AIM ETF Products Trust - SPBW
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 | Added to | 446,281 | 12,148 | 0.07% | 0.06% | 1 | +68,612 | 18.17% | Q1 2026 | May 13, 2026 |
| ALLIANZ SE | History | Reduced | 277,080 | 7,542 | 0.08% | 0.12% | 2 | -60,000 | -17.8% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 179,794 | 4,894 | 0.02% | 0.02% | 3 | +22,707 | 14.46% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 164,342 | 4,473 | 0.1% | 0.08% | 4 | +29,258 | 21.66% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 125,237 | 3,409 | 2.49% | — | 5 | +125,237 | New | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 124,727 | 3,395 | 0.01% | 0.0% | 6 | +67,519 | 118.02% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 114,971 | 3,129 | 0.01% | 0.01% | 7 | +4,582 | 4.15% | Q1 2026 | Jun 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 80,642 | 2,195 | 0.01% | 0.01% | 8 | +3,604 | 4.68% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 46,985 | 1,278 | 0.0% | 0.0% | 9 | +9,822 | 26.43% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 35,735 | 972 | 0.02% | — | 10 | +35,735 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 29,878 | 813 | 0.0% | — | 11 | +29,878 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,735 | 809 | 0.0% | 0.0% | 12 | +8,172 | 37.9% | Q1 2026 | May 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 23,454 | 638 | 0.03% | 0.02% | 13 | +4,589 | 24.33% | Q1 2026 | May 18, 2026 |
| Compound Planning, Inc. | History | Reduced | 20,929 | 569 | 0.02% | 0.02% | 14 | -1,071 | -4.87% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 20,787 | 565 | 0.0% | 0.0% | 15 | +5,679 | 37.59% | Q1 2026 | Apr 27, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 20,100 | 549 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | No change | 16,926 | 460 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,072 | 410 | 0.02% | 0.02% | 18 | +7,536 | 100.0% | Q1 2026 | Apr 22, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 11,843 | 322 | 0.09% | 0.06% | 19 | +3,493 | 41.83% | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,150 | 257 | 0.0% | — | 20 | +9,150 | New | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 9,148 | 249 | 0.0% | — | 21 | +9,148 | New | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,891 | 242 | 0.0% | 0.0% | 22 | -470 | -5.02% | Q1 2026 | May 04, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,353 | 227 | 0.06% | — | 23 | +8,353 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,964 | 135 | 0.0% | 0.01% | 24 | -6,421 | -56.4% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 2,595 | 70 | 0.0% | 0.0% | 25 | +850 | 48.71% | Q1 2026 | Apr 13, 2026 |
| Mosley Wealth Management | History | New | 1,048 | 28 | 0.01% | — | 26 | +1,048 | New | Q1 2026 | Apr 27, 2026 |
| Key Capital Management, INC | History | Reduced | 257 | 6 | 0.0% | 0.01% | 27 | -6 | -2.28% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 199 | 5 | 0.0% | 0.0% | 28 | +83 | 71.55% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,445 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,151 | -100.0% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,389 | -100.0% | Q1 2026 | May 15, 2026 |