AIM ETF Products Trust - JULW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,309,856 | 51,241 | 0.07% | 0.07% | 1 | -120,364 | -8.42% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 826,198 | 32,320 | 0.19% | 0.21% | 2 | -12,737 | -1.52% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 344,879 | 13,491 | 0.02% | 0.02% | 3 | -24,204 | -6.56% | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 295,093 | 11,544 | 4.48% | 4.91% | 4 | +23,484 | 8.65% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 254,632 | 9,961 | 0.0% | 0.0% | 5 | +60,693 | 31.29% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 229,887 | 8,993 | 0.01% | 0.02% | 6 | -119,727 | -34.25% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 201,159 | 7,869 | 0.36% | 0.37% | 7 | -1,502 | -0.74% | Q4 2025 | Feb 13, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | Reduced | 152,761 | 5,976 | 5.07% | 5.32% | 8 | -1,742 | -1.13% | Q4 2025 | Jan 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 127,334 | 4,981 | 0.02% | 0.02% | 9 | +7,214 | 6.01% | Q4 2025 | Feb 13, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 122,681 | 4,799 | 2.27% | 2.28% | 10 | +823 | 0.68% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 102,625 | 4,014 | 0.0% | 0.0% | 11 | +61,908 | 152.04% | Q4 2025 | Feb 18, 2026 |
| ALLIANZ INVESTMENT MANAGEMENT LLC | History | New | 95,296 | 3,727 | 2.33% | — | 12 | +95,296 | New | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 87,106 | 3,407 | 0.0% | 0.0% | 13 | -112,771 | -56.42% | Q4 2025 | Feb 10, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 86,852 | 3,397 | 1.07% | 1.29% | 14 | -53,434 | -38.09% | Q4 2025 | Feb 02, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 81,093 | 3,172 | 1.25% | 0.98% | 15 | -8,374 | -9.36% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 79,665 | 3,116 | 0.06% | 0.01% | 16 | +67,401 | 549.58% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 75,436 | 2,951 | 0.01% | 0.01% | 17 | -943 | -1.23% | Q4 2025 | Feb 05, 2026 |
| BIP Wealth, LLC | History | New | 67,719 | 2,649 | 0.09% | — | 18 | +67,719 | New | Q4 2025 | Jan 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 63,403 | 2,480 | 0.29% | 0.04% | 19 | +56,572 | 828.17% | Q4 2025 | Feb 13, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 57,516 | 2,250 | 0.23% | 0.25% | 20 | -2,806 | -4.65% | Q4 2025 | Feb 12, 2026 |
| Guardian Capital, LLC | History | New | 53,938 | 2,110 | 1.89% | — | 21 | +53,938 | New | Q4 2025 | Feb 05, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 52,685 | 2,061 | 0.48% | 0.53% | 22 | -2,638 | -4.77% | Q4 2025 | Jan 27, 2026 |
| Compass Advisory Group LLC | History | No change | 45,781 | 1,790 | 0.48% | 0.49% | 23 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 39,689 | 1,552 | 0.49% | 0.54% | 24 | -3,147 | -7.35% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 38,892 | 1,521 | 0.03% | 0.04% | 25 | -11,110 | -22.22% | Q4 2025 | Feb 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 35,801 | 1,410 | 0.93% | 0.99% | 26 | -248 | -0.69% | Q4 2025 | Feb 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 35,600 | 1,400 | 0.04% | 0.05% | 27 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,484 | 1,388 | 0.0% | 0.0% | 28 | +14,955 | 72.85% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Management | History | New | 33,614 | 1,314 | 1.48% | — | 29 | +33,614 | New | Q4 2025 | Mar 03, 2026 |
| Aegis Wealth Management, Inc. | History | New | 33,073 | 1,293 | 1.02% | — | 30 | +33,073 | New | Q4 2025 | Feb 05, 2026 |
| Centennial Advisors, LLC | History | New | 30,610 | 1,197 | 1.56% | — | 31 | +30,610 | New | Q4 2025 | Jan 22, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 30,006 | 1,173 | 0.91% | — | 32 | +30,006 | New | Q4 2025 | Mar 16, 2026 |
| Spire Wealth Management | History | Reduced | 29,439 | 1,151 | 0.04% | 0.04% | 33 | -1,918 | -6.12% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 28,666 | 1,121 | 0.03% | 0.03% | 34 | +2,599 | 9.97% | Q4 2025 | Feb 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 27,260 | 1,066 | 0.04% | 0.04% | 35 | -3,249 | -10.65% | Q4 2025 | Jan 12, 2026 |
| Cypress Wealth Services, LLC | History | No change | 26,852 | 1,050 | 0.15% | 0.17% | 36 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 24,619 | 966 | 0.21% | 0.21% | 37 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 22,287 | 871 | 0.02% | — | 38 | +22,287 | New | Q4 2025 | Feb 17, 2026 |
| SMART Wealth LLC | History | New | 19,710 | 771 | 0.24% | — | 39 | +19,710 | New | Q4 2025 | Jan 26, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 18,095 | 707 | 0.25% | 0.28% | 40 | -1,000 | -5.24% | Q4 2025 | Jan 28, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 17,801 | 696 | 0.22% | 0.3% | 41 | +4,869 | 37.65% | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 17,083 | 668 | 0.04% | 0.04% | 42 | -197 | -1.14% | Q4 2025 | Jan 26, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 16,441 | 643 | 0.5% | 0.51% | 43 | -528 | -3.11% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 16,393 | 641 | 0.02% | — | 44 | +16,393 | New | Q4 2025 | Feb 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 15,908 | 622 | 0.4% | 0.42% | 45 | -100 | -0.62% | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | No change | 14,503 | 567 | 0.03% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Elevation Wealth Management LLC | History | New | 10,160 | 397 | 0.38% | — | 47 | +10,160 | New | Q4 2025 | Feb 12, 2026 |
| Stirlingshire Investments, Inc. | History | New | 9,867 | 385 | 0.34% | — | 48 | +9,867 | New | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | No change | 9,357 | 366 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,024 | 353 | 0.02% | 0.13% | 50 | -70,135 | -88.6% | Q4 2025 | Jan 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 8,654 | 339 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 8,258 | 323 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,067 | 315 | 0.0% | 0.0% | 53 | -3,400 | -29.65% | Q4 2025 | Jan 26, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 7,685 | 300 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Reduced | 6,605 | 258 | 0.01% | 0.01% | 55 | -359 | -5.16% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | New | 6,305 | 246 | 0.0% | — | 56 | +6,305 | New | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | New | 6,106 | 238 | 0.01% | — | 57 | +6,106 | New | Q4 2025 | Jan 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 6,048 | 236 | 0.08% | 0.08% | 58 | -143 | -2.31% | Q4 2025 | Jan 23, 2026 |
| BCGM Wealth Management, LLC | History | No change | 5,467 | 213 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ALLIANZ SE | History | New | 5,000 | 195 | 0.0% | — | 60 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 3,835 | 150 | 0.13% | 0.13% | 61 | +104 | 2.79% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,453 | 135 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Networth Advisors, LLC | History | New | 3,323 | 129 | 0.1% | — | 63 | +3,323 | New | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,960 | 115 | 0.0% | 0.0% | 64 | -10,234 | -77.57% | Q4 2025 | Feb 11, 2026 |
| NBT BANK N A /NY | History | No change | 2,630 | 102 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,167 | 45 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | No change | 1,093 | 42 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 648 | 25 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | New | 632 | 24 | 0.0% | — | 69 | +632 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 392 | 15 | 0.0% | 0.0% | 70 | -226 | -36.57% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 164 | 6 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MORGAN STANLEY | History | No change | 73 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,969 | -100.0% | Q3 2025 | Oct 06, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,497 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,349 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -8,364 | -100.0% | Q3 2025 | Nov 12, 2025 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,301 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,876 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FSR Wealth Management Ltd. | History | Closed out | 0 | 0 | — | 0.31% | — | -6,759 | -100.0% | Q3 2025 | Oct 29, 2025 |
| UBS Group AG | History | Reduced | 14 | 0 | — | 0.0% | — | -799 | -98.28% | Q4 2025 | Jan 29, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -528 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 13, 2025 |