Funds holding ALLIANZIM US EQ BUFFER20 SEP
ISIN US00888H6870 · United States · LEI 549300EUOF3LG63LV452
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 5.9M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AllianzIM Buffer20 Allocation ETF AIM ETF Products Trust | 179,239 | 5.9M $ | 8.33 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| AllianzIM Buffer20 Allocation ETF AIM ETF Products Trust | 8.33 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 179,239 | +35.1 % |
| 2026Q1 | 1 | 0 | 132,642 | +23.2 % |
| 2025Q4 | 1 | 0 | 107,626 | -0.0 % |
| 2025Q3 | 1 | 0 | 107,647 | +36.4 % |
| 2025Q2 | 1 | 0 | 78,946 | +51.7 % |
| 2025Q1 | 1 | 52,037 |
Institutional managers
65 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| AE Wealth Management LLC | 2,191,080 | 69.2M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 547,933 | 17.3M $ | as of Mar 31, 2026 |
| Authentikos Wealth Advisory, LLC | 232,044 | 7.3M $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 208,741 | 6.6M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 183,800 | 5.8M $ | as of Mar 31, 2026 |
| Allianz SE | 166,299 | 5.3M $ | as of Mar 31, 2026 |
| Westshore Wealth, LLC | 158,842 | 5M $ | as of Mar 31, 2026 |
| Wellment Financial | 156,527 | 4.9M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 136,529 | 4.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 136,464 | 4.3M $ | as of Mar 31, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | 134,192 | 4.2M $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 118,350 | 3.7M $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 117,474 | 3.7M $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 114,520 | 3.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 101,626 | 3.2M $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 99,931 | 3.2M $ | as of Mar 31, 2026 |
| Spire Wealth Management | 96,835 | 3.1M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 76,128 | 2.4M $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 66,853 | 2.1M $ | as of Mar 31, 2026 |
| Great Lakes Retirement, Inc. | 66,603 | 2.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 56,056 | 1.8M $ | as of Mar 31, 2026 |
| LifeWealth Investments, LLC | 54,226 | 1.7M $ | as of Mar 31, 2026 |
| SMART Wealth LLC | 53,948 | 1.7M $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 44,470 | 1.4M $ | as of Mar 31, 2026 |
| Centennial Advisors, LLC | 42,980 | 1.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding ALLIANZIM US EQ BUFFER20 SEP". https://titelia.com/en/stocks/allianzim-us-eq-buffer20-sep-US00888H6870