DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

SEPW

AIM ETF PRODUCTS TRUST ALLIANZ

69 institutions still hold AIM ETF PRODUCTS TRUST ALLIANZ as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888h687·69 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 7.2%

vs prior quarter

13F value held

$162M

55.0% inst. owned

of float

Holders

69

-33 QoQ

filers reporting

Activity

+62 / −98

+931 added · −825 reduced

this quarter

Concentration

42.77%

AE Wealth Management LLC #1

top holder share

AI Holders Summary · Q1 2026

69 institutions reported SEPW in Q1 2026. AE Wealth Management LLC leads at 42.8% of the visible book. -33 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

AE Wealth Management LLC

$69M2.2M0.37%Q1 2026 02

COMMONWEALTH EQUITY SERVICES, LLC

$17M548K0.02%Q1 2026 03

Authentikos Wealth Advisory, LLC

$7M232K4.95%Q1 2026 04

POM Investment Strategies, LLC

$7M209K8.19%Q1 2026 05

OSAIC HOLDINGS, INC.

$6M184K0.01%Q1 2026 06

$5M166K0.06%Q1 2026 07

Westshore Wealth, LLC

$5M159K1.76%Q1 2026 08

FSR Wealth Management Ltd.

$5M157K6.12%Q1 2026 09

Elevated Capital Advisors, LLC

$4M137K1.09%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

$4M136K0.00%Q1 2026 11

AMERICAN ASSET MANAGEMENT INC.

$4M134K3.68%Q1 2026 12

B.O.S.S. Retirement Advisors, LLC

$4M118K1.14%Q1 2026 13

Outlook Wealth Advisors, LLC

$4M117K0.90%Q1 2026 14

HOWARD BAILEY SECURITIES, LLC

$4M115K1.49%Q1 2026 15

LPL Financial LLC

$3M102K0.00%Q1 2026 16

Integrated Wealth Management

$3M100K3.62%Q1 2026 17

Spire Wealth Management

$3M97K0.10%Q1 2026 18

OPPENHEIMER & CO INC

$2M78K0.04%Q4 2025 19

Kestra Advisory Services, LLC

$2M76K0.01%Q1 2026 20

Networth Advisors, LLC

$2M67K1.49%Q1 2026

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