Vault-13

AIM ETF PRODUCTS TRUST FEBT

ALLIANZIM US EQT · ETP · CUSIP 00888H828

55 institutional holders +22 vs Q1 2026
3,368,2803.4m shares reported held*
$138.6mreported value*
24 new 11 added 11 reduced 2 sold out net bought ≈ $46.0m (+1.1m 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 ≈ $41.14.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 23: 12Q2 23: 14Q3 23: 13Q4 23: 13Q1 24: 26Q2 24: 21Q3 24: 20Q4 24: 24Q1 25: 26Q2 25: 35Q3 25: 31Q4 25: 33Q1 26: 33Q2 26: 5555Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 202312
Q2 202314
Q3 202313
Q4 202313
Q1 202426
Q2 202421
Q3 202420
Q4 202424
Q1 202526
Q2 202535
Q3 202531
Q4 202533
Q1 202633
Q2 202655

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 3 bought or addedQ3 24: 14 cut or sold outQ4 24: 10 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 10 cut or sold outQ2 25: 20 bought or addedQ2 25: 10 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 16 cut or sold outQ4 25: 6 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 12 cut or sold outQ2 26: 35 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024314
Q4 20241010
Q1 20251510
Q2 20252010
Q3 20251116
Q4 2025619
Q1 20262012
Q2 20263513

Biggest buyers

AE Wealth Management LLC Added +946,769+946.8k
FWG Investments, LLC. New +72,521+72.5k
Wellment Financial New +62,476+62.5k
SMART Wealth LLC New +56,854+56.9k
Richmond Brothers, Inc. New +39,690+39.7k
Lloyd Advisory Services, LLC. New +19,641+19.6k
Quest 10 Wealth Builders, Inc. New +19,465+19.5k
FSA Advisors, Inc. New +19,150+19.1k
JPMORGAN CHASE & CO Added +17,607+17.6k
Gradient Investments LLC Added +16,116+16.1k

Biggest sellers

Modern Wealth Management, LLC Reduced -161,532-161.5k
OSAIC HOLDINGS, INC. Reduced -36,684-36.7k
Orion Porfolio Solutions, LLC Sold out -6,432-6.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -6,303-6.3k
A4 Wealth Advisors LLC Reduced -6,119-6.1k
Kestra Advisory Services, LLC Reduced -6,040-6.0k
HARBOUR INVESTMENTS, INC. Reduced -2,812-2.8k
Paladin Wealth, LLC Reduced -640-640
Accurate Wealth Management, LLC Reduced -231-231
LPL Financial LLC Reduced -188-188

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gradient Investments LLC 0.78% of their portfolio ARDEN HILLS, MN 1,378,8091.4m $56.7m $56.7m 0.78% Added +16.1k +16,116
2 AE Wealth Management LLC 0.18% of their portfolio TOPEKA, KS 947,801947.8k $39.0m $39.0m 0.18% Added +946.8k +946,769
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 164,324164.3k $6.8m $6.8m 0.01% Reduced -36.7k -36,684
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 109,042109.0k $4.5m $4.5m 0.01% Reduced -6.3k -6,303
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 91,75391.8k $3.8m $3.8m 0.00% Reduced -188 -188
6 FWG Investments, LLC. 1.58% of their portfolio LEXINGTON, KY 72,52172.5k $3.0m $3.0m 1.58% New
7 Wellment Financial 2.93% of their portfolio ELMHURST, IL 62,47662.5k $2.6m $2.6m 2.93% New
8 SMART Wealth LLC 0.50% of their portfolio Omaha, NE 56,85456.9k $2.3m $2.3m 0.50% New
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,43444.4k $1.8m $1.8m 0.00% Added +4.6k +4,582
10 Richmond Brothers, Inc. 0.85% of their portfolio JACKSON, MI 39,69039.7k $1.6m $1.6m 0.85% New
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 39,54539.5k $1.6m $1.6m 0.00% Added +10.6k +10,625
12 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 33,85833.9k $1.4m $1.4m 0.00% Added +2.6k +2,589
13 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 26,58826.6k $1.1m $1.1m 0.03% Unchanged
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 26,16126.2k $1.1m $1.1m 0.00% Added +2.9k +2,920
15 Lloyd Advisory Services, LLC. 0.31% of their portfolio SUWANEE, GA 19,64119.6k $808.0k $808.0k 0.31% New
16 Quest 10 Wealth Builders, Inc. 0.62% of their portfolio Fuquay-Varina, VA 19,46519.5k $800.8k $800.8k 0.62% New
17 FSA Advisors, Inc. 0.36% of their portfolio TROY, MI 19,15019.1k $787.8k $787.8k 0.36% New
18 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 18,92118.9k $778.4k $778.4k 0.01% Reduced -161.5k -161,532
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,81517.8k $728.3k $728.3k 0.00% Added +17.6k +17,607
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,25017.2k $710.0k $710.0k 0.00% Added +8.6k +8,625
21 Brown Financial Advisors 0.23% of their portfolio MILFORD, OH 15,87515.9k $653.1k $653.1k 0.23% Reduced -175 -175
22 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,76011.8k $483.8k $483.8k 0.01% Reduced -2.8k -2,812
23 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 11,46611.5k $471.7k $471.7k 0.01% New
24 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,04511.0k $454.4k $454.4k 0.00% Unchanged
25 Mattson Financial Services, LLC 0.09% of their portfolio KENTWOOD, MI 10,57510.6k $437.2k $437.2k 0.09% Added +1.3k +1,332
26 Paladin Wealth, LLC 0.24% of their portfolio ARDEN HILLS, MN 9,8769.9k $406.3k $406.3k 0.24% Reduced -640 -640
27 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 7,9367.9k $326.5k $326.5k 0.01% New
28 A4 Wealth Advisors LLC 0.21% of their portfolio HUNTERSVILLE, NC 7,7017.7k $316.8k $316.8k 0.21% Reduced -6.1k -6,119
29 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 7,3687.4k $303.1k $303.1k 0.02% Unchanged
30 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 6,8136.8k $280.3k $280.3k 0.01% Reduced -17 -17
31 Nvest Financial, LLC 0.09% of their portfolio PORTSMOUTH, NH 6,6406.6k $273.2k $273.2k 0.09% Added +135 +135
32 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.03% of their portfolio BLUE BELL, PA 6,6206.6k $272.3k $272.3k 0.03% Added +175 +175
33 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,5266.5k $268.5k $268.5k 0.01% Unchanged
34 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 6,2066.2k $255.3k $255.3k 0.01% New
35 Accurate Wealth Management, LLC 0.02% of their portfolio WESLEY CHAPEL, FL 5,3755.4k $222.6k $222.6k 0.02% Reduced -231 -231
36 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,1905.2k $213.5k $213.5k 0.00% Reduced -6.0k -6,040
37 Allianz SE 0.00% of their portfolio Munich, 2M 5,0005.0k $205.7k $205.7k 0.00% Unchanged
38 TOUNJIAN ADVISORY PARTNERS, LLC 0.07% of their portfolio FORT MYERS, FL 3,7853.8k $155.7k $155.7k 0.07% New
39 Mosley Wealth Management 0.03% of their portfolio ANAHEIM, CA 2,5902.6k $106.6k $106.6k 0.03% New
40 Innovative Asset Advisors Group, LLC 0.04% of their portfolio SHELTON, CT 2,3202.3k $95.4k $95.4k 0.04% New
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,2382.2k $92.1k $92.1k 0.00% New
42 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,6001.6k $65.8k $65.8k 0.00% Unchanged
43 Decker Retirement Planning Inc. 0.02% of their portfolio LEVI, UT 1,4511.5k $59.7k $59.7k 0.02% New
44 Networth Advisors, LLC 0.03% of their portfolio CANONSBURG, PA 1,3721.4k $56.4k $56.4k 0.03% New
45 Kingdom Financial Group LLC. 0.01% of their portfolio PEORIA, AZ 1,3241.3k $54.5k $54.5k 0.01% New
46 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,0281.0k $42.3k $42.3k 0.00% New
47 Key Capital Management, INC 0.02% of their portfolio HENDERSONVILLE, TN 37075, TN 903903 $37.1k $37.1k 0.02% New
48 Elevated Capital Advisors, LLC 0.01% of their portfolio SANDY, UT 515515 $21.2k $21.2k 0.01% New
49 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 400400 $16.5k $16.5k 0.00% New
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 169169 $7.0k $7.0k 0.00% New
51 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 168168 $6.9k $6.9k 0.00% Unchanged
52 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 150150 $6.2k $6.2k 0.00% Unchanged
53 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 102102 $4.2k $4.2k 0.00% New
54 Montgomery Financial Services LLC 0.00% of their portfolio OCEAN CITY, MD 4848 $2.0k $2.0k 0.00% First filing
55 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 4747 $1.9k $1.9k 0.00% New