AIM ETF PRODUCTS TRUST (JULW)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
65
Reporting holders
$196.2M
Reported value
0.0%
Held as options
-1
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 | $49.8M | 1,220,617 | 0.06% | 21q | -4.0%-$2.1M |
| RAYMOND JAMES FINANCIAL INC | $16.9M | 414,189 | 0.00% | 7q | +321.6%+$12.9M |
| GTS FINANCIAL, LLC | $13.2M | 355,833 | 9.64% | 2q | +495.5%+$11.0M |
| LPL Financial LLC | $11.7M | 287,703 | 0.00% | 14q | +13.6%+$1.4M |
| OSAIC HOLDINGS, INC. | $10.9M | 266,353 | 0.01% | 20q | +3.2%+$339.9K |
| Cetera Investment Advisers | $9.4M | 230,401 | 0.01% | 16q | +0.9%+$79.7K |
| Advyzon Investment Management, LLC | $8.5M | 208,320 | 0.62% | 4q | +63.2%+$3.3M |
| Allianz SE | $6.9M | 168,041 | 0.07% | 3q | +22.3%+$1.3M |
| AMERICAN ASSET MANAGEMENT INC. | $6.1M | 149,192 | 4.97% | 9q | -1.2%-$73.8K |
| Guardian Capital, LLC | $5.6M | 136,855 | 4.57% | 3q | +43.9%+$1.7M |
| World Investment Advisors | $5.3M | 130,451 | 0.09% | 2q | +11.7%+$558.4K |
| Long Island Wealth Management, Inc. | $5.0M | 122,469 | 2.06% | 11q | HELD |
| Kestra Advisory Services, LLC | $4.6M | 112,954 | 0.01% | 20q | -23.1%-$1.4M |
| Ausdal Financial Partners, Inc. | $3.5M | 84,938 | 0.14% | 2q | +90.5%+$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 84,639 | 0.00% | 8q | +640.6%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 75,564 | 0.00% | 15q | +2.1%+$64.2K |
| BIP Wealth, LLC | $2.5M | 62,126 | 0.07% | 3q | -5.5%-$146.7K |
| Elevated Capital Advisors, LLC | $2.0M | 48,661 | 0.55% | 8q | -49.2%-$1.9M |
| Compass Advisory Group LLC | $1.9M | 45,781 | 0.44% | 21q | HELD |
| RFG Advisory, LLC | $1.7M | 41,515 | 0.03% | 12q | -41.5%-$1.2M |
| WEALTHGARDEN F.S. LLC | $1.5M | 35,791 | 0.83% | 8q | HELD |
| Aegis Wealth Management, Inc. | $1.4M | 34,584 | 0.91% | 3q | -0.6%-$8.7K |
| Diversify Advisory Services, LLC | $1.4M | 34,101 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.4M | 34,101 | 0.02% | 2q | -2.8%-$40.7K |
| IFP Advisors, Inc | $1.3M | 31,553 | 0.02% | 18q | HELD |
| Forty-three Eighteen Advisors, LLC | $1.1M | 27,827 | 0.76% | 3q | HELD |
| Focus Financial Network, Inc. | $1.1M | 27,353 | 0.03% | 10q | HELD |
| Cypress Wealth Services, LLC | $1.1M | 26,852 | 0.13% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.0M | 24,799 | 0.01% | 15q | -5.8%-$62.9K |
| Castle Rock Wealth Management, LLC | $1.0M | 24,619 | 0.20% | 8q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $975.4K | 23,894 | 0.02% | 6q | +2.4%+$22.7K |
| Midwest Financial Network, LLC | $887.1K | 21,732 | 0.61% | new | FIRST |
| Joseph P. Lucia & Associates, LLC | $812.1K | 19,895 | 0.24% | 5q | +12.4%+$89.8K |
| Merit Financial Group, LLC | $769.1K | 18,842 | 0.00% | 5q | +100.0%+$384.6K |
| AE Wealth Management LLC | $756.3K | 18,528 | 0.00% | 16q | -97.7%-$32.6M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $711.1K | 17,421 | 0.03% | 18q | +5.1%+$34.3K |
| Spire Wealth Management | $652.8K | 15,992 | 0.02% | 8q | -14.3%-$108.9K |
| Grantvest Financial Group LLC | $623.8K | 15,282 | 0.36% | 7q | -1.6%-$10.2K |
| PFG Advisors | $597.0K | 14,625 | 0.03% | 9q | +0.8%+$5.0K |
| Advisory Solutions Group, LLC | $521.3K | 12,771 | 0.18% | new | FIRST |
| IFG Advisory, LLC | $503.6K | 12,338 | 0.02% | new | NEW |
| Stirlingshire Investments, Inc. | $416.7K | 10,208 | 0.31% | 3q | -2.9%-$12.3K |
| Summit Financial, LLC | $399.2K | 9,780 | 0.00% | new | NEW |
| Elevation Wealth Management LLC | $391.3K | 9,585 | 0.29% | 3q | -0.8%-$3.1K |
| HB Wealth Management, LLC | $382.0K | 9,357 | 0.00% | 15q | HELD |
| Farther Finance Advisors, LLC | $337.1K | 8,258 | 0.00% | 15q | HELD |
| Strategic Blueprint, LLC | $309.5K | 7,582 | 0.02% | 17q | -3.7%-$11.9K |
| Greenbush Financial Group, LLC | $278.6K | 6,825 | 0.08% | new | NEW |
| BCGM Wealth Management, LLC | $223.2K | 5,467 | 0.05% | 5q | HELD |
| Innovative Asset Advisors Group, LLC | $212.1K | 5,195 | 0.09% | new | NEW |
| Stonebridge Financial Group, LLC / MO | $200.0K | 4,900 | 0.13% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $168.5K | 4,128 | 0.05% | 16q | -7.4%-$13.5K |
| Lloyd Advisory Services, LLC. | $162.9K | 3,991 | 0.06% | 4q | -75.6%-$505.4K |
| AdvisorNet Financial, Inc | $141.0K | 3,453 | 0.01% | 17q | HELD |
| BARCLAYS PLC | $133.2K | 3,263 | 0.00% | 3q | +2.6%+$3.3K |
| NBT BANK, N.A. | $107.4K | 2,630 | 0.01% | 8q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $47.6K | 1,167 | 0.00% | 8q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $35.6K | 865 | 0.00% | new | FIRST |
| ST GERMAIN D J CO INC | $35.2K | 862 | 0.00% | 2q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $20.3K | 497 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $16.0K | 392 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $7.0K | 171,426 | 0.01% | 24q | +111.1%+$3.7K |
| TRUST CO OF VERMONT | $6.7K | 164 | 0.00% | 3q | HELD |
| CENTAURUS FINANCIAL, INC. | $3.7K | 91,028 | 0.14% | 14q | -51.9%-$4.0K |
| MORGAN STANLEY | $3.0K | 73 | 0.00% | 13q | HELD |
| Networth Advisors, LLC | $1.4K | 35 | 0.00% | 3q | -98.9%-$123.1K |
| HRT FINANCIAL LP | $363 | 8,898 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $20 | 1 | 0.00% | new | NEW |
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 | 65 | $196.2M | 4,838,180 | 8 | 18 | 18 | 0.0% |
| Q1 2026 | 66 | $200.1M | 5,162,143 | 4 | 12 | 31 | 0.0% |
| Q4 2025 | 70 | $206.5M | 5,277,233 | 7 | 12 | 26 | 0.0% |
| Q3 2025 | 64 | $146.3M | 3,811,796 | 19 | 14 | 20 | 0.0% |
| Q2 2025 | 52 | $74.0M | 1,993,434 | 6 | 12 | 14 | 0.0% |
| Q1 2025 | 49 | $67.4M | 1,955,766 | 5 | 7 | 17 | 0.0% |
| Q4 2024 | 53 | $74.9M | 2,136,681 | 5 | 5 | 22 | 0.0% |
| Q3 2024 | 62 | $155.1M | 4,489,577 | 17 | 17 | 11 | 0.0% |
| Q2 2024 | 46 | $119.3M | 3,479,107 | 16 | 12 | 10 | 0.0% |
| Q1 2024 | 36 | $51.0M | 1,564,898 | 5 | 8 | 18 | 0.0% |
| Q4 2023 | 50 | $136.3M | 4,336,966 | 11 | 11 | 14 | 0.0% |
| Q3 2023 | 37 | $122.1M | 4,156,812 | 6 | 19 | 7 | 0.0% |
| Q2 2023 | 32 | $84.3M | 2,828,792 | 6 | 8 | 13 | 0.0% |
| Q1 2023 | 36 | $67.2M | 2,389,717 | 6 | 5 | 17 | 0.0% |
| Q4 2022 | 27 | $66.1M | 2,458,121 | 9 | 6 | 6 | 0.0% |
| Q3 2022 | 24 | $88.0M | 3,416,345 | 11 | 10 | 2 | 0.0% |
| Q2 2022 | 14 | $25.0M | 953,732 | 4 | 6 | 3 | 0.0% |
| Q1 2022 | 14 | $15.3M | 567,642 | 3 | 4 | 6 | 0.0% |
| Q4 2021 | 12 | $14.2M | 521,909 | 3 | 2 | 6 | 0.0% |
| Q3 2021 | 10 | $32.2M | 1,216,100 | 4 | 3 | 2 | 0.0% |
| Q2 2021 | 6 | $33.9M | 1,281,884 | 3 | 1 | 1 | 0.0% |
| Q1 2021 | 5 | $4.3M | 162,209 | 1 | 2 | 0 | 0.0% |
| Q4 2020 | 4 | $3.3M | 125,488 | 1 | 0 | 2 | 0.0% |
| Q3 2020 | 3 | $3.1M | 120,289 | 3 | 0 | 0 | 0.0% |