AIM ETF Products Trust - NVBT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 112,635 | 4,032 | 0.0% | 0.0% | 1 | +44,209 | 64.61% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 83,047 | 2,973 | 0.0% | 0.0% | 2 | -8,582 | -9.37% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 69,148 | 2,475 | 0.0% | 0.0% | 3 | -4,613 | -6.25% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 61,161 | 2,189 | 0.0% | 0.0% | 4 | -2,623 | -4.11% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 38,541 | 1,379 | 0.0% | 0.0% | 5 | -667 | -1.7% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | No change | 26,915 | 963 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,223 | 867 | 0.0% | 0.0% | 7 | -8,290 | -25.5% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,710 | 705 | 0.0% | 0.0% | 8 | -1,605 | -7.53% | Q1 2026 | May 15, 2026 |
| Grantvest Financial Group LLC | History | No change | 19,720 | 705 | 0.46% | 0.47% | 9 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 19,379 | 693 | 0.01% | 0.01% | 10 | -301 | -1.53% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,508 | 662 | 0.0% | 0.0% | 11 | +7,296 | 65.07% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 14,752 | 528 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,767 | 421 | 0.01% | 0.01% | 13 | -7,546 | -39.07% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,370 | 371 | 0.0% | 0.0% | 14 | +1,475 | 16.58% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 9,541 | 342 | 0.02% | — | 15 | +9,541 | New | Q1 2026 | May 18, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 9,290 | 342 | 0.04% | 0.04% | 16 | +288 | 3.2% | Q1 2026 | Apr 22, 2026 |
| Nvest Financial, LLC | History | Reduced | 7,912 | 283 | 0.11% | 0.14% | 17 | -1,125 | -12.45% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,332 | 262 | 0.0% | 0.0% | 18 | +1,578 | 27.42% | Q1 2026 | May 04, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 6,231 | 223 | 0.11% | 0.2% | 19 | -4,508 | -41.98% | Q1 2026 | Apr 22, 2026 |
| ALLIANZ SE | History | No change | 5,000 | 179 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 4,806 | 172 | 0.02% | 0.03% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | No change | 1,163 | 41 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | New | 900 | 32 | 0.0% | — | 23 | +900 | New | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 268 | 9 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | New | 115 | 4 | 0.0% | — | 25 | +115 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | New | 100 | 3 | 0.0% | — | 26 | +100 | New | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | New | 47 | 1 | 0.0% | — | 27 | +47 | New | Q1 2026 | May 13, 2026 |