AIM ETF PRODUCTS TRUST (JULT)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
42
Reporting holders
$36.1M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 123,629 | 0.01% | 21q | -3.4%-$208.5K |
| OSAIC HOLDINGS, INC. | $4.3M | 90,346 | 0.01% | 21q | -3.6%-$160.1K |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 86,318 | 0.00% | 7q | -18.5%-$938.9K |
| LPL Financial LLC | $3.2M | 68,011 | 0.00% | 8q | +18.6%+$508.6K |
| Rothschild Wealth LLC | $2.6M | 54,354 | 0.21% | 8q | +19.4%+$422.8K |
| Cetera Investment Advisers | $1.8M | 37,420 | 0.00% | 10q | -6.7%-$128.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 32,207 | 0.00% | 12q | -7.5%-$125.4K |
| JIM SAULNIER & ASSOCIATES, LLC | $1.3M | 26,872 | 0.52% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 26,631 | 0.00% | 5q | +3.0%+$37.6K |
| Grantvest Financial Group LLC | $1.0M | 21,411 | 0.59% | 7q | HELD |
| Bison Wealth, LLC | $894.4K | 18,656 | 0.08% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $719.8K | 15,067 | 0.00% | 12q | +9.5%+$62.5K |
| MONEY CONCEPTS CAPITAL CORP | $644.9K | 13,499 | 0.03% | 13q | -2.4%-$15.8K |
| Nvest Financial, LLC | $586.7K | 12,281 | 0.19% | 8q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $573.3K | 12,000 | 0.03% | 4q | HELD |
| OLD MISSION CAPITAL LLC | $459.1K | 9,609 | 0.01% | 3q | -25.5%-$156.7K |
| JANE STREET GROUP, LLC | $443.0K | 9,273 | 0.00% | new | NEW |
| Focus Financial Network, Inc. | $412.2K | 8,627 | 0.01% | 10q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $378.7K | 7,926 | 0.01% | 6q | -8.7%-$36.1K |
| HARBOUR INVESTMENTS, INC. | $375.1K | 7,851 | 0.01% | 12q | -9.8%-$40.8K |
| Kestra Advisory Services, LLC | $345.3K | 7,228 | 0.00% | 5q | -27.1%-$128.6K |
| Sanctuary Advisors, LLC | $326.4K | 6,832 | 0.00% | 8q | -3.3%-$11.0K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $315.8K | 6,610 | 0.04% | 12q | HELD |
| Aegis Wealth Management, Inc. | $285.6K | 5,978 | 0.18% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $282.4K | 5,910 | 0.01% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $276.3K | 5,748 | 0.00% | 9q | -0.5%-$1.4K |
| Advisory Solutions Group, LLC | $271.6K | 5,684 | 0.09% | new | FIRST |
| Elevation Wealth Management LLC | $254.2K | 5,320 | 0.19% | 3q | HELD |
| Cassady Wealth & Retirement Planning, LLC | $225.6K | 4,723 | 0.10% | 3q | -3.7%-$8.8K |
| Greenbush Financial Group, LLC | $212.1K | 4,440 | 0.06% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $208.7K | 4,369 | 0.01% | 14q | -17.8%-$45.1K |
| JPMORGAN CHASE & CO | $101.3K | 2,121 | 0.00% | 7q | -11.5%-$13.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $78.3K | 1,639 | 0.00% | 16q | HELD |
| Allianz SE | $62.6K | 1,310 | 0.00% | 3q | HELD |
| Kingdom Financial Group LLC. | $58.3K | 1,220 | 0.01% | 3q | HELD |
| AdvisorNet Financial, Inc | $47.8K | 1,000 | 0.00% | 13q | HELD |
| UBS Group AG | $41.2K | 863 | 0.00% | 2q | +3822.7%+$40.2K |
| AE Wealth Management LLC | $36.3K | 759 | 0.00% | 16q | -0.9% |
| Farther Finance Advisors, LLC | $30.4K | 636 | 0.00% | new | NEW |
| MORGAN STANLEY | $23.8K | 498 | 0.00% | 6q | HELD |
| Integrated Wealth Concepts LLC | $21.2K | 443 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $11.1K | 227 | 0.00% | new | FIRST |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 22,008 | 0.00% | 4q | +100.0% |
| CENTAURUS FINANCIAL, INC. | $587 | 12,282 | 0.02% | 14q | -46.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | $36.1M | 755,546 | 5 | 5 | 16 | 0.0% |
| Q1 2026 | 42 | $60.2M | 1,367,347 | 3 | 7 | 21 | 0.0% |
| Q4 2025 | 41 | $70.5M | 1,570,006 | 7 | 4 | 21 | 0.0% |
| Q3 2025 | 35 | $54.7M | 1,249,824 | 2 | 15 | 10 | 0.0% |
| Q2 2025 | 40 | $55.4M | 1,327,104 | 8 | 7 | 12 | 0.0% |
| Q1 2025 | 35 | $30.0M | 784,539 | 4 | 6 | 9 | 0.0% |
| Q4 2024 | 39 | $39.6M | 1,002,483 | 5 | 5 | 10 | 0.0% |
| Q3 2024 | 34 | $39.2M | 1,012,531 | 10 | 9 | 4 | 0.0% |
| Q2 2024 | 26 | $49.7M | 1,344,095 | 5 | 6 | 4 | 0.0% |
| Q1 2024 | 30 | $19.9M | 553,998 | 9 | 2 | 13 | 0.0% |
| Q4 2023 | 33 | $88.7M | 2,609,497 | 8 | 7 | 8 | 0.0% |
| Q3 2023 | 27 | $77.8M | 2,520,137 | 12 | 8 | 4 | 0.0% |
| Q2 2023 | 15 | $34.4M | 1,086,631 | 4 | 4 | 4 | 0.0% |
| Q1 2023 | 16 | $37.0M | 1,264,893 | 3 | 1 | 5 | 0.0% |
| Q4 2022 | 16 | $32.3M | 1,167,645 | 5 | 4 | 2 | 0.0% |
| Q3 2022 | 18 | $29.6M | 1,131,770 | 6 | 8 | 2 | 0.0% |
| Q2 2022 | 12 | $8.3M | 305,038 | 4 | 3 | 2 | 0.0% |
| Q1 2022 | 12 | $8.3M | 285,200 | 0 | 2 | 8 | 0.0% |
| Q4 2021 | 15 | $35.1M | 1,196,193 | 4 | 3 | 4 | 0.0% |
| Q3 2021 | 11 | $30.4M | 1,091,117 | 1 | 4 | 4 | 0.0% |
| Q2 2021 | 11 | $34.2M | 1,229,298 | 7 | 1 | 2 | 0.0% |
| Q1 2021 | 4 | $25.4M | 923,671 | 2 | 0 | 0 | 0.0% |
| Q4 2020 | 3 | $3.6M | 134,392 | 1 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $3.1M | 117,228 | 2 | 0 | 0 | 0.0% |