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 | No change | 1,216,249 | 36,779 | 0.11% | 0.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transcendent Capital Group LLC | History | Added to | 641,866 | 19,608 | 7.92% | 7.44% | 2 | +9,616 | 1.52% | Q3 2026 | Oct 28, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 280,323 | 8,563 | 3.39% | 3.12% | 3 | +18,933 | 7.24% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 252,150 | 7,624 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 245,920 | 7,436 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 219,516 | 6,705 | 0.01% | 0.01% | 6 | -44,458 | -16.84% | Q3 2026 | Nov 02, 2026 |
| Advisory Services Network, LLC | History | No change | 203,241 | 6,146 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 197,846 | 5,982 | 1.2% | 1.2% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 191,804 | 5,800 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 154,571 | 4,674 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 102,604 | 3,134 | 0.3% | 0.36% | 11 | -11,960 | -10.44% | Q3 2026 | Oct 14, 2026 |
| CGN Advisors LLC | History | Added to | 94,174 | 2,876 | 0.22% | 0.2% | 12 | +4,694 | 5.25% | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 57,137 | 1,745 | 0.0% | 0.0% | 13 | +11,082 | 24.06% | Q3 2026 | Nov 02, 2026 |
| VIMA LLC | History | Reduced | 56,676 | 1,731 | 1.77% | 1.92% | 14 | -8,488 | -13.03% | Q3 2026 | Oct 23, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 46,589 | 1,408 | 0.94% | 0.94% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 41,991 | 1,269 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 36,191 | 1,094 | 0.15% | 0.15% | 17 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 36,191 | 1,094 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 33,688 | 1,029 | 0.06% | 0.05% | 19 | +5,673 | 20.25% | Q3 2026 | Oct 30, 2026 |
| Madrona Financial Services, LLC | History | No change | 31,712 | 968 | 0.15% | 0.18% | 20 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SageGuard Financial Group, LLC | History | No change | 31,863 | 963 | 0.14% | 0.14% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | Added to | 28,589 | 873 | 0.01% | 0.01% | 22 | +1,701 | 6.33% | Q3 2026 | Nov 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 28,486 | 861 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 27,057 | 818 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 24,516 | 741 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 21,505 | 656 | 0.0% | 0.0% | 26 | +11,374 | 112.27% | Q3 2026 | Nov 05, 2026 |
| Guardian Capital, LLC | History | No change | 21,635 | 654 | 0.53% | 0.53% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 21,003 | 635 | 0.19% | 0.19% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 20,491 | 625 | 0.05% | 0.05% | 29 | +3,306 | 19.24% | Q3 2026 | Oct 14, 2026 |
| MAI Capital Management | History | No change | 14,923 | 451 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 14,520 | 443 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Worth Asset Management, LLC | History | New | 12,763 | 389 | 0.11% | — | 32 | +12,763 | New | Q3 2026 | Oct 07, 2026 |
| LPL Financial LLC | History | No change | 12,561 | 379 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,990 | 362 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 10,130 | 306 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envision Financial Transparency, LLC | History | No change | 9,221 | 278 | 0.24% | 0.24% | 36 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 7,487 | 232 | 0.02% | 0.02% | 37 | +508 | 7.28% | Q3 2026 | Oct 20, 2026 |
| SMITH, MOORE & CO. | History | No change | 6,950 | 210 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANZ SE | History | No change | 5,000 | 151 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mosley Wealth Management | History | Reduced | 3,637 | 112 | 0.03% | 0.04% | 40 | -189 | -4.94% | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 3,316 | 100 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,696 | 51 | 0.0% | 0.0% | 42 | -35 | -2.02% | Q3 2026 | Oct 16, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 1,077 | 32 | 0.01% | 0.01% | 43 | +52 | 5.07% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 989 | 29 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 335 | 10 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 260 | 7 | 0.0% | — | 46 | +260 | New | Q3 2026 | Oct 08, 2026 |
| Key Capital Management, INC | History | Added to | 142 | 4 | 0.0% | 0.0% | 47 | +30 | 26.79% | Q3 2026 | Nov 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,100 | -100.0% | Q3 2026 | Oct 13, 2026 |