Vault-13

AIM ETF PRODUCTS TRUST JANU

ALLIANZIM US EQU · ETP · CUSIP 00888H513

30 institutional holders -6 vs Q1 2026
1,872,7101.9m shares reported held*
$56.4mreported value*
3 new 8 added 8 reduced 8 sold out net sold ≈ $14.4m (-477.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q1 25: 24Q2 25: 28Q3 25: 27Q4 25: 30Q1 26: 36Q2 26: 3030Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202524
Q2 202528
Q3 202527
Q4 202530
Q1 202636
Q2 202630

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 25: 15 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 15 cut or sold outQ3 25Q4 25: 12 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 8 cut or sold outQ1 26Q2 26: 11 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025159
Q3 2025915
Q4 20251214
Q1 2026238
Q2 20261116

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +51,486+51.5k
RAYMOND JAMES FINANCIAL INC New +12,083+12.1k
Allianz SE Added +11,630+11.6k
Farther Finance Advisors, LLC New +9,362+9.4k
CREATIVE FINANCIAL DESIGNS INC /ADV Added +9,191+9.2k
RFG Advisory, LLC Added +6,617+6.6k
Arax Advisory Partners Added +6,360+6.4k
Discipline Wealth Solutions, LLC Added +4,961+5.0k
JPMORGAN CHASE & CO New +2,940+2.9k
MML INVESTORS SERVICES, LLC Added +2,177+2.2k

Biggest sellers

VanWeelden Wealth Management, LLC Sold out -226,897-226.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -195,636-195.6k
Authentikos Wealth Advisory, LLC Sold out -96,340-96.3k
OLD MISSION CAPITAL LLC Sold out -35,254-35.3k
OSAIC HOLDINGS, INC. Reduced -11,448-11.4k
Aegis Wealth Management, Inc. Sold out -11,038-11.0k
Kestra Advisory Services, LLC Reduced -7,155-7.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -3,526-3.5k
FMR LLC Sold out -2,260-2.3k
Sound Income Strategies, LLC Sold out -1,387-1.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Allianz SE 0.16% of their portfolio Munich, 2M 503,347503.3k $15.2m $15.2m 0.16% Added +11.6k +11,630
2 Discipline Wealth Solutions, LLC 0.58% of their portfolio GREENVILLE, SC 220,084220.1k $6.6m $6.6m 0.58% Added +5.0k +4,961
3 RFG Advisory, LLC 0.10% of their portfolio BIRMINGHAM, AL 213,359213.4k $6.4m $6.4m 0.10% Added +6.6k +6,617
4 STEPHENS INC /AR/ 0.07% of their portfolio LITTLE ROCK, AR 200,115200.1k $6.0m $6.0m 0.07% Reduced -1.3k -1,329
5 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 142,663142.7k $4.3m $4.3m 0.01% Reduced -7.2k -7,155
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 118,730118.7k $3.6m $3.6m 0.00% Reduced -195.6k -195,636
7 USA FINANCIAL FORMULAS 0.43% of their portfolio ADA, MI 78,38378.4k $2.4m $2.4m 0.43% First filing
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 75,13275.1k $2.3m $2.3m 0.00% Added +51.5k +51,486
9 ARS Wealth Advisors Group, LLC 0.13% of their portfolio St. Petersburg, FL 53,03453.0k $1.6m $1.6m 0.13% Unchanged
10 CREATIVE FINANCIAL DESIGNS INC /ADV 0.06% of their portfolio KOKOMO, IN 40,15840.2k $1.2m $1.2m 0.06% Added +9.2k +9,191
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 36,60136.6k $1.1m $1.1m 0.00% Reduced -3.5k -3,526
12 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,82926.8k $808.4k $808.4k 0.00% Added +428 +428
13 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 24,33524.3k $733.2k $733.2k 0.00% Added +6.4k +6,360
14 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 22,22522.2k $669.6k $669.6k 0.00% Reduced -82 -82
15 Transcendent Capital Group LLC 0.15% of their portfolio EDMOND, OK 12,86012.9k $387.5k $387.5k 0.15% Reduced -1.1k -1,109
16 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,60212.6k $379.7k $379.7k 0.00% Added +2.2k +2,177
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,08312.1k $364.1k $364.1k 0.00% New
18 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9,3629.4k $282.1k $282.1k 0.00% New
19 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 9,2209.2k $277.8k $277.8k 0.02% Unchanged
20 Grantvest Financial Group LLC 0.15% of their portfolio MATAWAN, NJ 8,4478.4k $254.5k $254.5k 0.15% Unchanged
21 NBZ Investment Advisors LLC 0.10% of their portfolio KNOXVILLE, TN 8,4158.4k $253.5k $253.5k 0.10% Unchanged
22 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,0298.0k $241.9k $241.9k 0.00% Unchanged
23 Southland Equity Partners LLC 0.04% of their portfolio WILDWOOD, MO 7,8857.9k $237.6k $237.6k 0.04% Unchanged
24 Visionary Wealth Advisors 0.01% of their portfolio O'FALLON, IL 7,8647.9k $236.9k $236.9k 0.01% Unchanged
25 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 6,6256.6k $200.0k $200.0k 0.01% Unchanged
26 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,8495.8k $176.2k $176.2k 0.00% Reduced -673 -673
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,6424.6k $139.9k $139.9k 0.00% Reduced -11.4k -11,448
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,9402.9k $87.8k $87.8k 0.00% New
29 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 625625 $18.8k $18.8k 0.00% Unchanged
30 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 267267 $8.0k $8.0k 0.00% Unchanged