%013F-HRTimeline