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Disclosery

SPBU AIM ETF PRODUCTS TRUST

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ALLIANZIM BUF 15 (fund)

37 managers (37 13F filers) reported a position in SPBU shares at 2026-03-31, 4,062,814 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
37
13F filers
37
New
7
Added
18
Reduced
8
Sold out
3
Shares held by filers
4,062,814

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
Savant Capital, LLCin group Savant Capital, LLC1,005,270$27.3M0.13%+282,01313F-HRTimelineGroup
Transcendent Capital Group LLC618,856$16.8M7.66%+46,01713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.339,849$9.23M0.01%+225,81513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC268,466$7.29M0.01%+5,32913F-HRTimeline
OPTIMA CAPITAL LLC252,742$6.87M3.19%+152,77613F-HRTimeline
Cetera Investment Advisers207,000$5.62M0.01%+83,89913F-HRTimeline
Advisory Services Network, LLC204,205$5.55M0.07%+55713F-HRTimeline
Core Wealth Advisors, Inc.184,766$5.02M1.2%+35,99013F-HRTimeline
HARBOUR INVESTMENTS, INC.176,861$4.81M0.07%+40,76813F-HRTimeline
Patriot Financial Group Insurance Agenc…167,588$4.55M0.26%+78,31113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC125,503$3.41M<0.01%+83,19913F-HRTimelineGroup
CGN Advisors LLC88,212$2.4M0.19%-3,55213F-HRTimeline
Allianz SEin group Allianz SE53,132$1.44M0.02%-100,00013F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO47,137$1.28M1.08%+28,84413F-HRTimeline
Madrona Financial Services, LLC31,712$862K0.19%+15,60713F-HRTimeline
Cambridge Investment Research Advisors,…29,214$794K<0.01%-5,78213F-HRTimeline
MML INVESTORS SERVICES, LLC26,408$718K<0.01%-63,45213F-HRTimeline
Capital Investment Advisory Services, L…26,082$709K0.05%+8,18313F-HRTimeline
Guardian Capital, LLC25,335$688K0.66%+12,60513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…25,280$687K0.01%-2,16013F-HRTimelineGroup
SageGuard Financial Group, LLC21,711$590K0.09%new13F-HRTimeline
Strategic Financial Concepts, LLC21,003$571K0.14%new13F-HRTimeline
AE Wealth Management LLC19,868$540K<0.01%+3,44313F-HRTimeline
Discipline Wealth Solutions, LLC16,034$436K0.05%-3213F-HRTimeline
MAI Capital Management14,923$405K<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC14,520$395K0.03%+56013F-HRTimeline
LPL Financial LLC12,561$341K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC12,484$339K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,477$285K<0.01%-34,82213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,146$221K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,785$130K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,730$47K<0.01%+65013F-HRTimeline
Steward Partners Investment Advisory, L…359$9.75K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…352$9.56K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO125$3.32K<0.01%-11313F-HR/ATimelineGroup
Key Capital Management, INC76$2.06K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC42$1.14K<0.01%013F-HRTimeline