Skip to content

SPBU AIM ETF PRODUCTS TRUST

Follow

ALLIANZIM BUF 15 (fund)

33 managers (33 13F filers) reported a position in SPBU shares at 2025-12-31, 3,105,207 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
33
New
9
Added
17
Reduced
2
Sold out
3
Shares held by filers
3,105,207

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
Savant Capital, LLCin group Savant Capital, LLC723,257$20.4M0.12%+332,05313F-HRTimelineGroup
Transcendent Capital Group LLC572,839$16.1M7.3%+41,82213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC263,137$7.41M0.01%+86,67213F-HRTimeline
Advisory Services Network, LLC203,648$5.73M0.08%+195,66413F-HRTimeline
Allianz SEin group Allianz SE153,132$4.31M0.06%new13F-HRTimelineGroup
Core Wealth Advisors, Inc.148,776$4.19M1.09%+12,01813F-HRTimeline
HARBOUR INVESTMENTS, INC.136,093$3.83M0.08%+64,35513F-HRTimeline
Cetera Investment Advisers123,101$3.47M<0.01%+61,86013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,034$3.21M<0.01%new13F-HRTimelineGroup
OPTIMA CAPITAL LLC99,966$2.81M1.22%+32,60013F-HRTimeline
CGN Advisors LLC91,764$2.58M0.2%-41813F-HRTimeline
MML INVESTORS SERVICES, LLC89,860$2.53M0.01%+11,91813F-HRTimeline
Patriot Financial Group Insurance Agenc…89,277$2.51M0.3%+40213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,299$1.28M<0.01%+32,93413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,304$1.19M<0.01%+33,08913F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,996$985K<0.01%+11,34613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…27,440$772K0.01%-19513F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO18,293$515K0.45%13F-HRTimeline
Capital Investment Advisory Services, L…17,899$504K0.04%new13F-HRTimeline
AE Wealth Management LLC16,425$462K<0.01%new13F-HRTimeline
Madrona Financial Services, LLC16,105$453K0.1%new13F-HRTimeline
Discipline Wealth Solutions, LLC16,066$452K0.08%+48713F-HRTimeline
MAI Capital Management14,923$420K<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC13,960$393K0.03%new13F-HRTimeline
Guardian Capital, LLC12,730$358K0.32%13F-HRTimeline
LPL Financial LLC12,561$354K<0.01%+4,16113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,053$85.9K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, Inc.1,535$43.2K<0.01%+90713F-HRTimeline
Lloyd Advisory Services, LLC.1,298$36.5K0.01%new13F-HRTimeline
IFP Advisors, Inc1,080$30.4K<0.01%+98013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO238$6.7K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC76$2.14K<0.01%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC42$1.18K<0.01%013F-HRTimeline