AIM ETF Products Trust - JULT
Detailed investor-level table based on 13F positions.
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 | Added to | 589,481 | 25,913 | 0.4% | 0.42% | 1 | +6,880 | 1.18% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 127,994 | 5,626 | 0.01% | 0.01% | 2 | -16,833 | -11.62% | Q1 2026 | Apr 27, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 124,524 | 5,600 | 5.42% | 5.42% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 105,970 | 4,658 | 0.0% | 0.0% | 4 | -11,252 | -9.6% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 93,697 | 4,118 | 0.01% | 0.01% | 5 | -12,931 | -12.13% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 57,366 | 2,521 | 0.0% | 0.0% | 6 | -543 | -0.94% | Q1 2026 | May 06, 2026 |
| Rothschild Wealth LLC | History | Added to | 45,504 | 2,000 | 0.18% | 0.19% | 7 | +2,306 | 5.34% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 40,100 | 1,762 | 0.0% | 0.0% | 8 | -909 | -2.22% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 34,831 | 1,531 | 0.0% | 0.0% | 9 | +43 | 0.12% | Q1 2026 | May 04, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 26,872 | 1,181 | 0.57% | 0.62% | 10 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 25,845 | 1,136 | 0.0% | 0.0% | 11 | -3,333 | -11.42% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 22,812 | 1,003 | 0.05% | 0.05% | 12 | -71 | -0.31% | Q1 2026 | May 18, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 21,411 | 941 | 0.61% | 0.62% | 13 | -233 | -1.08% | Q1 2026 | May 11, 2026 |
| Bison Wealth, LLC | History | No change | 18,656 | 879 | 0.08% | 0.09% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 13,829 | 607 | 0.03% | 0.04% | 15 | -2,418 | -14.88% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,758 | 604 | 0.0% | 0.0% | 16 | -1,303 | -8.65% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 12,890 | 566 | 0.01% | 0.04% | 17 | -26,217 | -67.04% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 12,000 | 544 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nvest Financial, LLC | History | Reduced | 12,281 | 539 | 0.2% | 0.24% | 19 | -358 | -2.83% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,004 | 484 | 0.0% | 0.0% | 20 | +4,908 | 80.51% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 10,645 | 470 | 0.01% | 0.01% | 21 | -1,363 | -11.35% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,919 | 436 | 0.0% | 0.0% | 22 | +4,396 | 79.59% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,705 | 382 | 0.01% | 0.01% | 23 | -3,803 | -30.4% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,681 | 381 | 0.01% | 0.01% | 24 | +2,202 | 33.99% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,647 | 380 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,062 | 310 | 0.0% | 0.0% | 26 | -650 | -8.43% | Q1 2026 | May 05, 2026 |
| Brown Financial Advisors | History | Reduced | 6,906 | 303 | 0.11% | 0.12% | 27 | -164 | -2.32% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 6,610 | 290 | 0.04% | 0.05% | 28 | -502 | -7.06% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,910 | 259 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,778 | 255 | 0.0% | 0.0% | 30 | -1,743 | -23.18% | Q1 2026 | Apr 08, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 5,688 | 250 | 0.2% | 0.24% | 31 | -386 | -6.35% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,312 | 233 | 0.01% | 0.01% | 32 | +96 | 1.84% | Q1 2026 | Apr 15, 2026 |
| Elevation Wealth Management LLC | History | No change | 5,320 | 233 | 0.21% | 0.23% | 33 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 4,907 | 228 | 0.12% | 0.14% | 34 | -47 | -0.95% | Q1 2026 | May 18, 2026 |
| Paladin Wealth, LLC | History | Reduced | 4,558 | 200 | 0.14% | 0.16% | 35 | -761 | -14.31% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,397 | 103 | 0.0% | 0.0% | 36 | +91 | 3.95% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,639 | 72 | 0.0% | 0.0% | 37 | +139 | 9.27% | Q1 2026 | Apr 13, 2026 |
| ALLIANZ SE | History | No change | 1,310 | 57 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,220 | 53 | 0.02% | — | 40 | +1,220 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,220 | 53 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,000 | 43 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 766 | 33 | 0.0% | 0.0% | 42 | -45 | -5.55% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | No change | 498 | 21 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 142 | 6 | 0.0% | — | 44 | +142 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,878 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 05, 2026 |