AIM ETF Products Trust - SEPW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | History | No change | 221,098 | 7,383 | 4.71% | 4.71% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANZ SE | History | No change | 203,946 | 6,810 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 167,189 | 5,664 | 0.01% | 0.02% | 3 | -329,955 | -66.37% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 165,998 | 5,542 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 134,460 | 4,489 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | No change | 133,512 | 4,458 | 3.64% | 3.64% | 6 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Westshore Wealth, LLC | History | No change | 128,649 | 4,295 | 1.33% | 1.33% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 103,074 | 3,441 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 96,424 | 3,266 | 0.02% | 0.0% | 9 | +86,659 | 887.44% | Q3 2026 | Oct 16, 2026 |
| Spire Wealth Management | History | Added to | 87,267 | 2,956 | 0.09% | 0.08% | 10 | +12,495 | 16.71% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 86,020 | 2,914 | 0.01% | 0.01% | 11 | +28,571 | 49.73% | Q3 2026 | Nov 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 69,936 | 2,335 | 0.64% | 0.64% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 65,590 | 2,190 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 47,657 | 1,591 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,115 | 1,528 | 0.0% | 0.0% | 15 | +3,320 | 7.94% | Q3 2026 | Nov 02, 2026 |
| BFC Planning, Inc. | History | No change | 45,139 | 1,507 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 41,095 | 1,372 | 0.18% | 0.18% | 17 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Strategic Blueprint, LLC | History | New | 37,306 | 1,263 | 0.06% | — | 18 | +37,306 | New | Q3 2026 | Oct 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 34,193 | 1,141 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AE Wealth Management LLC | History | No change | 31,540 | 1,053 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Financial Network, Inc. | History | Added to | 30,932 | 1,047 | 0.03% | 0.03% | 21 | +2,759 | 9.79% | Q3 2026 | Oct 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 29,500 | 999 | 0.04% | — | 22 | +29,500 | New | Q3 2026 | Oct 26, 2026 |
| World Investment Advisors | History | No change | 29,504 | 985 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 25,022 | 835 | 0.18% | 0.18% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 23,415 | 793 | 0.23% | 0.19% | 25 | +4,003 | 20.62% | Q3 2026 | Oct 30, 2026 |
| IFG Advisory, LLC | History | No change | 20,426 | 682 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 19,450 | 649 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 19,278 | 644 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 18,293 | 619 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 17,575 | 586 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,385 | 580 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,056 | 435 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 12,552 | 419 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advus Financial Partners, LLC | History | Added to | 12,323 | 417 | 0.12% | 0.11% | 34 | +400 | 3.35% | Q3 2026 | Oct 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,130 | 410 | 0.03% | 0.02% | 35 | +1,186 | 10.84% | Q3 2026 | Oct 08, 2026 |
| Advisory Solutions Group, LLC | History | Reduced | 11,868 | 402 | 0.09% | 0.14% | 36 | -90 | -0.75% | Q3 2026 | Oct 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,749 | 358 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carmel Capital Partners, LLC | History | New | 9,270 | 314 | 0.11% | — | 38 | +9,270 | New | Q3 2026 | Nov 02, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 8,398 | 287 | 0.05% | 0.06% | 40 | -268 | -3.09% | Q3 2026 | Oct 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,598 | 287 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 8,479 | 283 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 7,921 | 268 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Grantvest Financial Group LLC | History | Added to | 7,737 | 262 | 0.15% | 0.13% | 43 | +820 | 11.85% | Q3 2026 | Oct 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,622 | 258 | 0.0% | — | 44 | +7,622 | New | Q3 2026 | Oct 26, 2026 |
| TAGStone Capital, Inc. | History | No change | 7,351 | 245 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,277 | 242 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KINTRA WEALTH, LLC | History | No change | 5,920 | 200 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 4,116 | 139 | 0.05% | 0.06% | 48 | -191 | -4.43% | Q3 2026 | Nov 02, 2026 |
| Mosley Wealth Management | History | Reduced | 3,442 | 117 | 0.03% | 0.04% | 49 | -360 | -9.47% | Q3 2026 | Oct 16, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,081 | 70 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Added to | 976 | 33 | 0.0% | 0.0% | 51 | +91 | 10.28% | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 892 | 29 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 703 | 23 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 594 | 19 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 482 | 16 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 456 | 15 | 0.01% | 0.02% | 56 | -116 | -20.28% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 400 | 13 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 348 | 11 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | New | 91 | 3 | 0.0% | — | 59 | +91 | New | Q3 2026 | Oct 08, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -7,604 | -100.0% | Q3 2026 | Oct 15, 2026 |