AIM ETF PRODUCTS TRUST (JULU)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
36
Reporting holders
$71.5M
Reported value
0.0%
Held as options
-16
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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | $22.2M | 692,163 | 0.23% | new | NEW |
| Allianz SE | $14.0M | 437,176 | 0.15% | 3q | +9.9%+$1.3M |
| Sanctuary Advisors, LLC | $8.4M | 263,333 | 0.04% | 8q | HELD |
| RFG Advisory, LLC | $6.4M | 200,658 | 0.10% | 7q | +3.2%+$199.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 168,920 | 0.01% | 8q | -0.6%-$31.5K |
| STEPHENS INC /AR/ | $3.6M | 112,869 | 0.04% | 8q | -2.1%-$78.6K |
| USA FINANCIAL FORMULAS | $2.4M | 74,638 | 0.44% | new | FIRST |
| OSAIC HOLDINGS, INC. | $1.7M | 52,303 | 0.00% | 8q | -7.1%-$128.6K |
| ENVESTNET ASSET MANAGEMENT INC | $705.6K | 21,991 | 0.00% | 4q | -1.6%-$11.4K |
| NBZ Investment Advisors LLC | $651.5K | 20,303 | 0.25% | 7q | -0.8%-$4.9K |
| Kestra Advisory Services, LLC | $611.8K | 19,068 | 0.00% | 8q | -1.7%-$10.6K |
| AE Wealth Management LLC | $608.3K | 18,956 | 0.00% | 6q | -98.7%-$47.7M |
| Arax Advisory Partners | $555.5K | 17,311 | 0.00% | 3q | +17.2%+$81.4K |
| World Investment Advisors | $515.8K | 16,074 | 0.01% | 2q | -10.7%-$61.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $515.0K | 16,051 | 0.00% | new | NEW |
| Cetera Investment Advisers | $476.7K | 14,856 | 0.00% | 8q | -3.3%-$16.4K |
| Grantvest Financial Group LLC | $444.7K | 13,860 | 0.26% | 7q | -7.2%-$34.6K |
| Transcendent Capital Group LLC | $431.2K | 13,437 | 0.17% | 6q | -8.4%-$39.7K |
| RAYMOND JAMES FINANCIAL INC | $368.4K | 11,481 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $341.6K | 10,646 | 0.09% | 2q | -46.9%-$301.3K |
| Range Financial Group LLC | $307.9K | 9,595 | 0.08% | 4q | -11.1%-$38.5K |
| Southland Equity Partners LLC | $279.1K | 8,697 | 0.05% | 8q | HELD |
| IFP Advisors, Inc | $196.7K | 6,130 | 0.00% | 4q | +46.3%+$62.2K |
| IFG Advisory, LLC | $111.9K | 3,488 | 0.00% | new | NEW |
| Mosley Wealth Management | $59.7K | 1,862 | 0.02% | 2q | +750.2%+$52.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $32.1K | 1,000 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $30.3K | 945 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $21.5K | 670 | 0.00% | 8q | -32.0%-$10.1K |
| POM Investment Strategies, LLC | $9.0K | 281 | 0.01% | 2q | -99.7%-$3.3M |
| UBS Group AG | $8.1K | 251 | 0.00% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $3.4K | 107 | 0.00% | new | NEW |
| Lloyd Advisory Services, LLC. | $2.1K | 64 | 0.00% | 6q | -98.5%-$134.3K |
| Geneos Wealth Management Inc. | $1.9K | 59 | 0.00% | 4q | HELD |
| PARK AVENUE SECURITIES LLC | $580 | 18,070 | 0.00% | 4q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $524 | 16 | 0.00% | new | FIRST |
| Integrated Wealth Concepts LLC | $514 | 16 | 0.00% | new | NEW |
| ASSETMARK, INC | $417 | 13 | 0.00% | 3q | HELD |
| HRT FINANCIAL LP | $271 | 8,454 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $132 | 4,111 | 0.01% | 4q | -5.3% |
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 | 36 | $71.5M | 2,229,288 | 8 | 5 | 16 | 0.0% |
| Q1 2026 | 52 | $113.7M | 3,982,987 | 8 | 14 | 20 | 0.0% |
| Q4 2025 | 49 | $120.8M | 4,066,763 | 7 | 13 | 16 | 0.0% |
| Q3 2025 | 40 | $108.8M | 3,765,946 | 13 | 8 | 16 | 0.0% |
| Q2 2025 | 34 | $61.6M | 2,238,550 | 3 | 12 | 11 | 0.0% |
| Q1 2025 | 35 | $60.0M | 2,356,303 | 18 | 7 | 6 | 0.0% |
| Q4 2024 | 17 | $37.1M | 1,392,604 | 5 | 2 | 2 | 0.0% |
| Q3 2024 | 12 | $32.7M | 1,239,611 | 12 | 0 | 0 | 0.0% |