Vault-13

AIM ETF PRODUCTS TRUST NVBW

ALLIANZIM US EQT · ETP · CUSIP 00888H844

45 institutional holders +2 vs Q4 2025
2,082,4812.1m shares reported held*
$69.3mreported value*
8 new 9 added 16 reduced 5 sold out net bought ≈ $4.0m (+120.9k 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 ≈ $33.30.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 22: 19Q1 23: 18Q2 23: 19Q3 23: 16Q4 23: 26Q1 24: 23Q2 24: 25Q3 24: 23Q4 24: 37Q1 25: 38Q2 25: 39Q3 25: 36Q4 25: 43Q1 26: 4545Q4 22Q3 23Q2 24Q1 25Q1 26
Numbers
QuarterHolders
Q4 202219
Q1 202318
Q2 202319
Q3 202316
Q4 202326
Q1 202423
Q2 202425
Q3 202423
Q4 202437
Q1 202538
Q2 202539
Q3 202536
Q4 202543
Q1 202645

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 9 bought or addedQ2 24: 11 cut or sold outQ3 24: 4 bought or addedQ3 24: 15 cut or sold outQ3 24Q4 24: 24 bought or addedQ4 24: 8 cut or sold outQ1 25: 7 bought or addedQ1 25: 17 cut or sold outQ1 25Q2 25: 8 bought or addedQ2 25: 18 cut or sold outQ3 25: 12 bought or addedQ3 25: 20 cut or sold outQ3 25Q4 25: 29 bought or addedQ4 25: 12 cut or sold outQ1 26: 17 bought or addedQ1 26: 21 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024911
Q3 2024415
Q4 2024248
Q1 2025717
Q2 2025818
Q3 20251220
Q4 20252912
Q1 20261721

Biggest buyers

Allianz SE Added +151,274+151.3k
OLD MISSION CAPITAL LLC Added +27,798+27.8k
World Investment Advisors New +24,359+24.4k
Kestra Advisory Services, LLC Added +23,817+23.8k
DIVERSIFY WEALTH MANAGEMENT, LLC New +10,456+10.5k
Cambridge Investment Research Advisors, Inc. Added +9,266+9.3k
Patriot Financial Group Insurance Agency, LLC Added +7,226+7.2k
AMERIPRISE FINANCIAL INC New +6,313+6.3k
Foundations Investment Advisors, LLC New +6,184+6.2k
Cetera Investment Advisers Added +2,998+3.0k

Biggest sellers

ACCESS FINANCIAL SERVICES, INC. Sold out -29,170-29.2k
OSAIC HOLDINGS, INC. Reduced -28,718-28.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -23,324-23.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -20,940-20.9k
CITADEL ADVISORS LLC Sold out -11,846-11.8k
Diversify Advisory Services, LLC Sold out -10,455-10.5k
PFG Advisors Reduced -9,274-9.3k
JANE STREET GROUP, LLC Sold out -6,342-6.3k
HARBOUR INVESTMENTS, INC. Reduced -5,050-5.0k
AMERICAN ASSET MANAGEMENT INC. Reduced -3,920-3.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 240,251240.3k $8.0m $8.0m 0.01% Reduced -20.9k -20,940
2 AMERICAN ASSET MANAGEMENT INC. 6.66% of their portfolio Boca Raton, FL 230,398230.4k $7.7m $7.7m 6.66% Reduced -3.9k -3,920
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 205,340205.3k $6.8m $6.8m 0.01% Added +3.0k +2,998
4 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 175,730175.7k $5.8m $5.8m 0.02% Added +23.8k +23,817
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 161,928161.9k $5.4m $5.4m 0.01% Reduced -28.7k -28,718
6 Allianz SE 0.06% of their portfolio Munich, 2M 156,274156.3k $5.2m $5.2m 0.06% Added +151.3k +151,274
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 143,977144.0k $4.8m $4.8m 0.00% Reduced -3.5k -3,509
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 102,807102.8k $3.4m $3.4m 0.00% Added +1.5k +1,454
9 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 77,69277.7k $2.6m $2.6m 0.01% Added +9.3k +9,266
10 Castle Rock Wealth Management, LLC 0.54% of their portfolio WALNUT CREEK, CA 74,80374.8k $2.5m $2.5m 0.54% Unchanged
11 PFG Advisors 0.11% of their portfolio Phoenix, AZ 68,22768.2k $2.3m $2.3m 0.11% Reduced -9.3k -9,274
12 Spire Wealth Management 0.08% of their portfolio MCLEAN, VA 66,07966.1k $2.2m $2.2m 0.08% Reduced -62 -62
13 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 41,03541.0k $1.4m $1.4m 0.02% Reduced -5.0k -5,050
14 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 36,68436.7k $1.2m $1.2m 0.03% Added +27.8k +27,798
15 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 24,35924.4k $810.8k $810.8k 0.01% New
16 Tyche Wealth Partners LLC 0.12% of their portfolio PLANO, TX 24,29024.3k $808.5k $808.5k 0.12% Reduced -400 -400
17 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 22,87922.9k $761.0k $761.0k 0.04% Unchanged
18 JIM SAULNIER & ASSOCIATES, LLC 0.30% of their portfolio FORT COLLINS, CO 18,34418.3k $610.6k $610.6k 0.30% Unchanged
19 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 17,88617.9k $597.6k $597.6k 0.01% Unchanged
20 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 16,49816.5k $549.1k $549.1k 0.02% Added +610 +610
21 Patriot Financial Group Insurance Agency, LLC 0.03% of their portfolio Westborough, MA 14,45214.5k $481.0k $481.0k 0.03% Added +7.2k +7,226
22 Joseph P. Lucia & Associates, LLC 0.15% of their portfolio Yorktown Heights, NY 12,71912.7k $423.3k $423.3k 0.15% Unchanged
23 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 12,26612.3k $408.3k $408.3k 0.01% Reduced -872 -872
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,60411.6k $388.1k $388.1k 0.00% Unchanged
25 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 10,92310.9k $363.6k $363.6k 0.01% Unchanged
26 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 10,45610.5k $363.1k $363.1k 0.01% New
27 Elevation Wealth Management LLC 0.32% of their portfolio EDEN PRAIRIE, MN 10,42010.4k $346.8k $346.8k 0.32% Reduced -400 -400
28 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,6099.6k $319.8k $319.8k 0.00% Reduced -129 -129
29 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 9,3329.3k $310.6k $310.6k 0.01% Reduced -588 -588
30 Grantvest Financial Group LLC 0.19% of their portfolio MATAWAN, NJ 8,9999.0k $299.5k $299.5k 0.19% Unchanged
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,2798.3k $275.6k $275.6k 0.00% Reduced -23.3k -23,324
32 Taylor Securities Services, Inc. 0.11% of their portfolio HARRISBURG, PA 6,7596.8k $225.0k $225.0k 0.11% Unchanged
33 Advus Financial Partners, LLC 0.06% of their portfolio WINTER PARK, FL 6,7376.7k $224.2k $224.2k 0.06% Unchanged
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,5936.6k $219.4k $219.4k 0.00% Added +400 +400
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,3136.3k $210.1k $210.1k 0.00% New
36 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,1846.2k $205.8k $205.8k 0.00% New
37 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 6,1646.2k $205.2k $205.2k 0.02% Reduced -59 -59
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,0506.0k $198.6k $198.6k 0.00% Reduced -926 -926
39 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 5,1895.2k $172.7k $172.7k 0.01% Reduced -347 -347
40 POM Investment Strategies, LLC 0.12% of their portfolio RALEIGH, NC 2,9803.0k $99.2k $99.2k 0.12% New
41 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 2,0422.0k $68.0k $68.0k 0.01% Unchanged
42 ST GERMAIN D J CO INC 0.00% of their portfolio SPRINGFIELD, MA 1,6001.6k $53.3k $53.3k 0.00% New
43 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 820820 $27.3k $27.3k 0.00% New
44 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 330330 $11.0k $11.0k 0.00% Unchanged
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 180180 $6.0k $6.0k 0.00% New