AIM ETF Products Trust - JULU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Added to | 1,493,114 | 44,360 | 0.25% | 0.28% | 1 | +3,420 | 0.23% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 375,782 | 11,164 | 0.06% | 0.06% | 2 | -3,528 | -0.93% | Q4 2025 | Jan 29, 2026 |
| ALLIANZ INVESTMENT MANAGEMENT LLC | History | New | 287,052 | 8,528 | 5.34% | — | 3 | +287,052 | New | Q4 2025 | Feb 11, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 254,426 | 7,558 | 5.0% | 5.12% | 4 | -10,289 | -3.89% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Reduced | 191,680 | 5,694 | 0.11% | 0.12% | 5 | -9,598 | -4.77% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 171,019 | 5,080 | 0.01% | 0.01% | 6 | -9,882 | -5.46% | Q4 2025 | Feb 12, 2026 |
| FSR Wealth Management Ltd. | History | Reduced | 136,577 | 4,057 | 4.77% | 4.8% | 7 | -2,097 | -1.51% | Q4 2025 | Jan 27, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 116,556 | 3,462 | 0.78% | 0.44% | 8 | +55,974 | 92.39% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 115,768 | 3,439 | 0.04% | 0.04% | 9 | +16,117 | 16.17% | Q4 2025 | Feb 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 84,254 | 2,503 | 0.97% | 0.75% | 10 | +29,868 | 54.92% | Q4 2025 | Feb 06, 2026 |
| SMART Wealth LLC | History | New | 79,311 | 2,356 | 0.72% | — | 11 | +79,311 | New | Q4 2025 | Jan 26, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 69,897 | 2,076 | 0.38% | 0.43% | 12 | -14,420 | -17.1% | Q4 2025 | Jan 14, 2026 |
| FWG Investments, LLC. | History | Added to | 58,176 | 1,728 | 1.1% | 1.15% | 13 | +1,094 | 1.92% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57,533 | 1,709 | 0.0% | 0.0% | 14 | -3,000 | -4.96% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 54,549 | 1,620 | 0.0% | 0.0% | 15 | +7,303 | 15.46% | Q4 2025 | Feb 10, 2026 |
| FSA Advisors, Inc. | History | Added to | 34,913 | 1,037 | 0.72% | 0.77% | 16 | +1,759 | 5.31% | Q4 2025 | Feb 02, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 34,335 | 1,020 | 0.19% | 0.11% | 17 | +19,836 | 136.81% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Management | History | New | 33,805 | 1,004 | 1.13% | — | 18 | +33,805 | New | Q4 2025 | Mar 03, 2026 |
| Networth Advisors, LLC | History | New | 32,939 | 978 | 0.72% | — | 19 | +32,939 | New | Q4 2025 | Jan 22, 2026 |
| Csenge Advisory Group | History | Added to | 28,809 | 855 | 0.04% | 0.04% | 20 | +1,106 | 3.99% | Q4 2025 | Feb 06, 2026 |
| Aegis Wealth Management, Inc. | History | New | 24,894 | 739 | 0.58% | — | 21 | +24,894 | New | Q4 2025 | Feb 05, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 24,323 | 722 | 0.28% | 0.24% | 22 | -3,972 | -14.04% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,024 | 684 | 0.0% | 0.0% | 23 | -809 | -3.39% | Q4 2025 | Feb 11, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 21,599 | 641 | 0.41% | 0.45% | 24 | -919 | -4.08% | Q4 2025 | Feb 02, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 21,306 | 633 | 0.2% | 0.21% | 25 | -699 | -3.18% | Q4 2025 | Jan 26, 2026 |
| NBZ Investment Advisors LLC | History | No change | 20,457 | 607 | 0.26% | 0.31% | 26 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 19,470 | 578 | 0.52% | 0.52% | 27 | +34 | 0.17% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,077 | 566 | 0.0% | 0.0% | 28 | -209 | -1.08% | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 19,035 | 565 | 0.18% | 0.24% | 29 | -14,815 | -43.77% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 18,070 | 537 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 17,548 | 521 | 0.24% | 0.59% | 31 | -27,853 | -61.35% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 16,144 | 479 | 0.0% | 0.0% | 32 | +467 | 2.98% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 14,851 | 441 | 0.01% | — | 33 | +14,851 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 14,774 | 438 | 0.01% | — | 34 | +14,774 | New | Q4 2025 | Feb 13, 2026 |
| Range Financial Group LLC | History | Added to | 13,713 | 407 | 0.14% | 0.14% | 35 | +320 | 2.39% | Q4 2025 | Jan 15, 2026 |
| Atria Investments, Inc | History | No change | 12,999 | 386 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 12,812 | 380 | 0.23% | 0.2% | 37 | +1,367 | 11.94% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,315 | 365 | 0.0% | 0.0% | 38 | +1,320 | 12.01% | Q4 2025 | Feb 17, 2026 |
| Centennial Advisors, LLC | History | New | 10,595 | 314 | 0.41% | — | 39 | +10,595 | New | Q4 2025 | Jan 22, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 9,123 | 271 | 0.03% | 0.03% | 40 | -556 | -5.74% | Q4 2025 | Feb 12, 2026 |
| Southland Equity Partners LLC | History | No change | 8,697 | 258 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ALLIANZ SE | History | New | 5,000 | 148 | 0.0% | — | 42 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 4,747 | 141 | 0.04% | — | 43 | +4,747 | New | Q4 2025 | Feb 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,341 | 129 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 4,191 | 124 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key Capital Management, INC | History | New | 2,910 | 86 | 0.09% | — | 46 | +2,910 | New | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 986 | 29 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,000 | 29 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 606 | 18 | 0.01% | 0.01% | 49 | +147 | 32.03% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 59 | 1 | 0.0% | 0.0% | 50 | -38 | -39.18% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ASSETMARK, INC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 23, 2026 |