Who Owns AIM ETF PRODUCTS TRUST ALLIANZIM (NVBW)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $35.9M of AIM ETF PRODUCTS TRUST ALLIANZIM (NVBW) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($8.4M), AMERICAN ASSET MANAGEMENT INC. ($8.1M), Kestra Advisory Services, LLC ($5.9M), Cambridge Investment Research Advisors, Inc. ($2.7M), Castle Rock Wealth Management, LLC ($2.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$8.4M235,388Trimmed
2AMERICAN ASSET MANAGEMENT INC.$8.1M227,201Trimmed
3Kestra Advisory Services, LLC$5.9M164,946Trimmed
4Cambridge Investment Research Advisors, Inc.$2.7M76,496Trimmed
5Castle Rock Wealth Management, LLC$2.7M74,803Hold
6Spire Wealth Management$2.3M65,228Trimmed
7JIM SAULNIER & ASSOCIATES, LLC$653,32218,344Hold
8Farther Finance Advisors, LLC$636,99517,886Hold
9PFG Advisors$618,31217,361Trimmed
10Focus Financial Network, Inc.$580,98816,313Trimmed
11IFP Advisors, Inc$436,85412,266Hold
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$415,65511,604Hold
13Avidian Wealth Enterprises, LLC$389,02310,923Hold
14DIVERSIFY WEALTH MANAGEMENT, LLC$372,70410,456Hold
15Elevation Wealth Management LLC$371,10910,420Hold
16SAGESPRING WEALTH PARTNERS, LLC$332,3439,332Hold
17Patriot Financial Group Insurance Agency, LLC$257,3547,226Trimmed
18First Heartland Consultants, Inc.$214,4746,022Trimmed
19Allegheny Financial Group$205,1425,760New
20CREATIVE FINANCIAL DESIGNS INC /ADV$184,3085,175Trimmed
21POM Investment Strategies, LLC$106,1332,980Hold
22ST GERMAIN D J CO INC$56,9841,600Hold
23Capital Investment Advisory Services, LLC$29,204820Hold
24DHJJ Financial Advisors, Ltd.$11,753330Hold
25AE Wealth Management LLC$1,67447New

Source: SEC Form 13F filings · as of 2026-06-30