AIM ETF PRODUCTS TRUST ALLIANZIM US EQUITY BUFFER15 UNCAPPED SE (SEPU)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
30
Reporting holders
$153.4M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $119.9M | 3,858,271 | 1.65% | 4q | +14.5%+$15.2M |
| Allianz SE | $13.9M | 448,284 | 0.15% | 3q | +1.6%+$217.1K |
| STEPHENS INC /AR/ | $4.0M | 128,896 | 0.04% | 8q | -0.7%-$29.1K |
| ARS Wealth Advisors Group, LLC | $3.6M | 117,098 | 0.28% | 8q | -4.3%-$164.5K |
| Paladin Wealth, LLC | $2.4M | 76,110 | 1.38% | 4q | +10.9%+$231.9K |
| Mattson Financial Services, LLC | $1.8M | 57,773 | 0.38% | 4q | +11.8%+$190.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 48,919 | 0.00% | new | NEW |
| Regatta Research & Money Management | $1.4M | 43,638 | 1.28% | new | FIRST |
| Arax Advisory Partners | $1.2M | 38,102 | 0.01% | 3q | +116.0%+$635.6K |
| OSAIC HOLDINGS, INC. | $1.0M | 33,704 | 0.00% | 6q | -1.7%-$17.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $720.5K | 23,192 | 0.00% | 5q | HELD |
| Cetera Investment Advisers | $272.3K | 8,767 | 0.00% | 4q | -27.0%-$100.8K |
| Stratos Wealth Advisors, LLC | $263.3K | 8,475 | 0.01% | 7q | -1.1%-$3.0K |
| Copley Financial Group, Inc. | $262.0K | 8,435 | 0.16% | 4q | -7.5%-$21.3K |
| OLD MISSION CAPITAL LLC | $251.1K | 8,084 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $250.4K | 8,060 | 0.00% | 6q | -6.9%-$18.6K |
| Cypress Wealth Services, LLC | $240.0K | 7,726 | 0.03% | 5q | HELD |
| A4 Wealth Advisors LLC | $210.6K | 6,780 | 0.14% | 4q | -65.1%-$393.5K |
| JPMORGAN CHASE & CO | $81.4K | 2,639 | 0.00% | 2q | +694.9%+$71.2K |
| NBZ Investment Advisors LLC | $56.2K | 1,810 | 0.02% | 4q | -13.1%-$8.5K |
| Integrated Wealth Concepts LLC | $41.8K | 1,346 | 0.00% | new | NEW |
| IFP Advisors, Inc | $26.2K | 842 | 0.00% | 4q | -5.6%-$1.6K |
| AE Wealth Management LLC | $22.7K | 730 | 0.00% | 2q | -99.7%-$7.3M |
| Farther Finance Advisors, LLC | $15.4K | 496 | 0.00% | new | NEW |
| BARCLAYS PLC | $8.4K | 269 | 0.00% | new | NEW |
| COUNTRY TRUST BANK | $4.0K | 128 | 0.00% | new | NEW |
| Mosley Wealth Management | $2.8K | 91 | 0.00% | new | NEW |
| POM Investment Strategies, LLC | $1.7K | 56 | 0.00% | 2q | -99.7%-$645.2K |
| MORGAN STANLEY | $1.2K | 38 | 0.00% | 3q | HELD |
| Luminist Capital LLC | $1.1K | 0 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $435 | 13,989 | 0.02% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 30 | $153.4M | 4,938,759 | 8 | 6 | 12 | 0.0% |
| Q1 2026 | 32 | $133.1M | 4,752,049 | 13 | 7 | 7 | 0.0% |
| Q4 2025 | 24 | $135.8M | 4,692,325 | 6 | 5 | 7 | 0.0% |
| Q3 2025 | 25 | $116.7M | 4,094,421 | 11 | 6 | 5 | 0.0% |
| Q2 2025 | 15 | $14.6M | 545,408 | 1 | 3 | 5 | 0.0% |
| Q1 2025 | 14 | $13.1M | 528,596 | 7 | 2 | 4 | 0.0% |
| Q4 2024 | 9 | $12.5M | 485,335 | 3 | 0 | 2 | 0.0% |
| Q3 2024 | 7 | $12.8M | 505,583 | 7 | 0 | 0 | 0.0% |