AIM ETF Products Trust - SEPT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | Reduced | 1,297,625 | 45,629 | 0.26% | 0.29% | 1 | -8,950 | -0.68% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 394,672 | 13,878 | 0.02% | 0.02% | 2 | -33,238 | -7.77% | Q4 2025 | Feb 12, 2026 |
| SMART Wealth LLC | History | New | 102,800 | 3,614 | 1.1% | — | 3 | +102,800 | New | Q4 2025 | Jan 26, 2026 |
| FSR Wealth Management Ltd. | History | Added to | 94,731 | 3,331 | 3.91% | 3.86% | 4 | +14 | 0.01% | Q4 2025 | Jan 27, 2026 |
| FWG Investments, LLC. | History | Added to | 85,940 | 3,021 | 1.92% | 1.97% | 5 | +2,479 | 2.97% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 65,455 | 2,301 | 0.0% | 0.0% | 6 | +31,946 | 95.34% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 58,794 | 2,067 | 0.0% | 0.0% | 7 | -3,291 | -5.3% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 56,461 | 1,985 | 0.0% | 0.0% | 8 | -171 | -0.3% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 37,519 | 1,319 | 0.0% | 0.0% | 9 | -500 | -1.32% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,190 | 1,237 | 0.0% | 0.0% | 10 | +19,643 | 126.35% | Q4 2025 | Feb 17, 2026 |
| Nvest Financial, LLC | History | Added to | 29,623 | 1,041 | 0.43% | 0.46% | 11 | +6,502 | 28.12% | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 26,711 | 939 | 0.36% | — | 12 | +26,711 | New | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 24,680 | 867 | 0.78% | 0.79% | 13 | -241 | -0.97% | Q4 2025 | Jan 29, 2026 |
| FSA Advisors, Inc. | History | Reduced | 23,968 | 842 | 0.59% | 0.68% | 14 | -1,007 | -4.03% | Q4 2025 | Feb 02, 2026 |
| Csenge Advisory Group | History | Added to | 21,288 | 748 | 0.03% | 0.03% | 15 | +886 | 4.34% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 17,169 | 603 | 0.0% | 0.0% | 16 | -82 | -0.48% | Q4 2025 | Feb 10, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 13,619 | 478 | 0.15% | 0.16% | 17 | -100 | -0.73% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12,349 | 434 | 0.01% | 0.01% | 18 | -4,394 | -26.24% | Q4 2025 | Feb 09, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 10,427 | 366 | 0.19% | 0.2% | 19 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | New | 8,350 | 293 | 0.0% | — | 20 | +8,350 | New | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 6,366 | 223 | 0.01% | 0.01% | 21 | -100 | -1.55% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,635 | 198 | 0.0% | 0.0% | 22 | -2,400 | -29.87% | Q4 2025 | Feb 13, 2026 |
| ALLIANZ SE | History | New | 5,000 | 175 | 0.0% | — | 23 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,828 | 169 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,367 | 118 | 0.0% | — | 25 | +3,349 | 18605.56% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 3,041 | 106 | 0.02% | — | 26 | +3,041 | New | Q4 2025 | Jan 27, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,344 | 82 | 0.03% | — | 27 | +2,344 | New | Q4 2025 | Feb 06, 2026 |
| Networth Advisors, LLC | History | New | 1,857 | 65 | 0.05% | — | 28 | +1,857 | New | Q4 2025 | Jan 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 1,603 | 56 | 0.01% | 0.0% | 29 | +1,203 | 300.75% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,000 | 35 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 793 | 27 | 0.0% | 0.0% | 31 | -5 | -0.63% | Q4 2025 | Feb 06, 2026 |
| Decker Retirement Planning Inc. | History | New | 357 | 12 | 0.01% | — | 32 | +357 | New | Q4 2025 | Jan 26, 2026 |
| Key Capital Management, INC | History | New | 39 | 1 | 0.0% | — | 33 | +39 | New | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,025 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,579 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,098 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,650 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,247 | -100.0% | Q3 2025 | Mar 31, 2026 |