Vault-13

AIM ETF PRODUCTS TRUST JULU

ALLIANZIM EQ BUF · ETP · CUSIP 00888H570

39 institutional holders -15 vs Q1 2026
2,259,8592.3m shares reported held*
$72.5mreported value*
9 new 5 added 17 reduced 25 sold out net sold ≈ $56.3m (-1.8m 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 ($2.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.09.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 24: 14Q4 24: 19Q1 25: 37Q2 25: 36Q3 25: 43Q4 25: 51Q1 26: 54Q2 26: 3939Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202414
Q4 202419
Q1 202537
Q2 202536
Q3 202543
Q4 202551
Q1 202654
Q2 202639

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 24: 7 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 8 cut or sold outQ2 25: 15 bought or addedQ2 25: 17 cut or sold outQ2 25Q3 25: 24 bought or addedQ3 25: 23 cut or sold outQ4 25: 21 bought or addedQ4 25: 18 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 25 cut or sold outQ2 26: 14 bought or addedQ2 26: 42 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202476
Q1 2025258
Q2 20251517
Q3 20252423
Q4 20252118
Q1 20262325
Q2 20261442

Biggest buyers

Foundations Investment Advisors, LLC New +692,163+692.2k
Allianz SE Added +39,354+39.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +16,051+16.1k
RAYMOND JAMES FINANCIAL INC New +11,481+11.5k
HRT FINANCIAL LP New +8,454+8.5k
RFG Advisory, LLC Added +6,227+6.2k
IFG Advisory, LLC New +3,488+3.5k
Arax Advisory Partners Added +2,537+2.5k
IFP Advisors, Inc Added +1,939+1.9k
Mosley Wealth Management Added +1,643+1.6k

Biggest sellers

AE Wealth Management LLC Reduced -1,486,411-1.5m
Authentikos Wealth Advisory, LLC Sold out -246,061-246.1k
Wellment Financial Sold out -135,571-135.6k
POM Investment Strategies, LLC Reduced -103,497-103.5k
SMART Wealth LLC Sold out -75,360-75.4k
FWG Investments, LLC. Sold out -59,081-59.1k
Outlook Wealth Advisors, LLC Sold out -58,460-58.5k
Golden Reserve Retirement LLC Sold out -42,098-42.1k
FSA Advisors, Inc. Sold out -39,538-39.5k
Integrated Wealth Management Sold out -37,810-37.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Foundations Investment Advisors, LLC 0.23% of their portfolio PHOENIX, AZ 692,163692.2k $22.2m $22.2m 0.23% New
2 Allianz SE 0.15% of their portfolio Munich, 2M 437,176437.2k $14.0m $14.0m 0.15% Added +39.4k +39,354
3 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 263,333263.3k $8.4m $8.4m 0.04% Unchanged
4 RFG Advisory, LLC 0.10% of their portfolio BIRMINGHAM, AL 200,658200.7k $6.4m $6.4m 0.10% Added +6.2k +6,227
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 168,920168.9k $5.4m $5.4m 0.01% Reduced -981 -981
6 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 112,869112.9k $3.6m $3.6m 0.04% Reduced -2.4k -2,449
7 USA FINANCIAL FORMULAS 0.44% of their portfolio ADA, MI 74,63874.6k $2.4m $2.4m 0.44% First filing
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 52,30352.3k $1.7m $1.7m 0.00% Reduced -4.0k -4,008
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,99122.0k $705.6k $705.6k 0.00% Reduced -356 -356
10 NBZ Investment Advisors LLC 0.25% of their portfolio KNOXVILLE, TN 20,30320.3k $651.5k $651.5k 0.25% Reduced -154 -154
11 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 19,06819.1k $611.8k $611.8k 0.00% Reduced -331 -331
12 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 18,95619.0k $608.3k $608.3k 0.00% Reduced -1.5m -1,486,411
13 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 18,07018.1k $580.0k $580.0k 0.00% Unchanged
14 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 17,31117.3k $555.5k $555.5k 0.00% Added +2.5k +2,537
15 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 16,07416.1k $515.8k $515.8k 0.01% Reduced -1.9k -1,917
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,05116.1k $515.0k $515.0k 0.00% New
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,85614.9k $476.7k $476.7k 0.00% Reduced -511 -511
18 Grantvest Financial Group LLC 0.26% of their portfolio MATAWAN, NJ 13,86013.9k $444.7k $444.7k 0.26% Reduced -1.1k -1,077
19 Transcendent Capital Group LLC 0.17% of their portfolio EDMOND, OK 13,43713.4k $431.2k $431.2k 0.17% Reduced -1.2k -1,237
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 11,48111.5k $368.4k $368.4k 0.00% New
21 Elevated Capital Advisors, LLC 0.09% of their portfolio SANDY, UT 10,64610.6k $341.6k $341.6k 0.09% Reduced -9.4k -9,390
22 Range Financial Group LLC 0.08% of their portfolio TIGARD, OR 9,5959.6k $307.9k $307.9k 0.08% Reduced -1.2k -1,200
23 Southland Equity Partners LLC 0.05% of their portfolio WILDWOOD, MO 8,6978.7k $279.1k $279.1k 0.05% Unchanged
24 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,4548.5k $271.0k $271.0k 0.00% New
25 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 6,1306.1k $196.7k $196.7k 0.00% Added +1.9k +1,939
26 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,1114.1k $132.0k $132.0k 0.01% Reduced -230 -230
27 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 3,4883.5k $111.9k $111.9k 0.00% New
28 Mosley Wealth Management 0.02% of their portfolio ANAHEIM, CA 1,8621.9k $59.7k $59.7k 0.02% Added +1.6k +1,643
29 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0001.0k $32.1k $32.1k 0.00% Unchanged
30 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 945945 $30.3k $30.3k 0.00% New
31 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 670670 $21.5k $21.5k 0.00% Reduced -316 -316
32 POM Investment Strategies, LLC 0.01% of their portfolio RALEIGH, NC 281281 $9.0k $9.0k 0.01% Reduced -103.5k -103,497
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 251251 $8.1k $8.1k 0.00% New
34 TOUNJIAN ADVISORY PARTNERS, LLC 0.00% of their portfolio FORT MYERS, FL 107107 $3.4k $3.4k 0.00% New
35 Lloyd Advisory Services, LLC. 0.00% of their portfolio SUWANEE, GA 6464 $2.1k $2.1k 0.00% Reduced -4.2k -4,184
36 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 5959 $1.9k $1.9k 0.00% Unchanged
37 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1616 $514 $514 0.00% New
38 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 1616 $524 $524 0.00% First filing
39 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1313 $417 $417 0.00% Unchanged