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Disclosery

SPBU AIM ETF PRODUCTS TRUST

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ALLIANZIM BUF 15 (fund)

45 managers (45 13F filers) reported a position in SPBU shares at 2026-06-30, 4,402,479 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
45
13F filers
45
New
11
Added
20
Reduced
7
Sold out
4
Shares held by filers
4,402,479

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Savant Capital, LLC1,216,249$36.8M0.11%+210,97913F-HRTimeline
Transcendent Capital Group LLC632,250$19.1M7.44%+13,39413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC263,974$7.98M0.01%-4,49213F-HRTimeline
OPTIMA CAPITAL LLC261,390$7.9M3.12%+8,64813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.252,150$7.62M0.01%-87,69913F-HRTimelineGroup
Cetera Investment Advisers245,920$7.44M0.01%+38,92013F-HRTimeline
Advisory Services Network, LLC203,241$6.15M0.07%-96413F-HRTimeline
Core Wealth Advisors, Inc.197,846$5.98M1.2%+13,08013F-HRTimeline
HARBOUR INVESTMENTS, INC.191,804$5.8M0.08%+14,94313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC154,571$4.67M<0.01%+29,06813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…114,564$3.46M0.36%-53,02413F-HRTimeline
CGN Advisors LLC89,480$2.71M0.2%+1,26813F-HRTimeline
VIMA LLC65,164$1.97M1.92%13F-HRTimeline
Stonebridge Financial Group, LLC / MO46,589$1.41M0.94%-54813F-HRTimeline
Cambridge Investment Research Advisors,…46,055$1.39M<0.01%+16,84113F-HR/ATimeline
MML INVESTORS SERVICES, LLC41,991$1.27M<0.01%+15,58313F-HRTimeline
SageGuard Financial Group, LLC31,863$964K0.14%+10,15213F-HRTimeline
Madrona Financial Services, LLC31,712$959K0.18%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…28,486$861K0.01%+3,20613F-HRTimelineGroup
Capital Investment Advisory Services, L…28,015$847K0.05%+1,93313F-HRTimeline
AE Wealth Management LLC27,057$818K<0.01%+7,18913F-HRTimeline
RFG Advisory, LLC26,888$813K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…24,516$741K<0.01%+24,15713F-HRTimeline
Guardian Capital, LLC21,635$654K0.54%-3,70013F-HRTimeline
Strategic Financial Concepts, LLC21,003$635K0.19%013F-HRTimeline
Discipline Wealth Solutions, LLC17,185$520K0.05%+1,15113F-HRTimeline
MAI Capital Management14,923$451K<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC14,520$439K0.03%013F-HRTimeline
LPL Financial LLC12,561$380K<0.01%013F-HRTimeline
NewEdge Advisors, LLC11,990$363K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,131$306K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC10,130$306K0.01%+5,34513F-HRTimelineGroup
Envision Financial Transparency, LLC9,221$279K0.24%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,100$215K<0.01%new13F-HRTimeline
Accurate Wealth Management, LLC6,979$212K0.02%new13F-HRTimeline
SMITH, MOORE & CO.6,950$210K0.01%new13F-HRTimeline
Allianz SEin group Allianz SE5,000$151K<0.01%-48,13213F-HRTimelineGroup
Mosley Wealth Management3,826$116K0.04%new13F-HRTimeline
Arax Advisory Partners3,316$100K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,731$52.3K<0.01%+113F-HRTimeline
Lloyd Advisory Services, LLC.1,025$31K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO989$29.6K<0.01%+86413F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS335$10.1K<0.01%new13F-HRTimeline
Key Capital Management, INC112$3.39K<0.01%+3613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC42$1.27K<0.01%013F-HRTimeline