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Disclosery

SEPW AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

65 managers (65 13F filers) reported a position in SEPW shares at 2026-03-31, 5,891,737 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
65
New
8
Added
15
Reduced
28
Sold out
4
Shares held by filers
5,891,737

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AE Wealth Management LLC2,191,080$69.2M0.37%-2,25513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC547,933$17.3M0.02%-15,90913F-HRTimeline
Authentikos Wealth Advisory, LLC232,044$7.33M4.95%-6,83513F-HRTimeline
POM Investment Strategies, LLC208,741$6.59M8.19%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.183,800$5.81M0.01%-32,77713F-HRTimelineGroup
Allianz SEin group Allianz SE166,299$5.25M0.06%+161,29913F-HRTimelineGroup
Westshore Wealth, LLC158,842$5.02M1.76%-3813F-HRTimeline
Wellment Financial156,527$4.94M6.12%-12913F-HRTimeline
Elevated Capital Advisors, LLC136,529$4.31M1.09%+114,55613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,464$4.31M<0.01%+2,48513F-HRTimelineGroup
AMERICAN ASSET MANAGEMENT INC.134,192$4.24M3.68%-2,12513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC118,350$3.74M1.14%-7,84913F-HRTimeline
Outlook Wealth Advisors, LLC117,474$3.71M0.9%-118,44413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC114,520$3.62M1.49%-5,79713F-HRTimeline
LPL Financial LLC101,626$3.21M<0.01%-75713F-HRTimeline
Integrated Wealth Management99,931$3.16M3.62%+6,10513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management96,835$3.06M0.1%-8813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC76,128$2.4M0.01%+28,51613F-HRTimelineGroup
Networth Advisors, LLC66,853$2.11M1.49%-96613F-HRTimeline
Great Lakes Retirement, Inc.66,603$2.1M0.22%-7,37513F-HRTimeline
Cetera Investment Advisers56,056$1.77M<0.01%-2,05913F-HRTimeline
LifeWealth Investments, LLC54,226$1.71M0.51%-12,32713F-HRTimeline
SMART Wealth LLC53,948$1.7M0.5%+6,18013F-HRTimeline
FSA Advisors, Inc.44,470$1.4M0.93%+6,95613F-HRTimeline
Centennial Advisors, LLC42,980$1.36M1.73%-3,23313F-HRTimeline
Cambridge Investment Research Advisors,…42,081$1.33M<0.01%-1,40713F-HRTimeline
Aegis Wealth Management, Inc.38,360$1.21M0.95%-75813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,674$1.13M<0.01%+1,64813F-HRTimelineGroup
Focus Financial Network, Inc.28,536$901K0.03%-2,04013F-HRTimeline
World Investment Advisors27,565$871K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC27,483$868K0.02%+21,09913F-HRTimeline
BCGM Wealth Management, LLC25,022$790K0.2%013F-HRTimeline
Lloyd Advisory Services, LLC.24,228$765K0.22%-474,97213F-HRTimeline
Kingdom Financial Group LLC.24,228$765K0.22%-2,38713F-HRTimeline
Blackston Financial Advisory Group, LLC23,450$741K0.46%+55513F-HRTimeline
Csenge Advisory Group21,751$687K0.03%+2,42713F-HRTimeline
CENTAURUS FINANCIAL, INC.19,778$625K0.03%013F-HRTimeline
Joseph P. Lucia & Associates, LLC19,612$620K0.22%013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,605$588K0.01%-6,42113F-HRTimeline
Avidian Wealth Enterprises, LLC18,293$578K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,056$412K<0.01%-1,19513F-HRTimeline
Quest 10 Wealth Builders, Inc.11,288$357K0.31%-49313F-HRTimeline
First Heartland Consultants, Inc.10,944$346K0.03%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,749$340K0.01%-1413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,765$308K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC9,389$297K<0.01%+2,72213F-HRTimeline
Castle Rock Wealth Management, LLC8,666$275K0.06%013F-HRTimeline
Grantvest Financial Group LLC8,498$268K0.17%-1,02413F-HRTimeline
Allegheny Financial Group8,208$259K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,115$256K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,921$250K0.01%013F-HR/ATimeline
PFG Advisors7,654$242K0.01%013F-HRTimeline
TAGStone Capital, Inc.7,351$232K0.08%+1613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,864$90.5K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,568$81.1K<0.01%+2413F-HRTimeline
LANARK FINANCIAL, INC.2,081$65.7K<0.01%013F-HRTimeline
Key Capital Management, INC1,192$37.7K0.02%+29013F-HRTimeline
IFP Advisors, Inc935$29.5K<0.01%013F-HRTimeline
Arax Advisory Partners892$28.2K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.666$21K0.01%-9213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC594$18.8K<0.01%new13F-HRTimelineGroup
Mosley Wealth Management503$15.8K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.482$15.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.189$6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG50$1.58K<0.01%new13F-HRTimelineGroup