HolderBook

AIM ETF PRODUCTS TRUST (JUNW)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

76
Reporting holders
$269.2M
Reported value
0.0%
Held as options
+40
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

FilerValueShares Their book Held Change
AE Wealth Management LLC$93.6M2,723,1580.44%9q+39964.1%+$93.4M
Lloyd Advisory Services, LLC.$18.4M533,7037.11%newNEW
ACCESS FINANCIAL SERVICES, INC.$15.6M453,3575.11%newNEW
LPL Financial LLC$8.3M241,3760.00%11q+98.9%+$4.1M
POM Investment Strategies, LLC$8.0M232,7639.07%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$7.8M226,1890.01%13q+88.0%+$3.6M
Authentikos Wealth Advisory, LLC$7.6M219,8834.83%newNEW
OSAIC HOLDINGS, INC.$7.0M203,0500.01%13q+98.5%+$3.5M
Allianz SE$6.7M195,4710.07%3q+22.6%+$1.2M
Ausdal Financial Partners, Inc.$6.0M175,9070.24%newNEW
Wellment Financial$6.0M175,4396.88%newNEW
HOWARD BAILEY SECURITIES, LLC$6.0M173,3932.24%newNEW
AMERICAN ASSET MANAGEMENT INC.$5.9M170,1544.77%9q-1.5%-$89.4K
Integrated Wealth Management$4.6M134,7074.89%newNEW
FSA Advisors, Inc.$4.5M131,3301.04%newNEW
Outlook Wealth Advisors, LLC$4.3M123,6840.92%newNEW
B.O.S.S. Retirement Advisors, LLC$4.1M120,4401.12%newNEW
Cetera Investment Advisers$3.5M102,2190.00%13q+22.4%+$644.3K
Kestra Advisory Services, LLC$2.9M83,5980.01%13q+21.6%+$510.7K
RAYMOND JAMES FINANCIAL INC$2.8M81,3690.00%7q+51.9%+$956.4K
Networth Advisors, LLC$2.6M76,9121.54%newNEW
Golden Reserve Retirement LLC$2.4M70,3610.38%newNEW
Spire Wealth Management$2.4M69,8370.07%7q+83.8%+$1.1M
TOUNJIAN ADVISORY PARTNERS, LLC$2.3M67,4020.99%newNEW
Great Lakes Retirement, Inc.$2.2M64,3260.20%newNEW
Csenge Advisory Group$2.2M64,3060.09%newNEW
Elevated Capital Advisors, LLC$2.2M63,8910.60%8q+2595.8%+$2.1M
Centennial Advisors, LLC$2.1M61,9352.54%newNEW
Aspire Capital Advisors LLC$1.6M47,8140.32%5q+307.8%+$1.2M
Farther Finance Advisors, LLC$1.6M45,1340.01%8q+27.3%+$333.0K
LifeWealth Investments, LLC$1.5M42,6830.39%newNEW
OLD MISSION CAPITAL LLC$1.4M40,0380.02%4q+326.4%+$1.1M
Foundations Investment Advisors, LLC$1.3M36,8210.01%newNEW
SMART Wealth LLC$1.2M35,5280.26%newNEW
World Investment Advisors$1.1M31,7080.02%2q+67.8%+$440.5K
HARBOUR INVESTMENTS, INC.$1.1M31,6460.01%13q+65.0%+$428.7K
Joseph P. Lucia & Associates, LLC$990.3K28,7950.30%5q+178.1%+$634.2K
Kingdom Financial Group LLC.$881.2K25,6250.23%newNEW
GTS SECURITIES LLC$874.7K25,4350.02%newNEW
Blackston Financial Advisory Group, LLC$855.8K24,8840.48%newNEW
MML INVESTORS SERVICES, LLC$839.7K24,4160.00%newNEW
Focus Financial Network, Inc.$805.9K23,4350.02%9q+117.3%+$435.1K
Key Capital Management, INC$765.9K22,2720.39%newNEW
ENVESTNET ASSET MANAGEMENT INC$660.5K19,2050.00%9q+80.1%+$293.7K
Stonebridge Financial Group, LLC / MO$649.5K18,8870.43%3q+47.6%+$209.3K
Grantvest Financial Group LLC$645.1K18,7590.37%7qHELD
Global Retirement Partners, LLC$617.0K17,9400.01%5qHELD
Westshore Wealth, LLC$607.2K17,6560.19%newNEW
Castle Rock Wealth Management, LLC$604.0K17,5910.12%9q+48.9%+$198.3K
JIM SAULNIER & ASSOCIATES, LLC$571.0K16,6050.23%8q-14.3%-$95.3K
Barnes Dennig Private Wealth Management LLC$543.7K15,8090.43%5qHELD
First Heartland Consultants, Inc.$538.4K15,6570.03%newNEW
PFG Advisors$529.8K15,4060.03%9q+65.6%+$210.0K
Montgomery Financial Services LLC$506.8K14,7360.44%newFIRST
INDEPENDENT FINANCIAL GROUP, LLC$385.8K11,2180.01%3q+63.8%+$150.2K
Diversify Advisory Services, LLC$331.9K9,7000.01%newNEW
DIVERSIFY WEALTH MANAGEMENT, LLC$331.9K9,7000.01%newNEW
Carmel Capital Partners, LLC$268.2K7,8000.09%newNEW
FWG Investments, LLC.$261.3K7,5980.14%newNEW
Quest 10 Wealth Builders, Inc.$256.8K7,4680.20%newNEW
TAGStone Capital, Inc.$247.8K7,2050.08%5qHELD
IFG Advisory, LLC$247.7K7,2030.01%newNEW
GOLDMAN SACHS GROUP INC$243.8K7,0880.00%newNEW
WEALTHGARDEN F.S. LLC$241.1K7,0110.14%9qHELD
KINTRA WEALTH, LLC$229.3K6,5450.01%newNEW
Avidian Wealth Enterprises, LLC$226.8K6,5960.01%newNEW
LANARK FINANCIAL, INC.$175.5K5,1030.01%9qHELD
IFP Advisors, Inc$121.6K3,5360.00%newNEW
Decker Retirement Planning Inc.$73.0K2,1220.02%newNEW
Mosley Wealth Management$71.4K2,0770.02%newNEW
UBS Group AG$61.4K1,7850.00%4q+2188.5%+$58.7K
CREATIVE FINANCIAL DESIGNS INC /ADV$46.4K1,3500.00%5q+4.7%+$2.1K
ST GERMAIN D J CO INC$37.5K1,0900.00%2qHELD
EVOLUTION WEALTH MANAGEMENT INC.$20.8K6040.01%newNEW
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$15.3K4440.00%13qHELD
CENTAURUS FINANCIAL, INC.$4.0K116,3120.15%13q+525.8%+$3.4K
COMPASS FINANCIAL MANAGEMENT LLC$2.3K650.00%newFIRST
Cambridge Investment Research Advisors, Inc.$1.4K39,3940.00%7q+140.1%
PARK AVENUE SECURITIES LLC$66819,4260.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202676$269.2M7,827,953402420.0%
Q1 202636$41.8M1,254,48734140.0%
Q4 202536$45.2M1,353,49845140.0%
Q3 202533$36.9M1,126,38225120.0%
Q2 202536$34.4M1,100,80781660.0%
Q1 202536$69.8M2,347,08557140.0%
Q4 202439$73.4M2,444,72495150.0%
Q3 202434$30.7M1,038,71964150.0%
Q2 202437$132.5M4,848,10322930.0%
Q1 202415$12.3M441,4202340.0%
Q4 202318$66.0M2,430,9443290.0%
Q3 202322$59.6M2,333,6814890.0%
Q2 202321$57.6M2,236,69720000.0%