AIM ETF Products Trust - SPBU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | Added to | 1,005,270 | 27,313 | 0.13% | 0.12% | 1 | +282,013 | 38.99% | Q1 2026 | May 04, 2026 |
| Transcendent Capital Group LLC | History | Added to | 618,856 | 16,814 | 7.66% | 7.3% | 2 | +46,017 | 8.03% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 339,849 | 9,233 | 0.01% | 0.0% | 3 | +225,815 | 198.02% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 268,466 | 7,294 | 0.01% | 0.01% | 4 | +5,329 | 2.03% | Q1 2026 | Apr 27, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 252,742 | 6,867 | 3.19% | 1.22% | 5 | +152,776 | 152.83% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 207,000 | 5,624 | 0.01% | 0.0% | 6 | +83,899 | 68.15% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 204,205 | 5,548 | 0.07% | 0.08% | 7 | +557 | 0.27% | Q1 2026 | May 15, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 184,766 | 5,020 | 1.2% | 1.09% | 8 | +35,990 | 24.19% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 176,861 | 4,805 | 0.07% | 0.08% | 9 | +40,768 | 29.96% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 167,588 | 4,553 | 0.26% | 0.3% | 10 | +78,311 | 87.72% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 125,503 | 3,409 | 0.0% | 0.0% | 11 | +83,199 | 196.67% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Reduced | 88,212 | 2,396 | 0.19% | 0.2% | 12 | -3,552 | -3.87% | Q1 2026 | Apr 13, 2026 |
| ALLIANZ SE | History | Reduced | 53,132 | 1,443 | 0.02% | 0.06% | 13 | -100,000 | -65.3% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 47,137 | 1,280 | 1.08% | 0.44% | 14 | +28,844 | 157.68% | Q1 2026 | Apr 17, 2026 |
| Madrona Financial Services, LLC | History | Added to | 31,712 | 861 | 0.19% | 0.1% | 15 | +15,607 | 96.91% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 29,214 | 794 | 0.0% | 0.0% | 16 | -5,782 | -16.52% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,408 | 717 | 0.0% | 0.01% | 17 | -63,452 | -70.61% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 26,082 | 708 | 0.05% | 0.04% | 18 | +8,183 | 45.72% | Q1 2026 | May 05, 2026 |
| Guardian Capital, LLC | History | Added to | 25,335 | 688 | 0.66% | 0.32% | 19 | +12,605 | 99.02% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 25,280 | 686 | 0.01% | 0.01% | 20 | -2,160 | -7.87% | Q1 2026 | Apr 28, 2026 |
| SageGuard Financial Group, LLC | History | New | 21,711 | 589 | 0.09% | — | 21 | +21,711 | New | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Concepts, LLC | History | New | 21,003 | 570 | 0.14% | — | 22 | +21,003 | New | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 19,868 | 539 | 0.0% | 0.0% | 23 | +3,443 | 20.96% | Q1 2026 | May 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 16,034 | 435 | 0.05% | 0.08% | 24 | -32 | -0.2% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | No change | 14,923 | 405 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 14,520 | 394 | 0.03% | 0.03% | 26 | +560 | 4.01% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | No change | 12,561 | 341 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 12,484 | 339 | 0.01% | — | 28 | +12,484 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,477 | 284 | 0.0% | 0.0% | 29 | -34,822 | -76.87% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,146 | 221 | 0.0% | — | 30 | +8,146 | New | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | New | 4,785 | 130 | 0.0% | — | 31 | +4,785 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 1,730 | 47 | 0.0% | 0.0% | 32 | +650 | 60.19% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 359 | 9 | 0.0% | — | 33 | +359 | New | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | New | 352 | 9 | 0.0% | — | 34 | +352 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 125 | 3 | 0.0% | 0.0% | 35 | -113 | -47.48% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | No change | 76 | 2 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,053 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,535 | -100.0% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,298 | -100.0% | Q1 2026 | May 13, 2026 |