AIM ETF Products Trust - JULT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Reduced | 582,601 | 26,145 | 0.42% | 0.45% | 1 | -25,527 | -4.2% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 144,827 | 6,499 | 0.01% | 0.02% | 2 | -138,509 | -48.89% | Q4 2025 | Feb 12, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 124,524 | 5,600 | 5.42% | — | 3 | +124,524 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 117,222 | 5,260 | 0.0% | 0.0% | 4 | +71,300 | 155.26% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 106,628 | 4,785 | 0.01% | 0.01% | 5 | -39,805 | -27.18% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 57,909 | 2,598 | 0.0% | 0.0% | 6 | +2,268 | 4.08% | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 43,198 | 1,938 | 0.19% | 0.28% | 7 | +14,020 | 48.05% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 41,009 | 1,840 | 0.0% | 0.0% | 8 | -848 | -2.03% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,107 | 1,754 | 0.04% | — | 9 | +39,107 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 34,788 | 1,561 | 0.0% | 0.0% | 10 | -396 | -1.13% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 29,178 | 1,309 | 0.0% | 0.0% | 11 | -19,931 | -40.59% | Q4 2025 | Feb 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 26,872 | 1,205 | 0.62% | 0.66% | 12 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 22,883 | 1,027 | 0.05% | 0.05% | 13 | -708 | -3.0% | Q4 2025 | Feb 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 21,644 | 971 | 0.62% | 0.67% | 14 | -424 | -1.92% | Q4 2025 | Feb 02, 2026 |
| Bison Wealth, LLC | History | New | 18,656 | 817 | 0.09% | — | 15 | +18,656 | New | Q4 2025 | Mar 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 16,247 | 729 | 0.04% | 0.05% | 16 | -650 | -3.85% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,061 | 675 | 0.0% | 0.0% | 17 | -39 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Nvest Financial, LLC | History | Added to | 12,639 | 567 | 0.24% | 0.27% | 18 | +1,801 | 16.62% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12,508 | 561 | 0.01% | 0.02% | 19 | -3,003 | -19.36% | Q4 2025 | Feb 09, 2026 |
| Modern Wealth Management, LLC | History | New | 12,008 | 538 | 0.01% | — | 21 | +12,008 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 12,000 | 538 | 0.03% | 0.04% | 20 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,878 | 443 | 0.0% | — | 22 | +9,878 | New | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,647 | 388 | 0.01% | 0.01% | 23 | -322 | -3.59% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,712 | 346 | 0.0% | 0.0% | 24 | +600 | 8.44% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,521 | 339 | 0.0% | 0.0% | 25 | -871 | -10.38% | Q4 2025 | Jan 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 7,112 | 319 | 0.05% | 0.05% | 26 | -72 | -1.0% | Q4 2025 | Feb 09, 2026 |
| Brown Financial Advisors | History | Reduced | 7,070 | 317 | 0.12% | 0.12% | 27 | -432 | -5.76% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,096 | 274 | 0.0% | 0.0% | 28 | +1,262 | 26.11% | Q4 2025 | Feb 05, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 6,074 | 272 | 0.24% | 0.23% | 29 | -168 | -2.69% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,910 | 265 | 0.01% | — | 30 | +5,910 | New | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,523 | 247 | 0.0% | 0.0% | 31 | -612 | -9.98% | Q4 2025 | Feb 13, 2026 |
| Elevation Wealth Management LLC | History | New | 5,320 | 238 | 0.23% | — | 33 | +5,320 | New | Q4 2025 | Feb 12, 2026 |
| Paladin Wealth, LLC | History | Reduced | 5,319 | 238 | 0.16% | 0.18% | 32 | -286 | -5.1% | Q4 2025 | Jan 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,216 | 234 | 0.01% | 0.02% | 34 | -1,962 | -27.33% | Q4 2025 | Jan 26, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 4,954 | 222 | 0.14% | — | 35 | +4,954 | New | Q4 2025 | Apr 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,306 | 103 | 0.0% | 0.0% | 36 | -1,164 | -33.54% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,500 | 67 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ALLIANZ SE | History | New | 1,310 | 58 | 0.0% | — | 38 | +1,310 | New | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,220 | 54 | 0.02% | — | 39 | +1,220 | New | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,000 | 44 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 811 | 36 | 0.0% | 0.0% | 41 | -210 | -20.57% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | No change | 498 | 22 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Mar 31, 2026 |