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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Reduced | 2,191,080 | 69,213 | 0.37% | 0.4% | 1 | -2,255 | -0.1% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 547,933 | 17,308 | 0.02% | 0.02% | 2 | -15,909 | -2.82% | Q1 2026 | Apr 27, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 232,044 | 7,329 | 4.95% | 5.04% | 3 | -6,835 | -2.86% | Q1 2026 | May 07, 2026 |
| POM Investment Strategies, LLC | History | New | 208,741 | 6,593 | 8.19% | — | 4 | +208,741 | New | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 183,800 | 5,806 | 0.01% | 0.01% | 5 | -32,777 | -15.13% | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | Added to | 166,299 | 5,253 | 0.06% | 0.0% | 6 | +161,299 | 3225.98% | Q1 2026 | May 11, 2026 |
| Westshore Wealth, LLC | History | Reduced | 158,842 | 5,017 | 1.76% | 1.68% | 7 | -38 | -0.02% | Q1 2026 | May 27, 2026 |
| Wellment Financial | History | Reduced | 156,527 | 4,944 | 6.12% | 5.87% | 8 | -129 | -0.08% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 136,529 | 4,312 | 1.09% | 0.16% | 9 | +114,556 | 521.35% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 136,464 | 4,310 | 0.0% | 0.0% | 10 | +2,485 | 1.85% | Q1 2026 | May 14, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | Reduced | 134,192 | 4,238 | 3.68% | 3.69% | 11 | -2,125 | -1.56% | Q1 2026 | May 07, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 118,350 | 3,738 | 1.14% | 1.27% | 12 | -7,849 | -6.22% | Q1 2026 | Apr 28, 2026 |
| ALLIANZ INVESTMENT MANAGEMENT LLC | History | No change | 116,920 | 3,731 | 2.33% | 2.33% | 13 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 117,474 | 3,710 | 0.9% | 1.7% | 14 | -118,444 | -50.21% | Q1 2026 | Apr 17, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 114,520 | 3,617 | 1.49% | 1.51% | 15 | -5,797 | -4.82% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Reduced | 101,626 | 3,210 | 0.0% | 0.0% | 16 | -757 | -0.74% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Management | History | Added to | 99,931 | 3,156 | 3.62% | 3.37% | 17 | +6,105 | 6.51% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Reduced | 96,835 | 3,059 | 0.1% | 0.1% | 18 | -88 | -0.09% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,128 | 2,404 | 0.01% | 0.01% | 19 | +28,516 | 59.89% | Q1 2026 | Apr 30, 2026 |
| Networth Advisors, LLC | History | Reduced | 66,853 | 2,111 | 1.49% | 1.6% | 20 | -966 | -1.42% | Q1 2026 | Apr 22, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 66,603 | 2,103 | 0.22% | 0.25% | 21 | -7,375 | -9.97% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 56,056 | 1,770 | 0.0% | 0.0% | 22 | -2,059 | -3.54% | Q1 2026 | May 13, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 54,226 | 1,712 | 0.51% | 0.67% | 23 | -12,327 | -18.52% | Q1 2026 | Apr 20, 2026 |
| SMART Wealth LLC | History | Added to | 53,948 | 1,704 | 0.5% | 0.46% | 24 | +6,180 | 12.94% | Q1 2026 | Apr 23, 2026 |
| FSA Advisors, Inc. | History | Added to | 44,470 | 1,404 | 0.93% | 0.83% | 25 | +6,956 | 18.54% | Q1 2026 | May 06, 2026 |
| Centennial Advisors, LLC | History | Reduced | 42,980 | 1,357 | 1.73% | 1.92% | 26 | -3,233 | -7.0% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,081 | 1,329 | 0.0% | 0.0% | 27 | -1,407 | -3.24% | Q1 2026 | Apr 30, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 38,360 | 1,211 | 0.95% | 0.98% | 28 | -758 | -1.94% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 35,674 | 1,126 | 0.0% | 0.0% | 29 | +1,648 | 4.84% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 28,536 | 901 | 0.03% | 0.03% | 30 | -2,040 | -6.67% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | New | 27,565 | 870 | 0.01% | — | 31 | +27,565 | New | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 27,483 | 868 | 0.01% | 0.0% | 32 | +21,099 | 330.5% | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | No change | 25,022 | 790 | 0.2% | 0.2% | 33 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 24,228 | 765 | 0.22% | 6.18% | 34 | -474,972 | -95.15% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 24,228 | 765 | 0.22% | 0.26% | 35 | -2,387 | -8.97% | Q1 2026 | May 13, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 23,450 | 740 | 0.46% | 0.44% | 36 | +555 | 2.42% | Q1 2026 | Apr 23, 2026 |
| Csenge Advisory Group | History | Added to | 21,751 | 687 | 0.03% | 0.03% | 37 | +2,427 | 12.56% | Q1 2026 | Apr 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 19,778 | 625 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 19,612 | 619 | 0.22% | 0.23% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 18,605 | 587 | 0.01% | 0.02% | 40 | -6,421 | -25.66% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 18,293 | 577 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,056 | 412 | 0.0% | 0.0% | 42 | -1,195 | -8.39% | Q1 2026 | May 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 11,288 | 356 | 0.31% | 0.34% | 43 | -493 | -4.18% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | No change | 10,944 | 345 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,749 | 339 | 0.01% | 0.01% | 45 | -14 | -0.13% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,765 | 308 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,389 | 296 | 0.0% | 0.0% | 47 | +2,722 | 40.83% | Q1 2026 | Apr 15, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 8,666 | 275 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 8,498 | 268 | 0.17% | 0.19% | 49 | -1,024 | -10.75% | Q1 2026 | May 11, 2026 |
| Allegheny Financial Group | History | No change | 8,208 | 259 | 0.03% | 0.04% | 50 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,115 | 256 | 0.0% | — | 51 | +8,115 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 7,921 | 250 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | No change | 7,654 | 241 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TAGStone Capital, Inc. | History | Added to | 7,351 | 232 | 0.08% | 0.09% | 54 | +16 | 0.22% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | New | 2,864 | 90 | 0.0% | — | 55 | +2,864 | New | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,568 | 81 | 0.0% | 0.01% | 56 | +24 | 0.94% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,081 | 65 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Key Capital Management, INC | History | Added to | 1,192 | 37 | 0.02% | 0.03% | 58 | +290 | 32.15% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 935 | 29 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | No change | 892 | 28 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 666 | 21 | 0.01% | 0.01% | 61 | -92 | -12.14% | Q1 2026 | Apr 20, 2026 |
| ST GERMAIN D J CO INC | History | New | 594 | 18 | 0.0% | — | 62 | +594 | New | Q1 2026 | Apr 13, 2026 |
| Mosley Wealth Management | History | New | 503 | 15 | 0.01% | — | 64 | +503 | New | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 482 | 15 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 400 | 12 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 189 | 6 | 0.0% | — | 66 | +189 | New | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | New | 50 | 1 | 0.0% | — | 67 | +50 | New | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.04% | — | -77,909 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,843 | -100.0% | Q1 2026 | May 15, 2026 |
| Lantern Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,134 | -100.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -7,964 | -100.0% | Q1 2026 | May 13, 2026 |