AIM ETF Products Trust - SPBW
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 | Added to | 377,669 | 10,356 | 0.06% | 0.05% | 1 | +101,016 | 36.51% | Q4 2025 | Jan 26, 2026 |
| ALLIANZ SE | History | New | 337,080 | 9,243 | 0.12% | — | 2 | +337,080 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 157,087 | 4,307 | 0.02% | 0.01% | 3 | +35,853 | 29.57% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 110,389 | 3,027 | 0.01% | 0.01% | 4 | +31,313 | 39.6% | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 77,038 | 2,112 | 0.01% | 0.01% | 5 | +27,229 | 54.67% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 57,208 | 1,569 | 0.0% | 0.0% | 6 | +5,636 | 10.93% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 37,163 | 1,019 | 0.0% | 0.0% | 7 | +16,043 | 75.96% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | New | 22,000 | 603 | 0.02% | — | 8 | +22,000 | New | Q4 2025 | Feb 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,563 | 591 | 0.0% | 0.0% | 9 | -11,446 | -34.68% | Q4 2025 | Feb 10, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 20,100 | 553 | 0.12% | 0.12% | 10 | +456 | 2.32% | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 18,865 | 517 | 0.02% | 0.02% | 11 | +1,408 | 8.07% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,926 | 464 | 0.01% | 0.01% | 12 | +2,000 | 13.4% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,108 | 414 | 0.0% | 0.0% | 13 | -741 | -4.68% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,385 | 312 | 0.01% | 0.02% | 14 | -14,920 | -56.72% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,361 | 256 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 8,350 | 228 | 0.06% | — | 16 | +8,350 | New | Q4 2025 | Jan 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 7,536 | 206 | 0.02% | 0.03% | 17 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 4,445 | 121 | 0.05% | — | 18 | +4,445 | New | Q4 2025 | Feb 06, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2,151 | 58 | 0.03% | — | 19 | +2,151 | New | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 1,745 | 47 | 0.0% | 0.0% | 20 | +1,245 | 249.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,389 | 38 | 0.0% | 0.0% | 21 | -16,655 | -92.3% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 263 | 7 | 0.01% | — | 22 | +263 | New | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | New | 116 | 3 | 0.0% | — | 23 | +116 | New | Q4 2025 | Jan 29, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,353 | -100.0% | Q3 2025 | Nov 13, 2025 |