Vault-13

AIM ETF PRODUCTS TRUST SEPU

ALLIANZIM US EQU · ETP · CUSIP 00888H554

32 institutional holders -1 vs Q1 2026
5,057,6095.1m shares reported held*
$157.1mreported value*
8 new 7 added 13 reduced 10 sold out net bought ≈ $7.7m (+247.9k 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 ≈ $31.07.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 24: 8Q4 24: 10Q1 25: 16Q2 25: 18Q3 25: 27Q4 25: 25Q1 26: 33Q2 26: 3232Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20248
Q4 202410
Q1 202516
Q2 202518
Q3 202527
Q4 202525
Q1 202633
Q2 202632

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 24: 4 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 6 cut or sold outQ2 25: 6 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 7 cut or sold outQ4 25: 10 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 12 cut or sold outQ2 26: 15 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202444
Q1 2025106
Q2 202565
Q3 2025187
Q4 20251016
Q1 20262012
Q2 20261523

Biggest buyers

Gradient Investments LLC Added +489,340+489.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +48,919+48.9k
Arax Advisory Partners Added +20,460+20.5k
OLD MISSION CAPITAL LLC New +8,084+8.1k
Paladin Wealth, LLC Added +7,464+7.5k
Allianz SE Added +6,990+7.0k
Mattson Financial Services, LLC Added +6,113+6.1k
Brown Financial Advisors Added +4,571+4.6k
JPMORGAN CHASE & CO Added +2,307+2.3k
Integrated Wealth Concepts LLC New +1,346+1.3k

Biggest sellers

AE Wealth Management LLC Reduced -233,864-233.9k
Wellment Financial Sold out -25,078-25.1k
POM Investment Strategies, LLC Reduced -20,764-20.8k
A4 Wealth Advisors LLC Reduced -12,668-12.7k
SMART Wealth LLC Sold out -12,201-12.2k
Outlook Wealth Advisors, LLC Sold out -11,788-11.8k
FWG Investments, LLC. Sold out -9,879-9.9k
Networth Advisors, LLC Sold out -6,391-6.4k
ARS Wealth Advisors Group, LLC Reduced -5,296-5.3k
Quest 10 Wealth Builders, Inc. Sold out -3,322-3.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gradient Investments LLC 1.65% of their portfolio ARDEN HILLS, MN 3,858,2713.9m $119.9m $119.9m 1.65% Added +489.3k +489,340
2 Allianz SE 0.15% of their portfolio Munich, 2M 448,284448.3k $13.9m $13.9m 0.15% Added +7.0k +6,990
3 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 128,896128.9k $4.0m $4.0m 0.04% Reduced -937 -937
4 ARS Wealth Advisors Group, LLC 0.28% of their portfolio St. Petersburg, FL 117,098117.1k $3.6m $3.6m 0.28% Reduced -5.3k -5,296
5 Brown Financial Advisors 1.14% of their portfolio MILFORD, OH 104,861104.9k $3.3m $3.3m 1.14% Added +4.6k +4,571
6 Paladin Wealth, LLC 1.38% of their portfolio ARDEN HILLS, MN 76,11076.1k $2.4m $2.4m 1.38% Added +7.5k +7,464
7 Mattson Financial Services, LLC 0.38% of their portfolio KENTWOOD, MI 57,77357.8k $1.8m $1.8m 0.38% Added +6.1k +6,113
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 48,91948.9k $1.5m $1.5m 0.00% New
9 Regatta Research & Money Management 1.28% of their portfolio METAIRIE, LA 43,63843.6k $1.4m $1.4m 1.28% First filing
10 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 38,10238.1k $1.2m $1.2m 0.01% Added +20.5k +20,460
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 33,70433.7k $1.0m $1.0m 0.00% Reduced -571 -571
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,19223.2k $720.5k $720.5k 0.00% Reduced -109 -109
13 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 13,98914.0k $435.0k $435.0k 0.02% Unchanged
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,7678.8k $272.3k $272.3k 0.00% Reduced -3.2k -3,246
15 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 8,4758.5k $263.3k $263.3k 0.01% Reduced -95 -95
16 Copley Financial Group, Inc. 0.16% of their portfolio SAN DIEGO, CA 8,4358.4k $262.0k $262.0k 0.16% Reduced -687 -687
17 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 8,0848.1k $251.1k $251.1k 0.01% New
18 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,0608.1k $250.4k $250.4k 0.00% Reduced -600 -600
19 Cypress Wealth Services, LLC 0.03% of their portfolio PALM DESERT, CA 7,7267.7k $240.0k $240.0k 0.03% Unchanged
20 A4 Wealth Advisors LLC 0.14% of their portfolio HUNTERSVILLE, NC 6,7806.8k $210.6k $210.6k 0.14% Reduced -12.7k -12,668
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,6392.6k $81.4k $81.4k 0.00% Added +2.3k +2,307
22 NBZ Investment Advisors LLC 0.02% of their portfolio KNOXVILLE, TN 1,8101.8k $56.2k $56.2k 0.02% Reduced -273 -273
23 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,3461.3k $41.8k $41.8k 0.00% New
24 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 842842 $26.2k $26.2k 0.00% Reduced -50 -50
25 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 730730 $22.7k $22.7k 0.00% Reduced -233.9k -233,864
26 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 496496 $15.4k $15.4k 0.00% New
27 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 269269 $8.4k $8.4k 0.00% New
28 COUNTRY TRUST BANK 0.00% of their portfolio Bloomington, IL 128128 $4.0k $4.0k 0.00% New
29 Mosley Wealth Management 0.00% of their portfolio ANAHEIM, CA 9191 $2.8k $2.8k 0.00% New
30 POM Investment Strategies, LLC 0.00% of their portfolio RALEIGH, NC 5656 $1.7k $1.7k 0.00% Reduced -20.8k -20,764
31 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3838 $1.2k $1.2k 0.00% Unchanged
32 Luminist Capital LLC 0.00% of their portfolio GRAND RAPIDS, MI 00 $1.1k $1.1k 0.00% New