AIM ETF PRODUCTS TRUST SEPU
ALLIANZIM US EQU · ETP · CUSIP 00888H554
25
institutional holders
-2 vs Q3 2025
4.7m
shares reported held*
$136.2mreported value*
5 new
5 added
8 reduced
8 sold out
net bought ≈ $4.2m (+143.6k 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 ≈ $28.94.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 8 |
| Q4 2024 | 10 |
| Q1 2025 | 16 |
| Q2 2025 | 18 |
| Q3 2025 | 27 |
| Q4 2025 | 25 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2024 | 4 | 4 |
| Q1 2025 | 10 | 6 |
| Q2 2025 | 6 | 5 |
| Q3 2025 | 18 | 7 |
| Q4 2025 | 10 | 16 |
Biggest buyers
| Allianz SE | New | +113.5k |
| Gradient Investments LLC | Added | +86.7k |
| OSAIC HOLDINGS, INC. | Added | +29.9k |
| Arax Advisory Partners | New | +17.7k |
| STEPHENS INC /AR/ | Added | +16.8k |
| Paladin Wealth, LLC | Added | +7.2k |
| Cetera Investment Advisers | Added | +3.4k |
| OPTIMA CAPITAL LLC | New | +778 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | New | +147 |
| MORGAN STANLEY | New | +38 |
Biggest sellers
| OLD MISSION CAPITAL LLC | Sold out | -43.7k |
| JANE STREET GROUP, LLC | Sold out | -21.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -19.0k |
| CITADEL ADVISORS LLC | Sold out | -12.6k |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Sold out | -9.9k |
| A4 Wealth Advisors LLC | Reduced | -7.9k |
| Stratos Wealth Advisors, LLC | Reduced | -7.5k |
| BARCLAYS PLC | Sold out | -4.3k |
| Mattson Financial Services, LLC | Reduced | -3.5k |
| Brown Financial Advisors | Reduced | -1.5k |
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Gradient Investments LLC 1.49% of their portfolio | 3.2m $93.6m | Added +86.7k |
| Safe Harbor Wealth Advisors, LLC 10.48% of their portfolio | 375.3k $10.8m | First filing |
| Allianz Investment Management LLC 3.37% of their portfolio | 186.0k $5.4m | First filing |
| Stratos Wealth Advisors, LLC 0.21% of their portfolio | 151.5k $4.4m | Reduced -7.5k |
| ARS Wealth Advisors Group, LLC 0.32% of their portfolio | 123.1k $3.6m | Unchanged |
| STEPHENS INC /AR/ 0.04% of their portfolio | 119.4k $3.5m | Added +16.8k |
| Allianz SE 0.04% of their portfolio | 113.5k $3.3m | New |
| Brown Financial Advisors 1.07% of their portfolio | 101.1k $2.9m | Reduced -1.5k |
| Paladin Wealth, LLC 1.28% of their portfolio | 65.0k $1.9m | Added +7.2k |
| Mattson Financial Services, LLC 0.35% of their portfolio | 52.4k $1.5m | Reduced -3.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 34.3k $994.1k | Added +29.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 29.7k $858.7k | Reduced -19.0k |
| A4 Wealth Advisors LLC 0.66% of their portfolio | 26.4k $763.2k | Reduced -7.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 23.9k $690.7k | Reduced -108 |
| Arax Advisory Partners 0.01% of their portfolio | 17.7k $510.9k | New |
| CENTAURUS FINANCIAL, INC. 0.02% of their portfolio | 14.0k $405.0k | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 11.3k $325.9k | Added +3.4k |
| Copley Financial Group, Inc. 0.17% of their portfolio | 9.3k $270.4k | Reduced -75 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 8.1k $233.3k | Unchanged |
| Cypress Wealth Services, LLC 0.03% of their portfolio | 7.7k $223.6k | Unchanged |
| NBZ Investment Advisors LLC 0.03% of their portfolio | 2.1k $60.3k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 872 $25.2k | Reduced -5 |
| OPTIMA CAPITAL LLC 0.01% of their portfolio | 778 $22.5k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 147 $4.3k | New |
| MORGAN STANLEY 0.00% of their portfolio | 38 $1.1k | New |