Vault-13

AIM ETF PRODUCTS TRUST SIXZ

ALLIANZIM US EQU · ETP · CUSIP 00888H653

29 institutional holders +18 vs Q3 2025
1,264,5291.3m shares reported held*
$37.4mreported value*
19 new 7 added 0 reduced 3 sold out net bought ≈ $25.7m (+867.6k 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 ≈ $29.62.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q2 24: 4Q3 24: 6Q4 24: 10Q1 25: 11Q2 25: 14Q3 25: 11Q4 25: 2929Q2 24Q4 24Q2 25Q4 25
Numbers
QuarterHolders
Q2 20244
Q3 20246
Q4 202410
Q1 202511
Q2 202514
Q3 202511
Q4 202529

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 5 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 6 bought or addedQ1 25: 4 cut or sold outQ1 25Q2 25: 9 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 9 cut or sold outQ3 25Q4 25: 26 bought or addedQ4 25: 3 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q3 202421
Q4 202452
Q1 202564
Q2 202594
Q3 202559
Q4 2025263

Biggest buyers

AE Wealth Management LLC New +554,950+555.0k
SMART Wealth LLC New +44,213+44.2k
Wellment Financial New +40,793+40.8k
FWG Investments, LLC. New +37,235+37.2k
Cetera Investment Advisers New +30,153+30.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +27,422+27.4k
ENVESTNET ASSET MANAGEMENT INC Added +21,453+21.5k
Allianz SE New +20,780+20.8k
OSAIC HOLDINGS, INC. Added +19,678+19.7k
Patriot Financial Group Insurance Agency, LLC New +13,133+13.1k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -18,232-18.2k
CITADEL ADVISORS LLC Sold out -13,188-13.2k
UBS Group AG Sold out -1,313-1.3k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 554,950555.0k $16.4m $16.4m 0.09% New
2 Allianz Investment Management LLC 3.95% of their portfolio Minneapolis, MN 213,415213.4k $6.3m $6.3m 3.95% First filing
3 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 77,71877.7k $2.3m $2.3m 0.00% Added +19.7k +19,678
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 59,30459.3k $1.8m $1.8m 0.00% Added +27.4k +27,422
5 SMART Wealth LLC 0.40% of their portfolio Omaha, NE 44,21344.2k $1.3m $1.3m 0.40% New
6 Wellment Financial 1.42% of their portfolio ELMHURST, IL 40,79340.8k $1.2m $1.2m 1.42% New
7 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 40,25840.3k $1.2m $1.2m 0.00% Added +6.1k +6,104
8 FWG Investments, LLC. 0.70% of their portfolio LEXINGTON, KY 37,23537.2k $1.1m $1.1m 0.70% New
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 36,01736.0k $1.1m $1.1m 0.00% Added +21.5k +21,453
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 30,15330.2k $892.8k $892.8k 0.00% New
11 Allianz SE 0.01% of their portfolio Munich, 2M 20,78020.8k $615.3k $615.3k 0.01% New
12 Patriot Financial Group Insurance Agency, LLC 0.05% of their portfolio Westborough, MA 13,13313.1k $388.9k $388.9k 0.05% New
13 Secure Asset Management, LLC 0.05% of their portfolio Troy, MI 11,70011.7k $346.4k $346.4k 0.05% New
14 Lloyd Advisory Services, LLC. 0.13% of their portfolio SUWANEE, GA 11,52611.5k $341.3k $341.3k 0.13% New
15 Quest 10 Wealth Builders, Inc. 0.28% of their portfolio Fuquay-Varina, VA 10,63010.6k $314.8k $314.8k 0.28% New
16 FSA Advisors, Inc. 0.21% of their portfolio TROY, MI 10,23310.2k $303.0k $303.0k 0.21% New
17 WORLD EQUITY GROUP, INC. 0.08% of their portfolio SCHAUMBURG, IL 9,8159.8k $297.3k $297.3k 0.08% New
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,5319.5k $282.2k $282.2k 0.00% Added +1.4k +1,355
19 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 8,3058.3k $245.9k $245.9k 0.01% New
20 Comprehensive Financial Consultants Institutional, Inc. 0.06% of their portfolio Bloomington, IN 7,1507.2k $211.7k $211.7k 0.06% New
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,9046.9k $204.4k $204.4k 0.00% New
22 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 3,5213.5k $104.3k $104.3k 0.00% New
23 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,1543.2k $93.4k $93.4k 0.00% Added +1.6k +1,620
24 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,8501.9k $54.8k $54.8k 0.00% Added +260 +260
25 Kingdom Financial Group LLC. 0.01% of their portfolio PEORIA, AZ 1,0071.0k $29.8k $29.8k 0.01% New
26 Networth Advisors, LLC 0.02% of their portfolio CANONSBURG, PA 802802 $23.7k $23.7k 0.02% First filing
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 262262 $7.8k $7.8k 0.00% New
28 Decker Retirement Planning Inc. 0.00% of their portfolio LEVI, UT 153153 $4.5k $4.5k 0.00% New
29 Key Capital Management, INC 0.00% of their portfolio HENDERSONVILLE, TN 37075, TN 1717 $503 $503 0.00% First filing