Vault-13

AIM ETF PRODUCTS TRUST JUNW

US LRGCP B20 JUN · ETP · CUSIP 00888H737

80 institutional holders +41 vs Q1 2026
7,948,1767.9m shares reported held*
$273.3mreported value*
41 new 27 added 3 reduced 3 sold out net bought ≈ $227.5m (+6.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.39.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q2 23: 25Q3 23: 26Q4 23: 22Q1 24: 19Q2 24: 46Q3 24: 41Q4 24: 45Q1 25: 42Q2 25: 43Q3 25: 37Q4 25: 39Q1 26: 39Q2 26: 8080Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 202325
Q3 202326
Q4 202322
Q1 202419
Q2 202446
Q3 202441
Q4 202445
Q1 202542
Q2 202543
Q3 202537
Q4 202539
Q1 202639
Q2 202680

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 11 bought or addedQ3 24: 32 cut or sold outQ4 24: 15 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 25 cut or sold outQ2 25: 28 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 7 bought or addedQ3 25: 21 cut or sold outQ4 25: 8 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 17 cut or sold outQ2 26: 68 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241132
Q4 20241526
Q1 20251325
Q2 20252816
Q3 2025721
Q4 2025816
Q1 20261017
Q2 2026686

Biggest buyers

AE Wealth Management LLC Added +2,716,361+2.7m
Lloyd Advisory Services, LLC. New +533,703+533.7k
ACCESS FINANCIAL SERVICES, INC. New +453,357+453.4k
POM Investment Strategies, LLC New +232,763+232.8k
Authentikos Wealth Advisory, LLC New +219,883+219.9k
Ausdal Financial Partners, Inc. New +175,907+175.9k
Wellment Financial New +175,439+175.4k
HOWARD BAILEY SECURITIES, LLC New +173,393+173.4k
Integrated Wealth Management New +134,707+134.7k
Outlook Wealth Advisors, LLC New +123,684+123.7k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -62,868-62.9k
JPMORGAN CHASE & CO Sold out -18,641-18.6k
JIM SAULNIER & ASSOCIATES, LLC Reduced -2,771-2.8k
AMERICAN ASSET MANAGEMENT INC. Reduced -2,600-2.6k
BARCLAYS PLC Sold out -416-416
WEALTHGARDEN F.S. LLC Reduced -17-17

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.44% of their portfolio TOPEKA, KS 2,723,1582.7m $93.6m $93.6m 0.44% Added +2.7m +2,716,361
2 Lloyd Advisory Services, LLC. 7.11% of their portfolio SUWANEE, GA 533,703533.7k $18.4m $18.4m 7.11% New
3 ACCESS FINANCIAL SERVICES, INC. 5.11% of their portfolio MINNEAPOLIS, MN 453,357453.4k $15.6m $15.6m 5.11% New
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 241,376241.4k $8.3m $8.3m 0.00% Added +120.0k +120,016
5 POM Investment Strategies, LLC 9.07% of their portfolio RALEIGH, NC 232,763232.8k $8.0m $8.0m 9.07% New
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 226,189226.2k $7.8m $7.8m 0.01% Added +105.8k +105,845
7 Authentikos Wealth Advisory, LLC 4.83% of their portfolio MORGAN HILL, CA 219,883219.9k $7.6m $7.6m 4.83% New
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 203,050203.1k $7.0m $7.0m 0.01% Added +100.7k +100,738
9 Allianz SE 0.07% of their portfolio Munich, 2M 195,471195.5k $6.7m $6.7m 0.07% Added +36.0k +36,032
10 Ausdal Financial Partners, Inc. 0.24% of their portfolio Davenport, IA 175,907175.9k $6.0m $6.0m 0.24% New
11 Wellment Financial 6.88% of their portfolio ELMHURST, IL 175,439175.4k $6.0m $6.0m 6.88% New
12 HOWARD BAILEY SECURITIES, LLC 2.24% of their portfolio FORT WAYNE, IN 173,393173.4k $6.0m $6.0m 2.24% New
13 AMERICAN ASSET MANAGEMENT INC. 4.77% of their portfolio Boca Raton, FL 170,154170.2k $5.9m $5.9m 4.77% Reduced -2.6k -2,600
14 Integrated Wealth Management 4.89% of their portfolio UNIONTOWN, OH 134,707134.7k $4.6m $4.6m 4.89% New
15 Outlook Wealth Advisors, LLC 0.92% of their portfolio SHENANDOAH, TX 123,684123.7k $4.3m $4.3m 0.92% New
16 B.O.S.S. Retirement Advisors, LLC 1.12% of their portfolio Lehi, UT 120,440120.4k $4.1m $4.1m 1.12% New
17 CENTAURUS FINANCIAL, INC. 0.16% of their portfolio ANAHEIM, CA 116,312116.3k $4.0m $4.0m 0.16% Added +97.7k +97,727
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 102,219102.2k $3.5m $3.5m 0.00% Added +18.7k +18,735
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 83,59883.6k $2.9m $2.9m 0.01% Added +14.9k +14,851
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 81,36981.4k $2.8m $2.8m 0.00% Added +27.8k +27,810
21 Networth Advisors, LLC 1.54% of their portfolio CANONSBURG, PA 76,91276.9k $2.6m $2.6m 1.54% New
22 Golden Reserve Retirement LLC 0.38% of their portfolio DUBLIN, OH 70,36170.4k $2.4m $2.4m 0.38% New
23 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 69,83769.8k $2.4m $2.4m 0.07% Added +31.8k +31,836
24 TOUNJIAN ADVISORY PARTNERS, LLC 0.99% of their portfolio FORT MYERS, FL 67,40267.4k $2.3m $2.3m 0.99% New
25 FSA Advisors, Inc. 1.04% of their portfolio TROY, MI 65,66565.7k $2.3m $2.3m 1.04% New
26 Great Lakes Retirement, Inc. 0.20% of their portfolio SANDUSKY, OH 64,32664.3k $2.2m $2.2m 0.20% New
27 Csenge Advisory Group 0.09% of their portfolio CLEARWATER, FL 64,30664.3k $2.2m $2.2m 0.09% New
28 Elevated Capital Advisors, LLC 0.60% of their portfolio SANDY, UT 63,89163.9k $2.2m $2.2m 0.60% Added +61.5k +61,521
29 Centennial Advisors, LLC 2.54% of their portfolio AUSTIN, TX 61,93561.9k $2.1m $2.1m 2.54% New
30 Aspire Capital Advisors LLC 0.32% of their portfolio SEATTLE, WA 47,81447.8k $1.6m $1.6m 0.32% Added +36.1k +36,089
31 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 45,13445.1k $1.6m $1.6m 0.01% Added +9.7k +9,684
32 LifeWealth Investments, LLC 0.39% of their portfolio WINTER GARDEN, FL 42,68342.7k $1.5m $1.5m 0.39% New
33 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 40,03840.0k $1.4m $1.4m 0.04% Added +30.6k +30,649
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 39,39439.4k $1.4m $1.4m 0.00% Added +23.0k +22,986
35 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 36,82136.8k $1.3m $1.3m 0.01% New
36 SMART Wealth LLC 0.26% of their portfolio Omaha, NE 35,52835.5k $1.2m $1.2m 0.26% New
37 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 31,70831.7k $1.1m $1.1m 0.02% Added +12.8k +12,808
38 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 31,64631.6k $1.1m $1.1m 0.01% Added +12.5k +12,465
39 Joseph P. Lucia & Associates, LLC 0.30% of their portfolio Yorktown Heights, NY 28,79528.8k $990.3k $990.3k 0.30% Added +18.4k +18,440
40 Kingdom Financial Group LLC. 0.23% of their portfolio PEORIA, AZ 25,62525.6k $881.2k $881.2k 0.23% New
41 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 25,43525.4k $874.7k $874.7k 0.02% New
42 Blackston Financial Advisory Group, LLC 0.48% of their portfolio THE VILLAGES, FL 24,88424.9k $855.8k $855.8k 0.48% New
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,41624.4k $839.7k $839.7k 0.00% New
44 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 23,43523.4k $805.9k $805.9k 0.02% Added +12.7k +12,652
45 Key Capital Management, INC 0.39% of their portfolio HENDERSONVILLE, TN 37075, TN 22,27222.3k $765.9k $765.9k 0.39% New
46 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 19,42619.4k $668.0k $668.0k 0.00% New
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,20519.2k $660.5k $660.5k 0.00% Added +8.5k +8,541
48 Stonebridge Financial Group, LLC / MO 0.43% of their portfolio ST. LOUIS, MO 18,88718.9k $649.5k $649.5k 0.43% Added +6.1k +6,087
49 Grantvest Financial Group LLC 0.37% of their portfolio MATAWAN, NJ 18,75918.8k $645.1k $645.1k 0.37% Unchanged
50 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 17,94017.9k $617.0k $617.0k 0.01% First filing
51 Westshore Wealth, LLC 0.19% of their portfolio NEWPORT BEACH, CA 17,65617.7k $607.2k $607.2k 0.19% New
52 Castle Rock Wealth Management, LLC 0.12% of their portfolio WALNUT CREEK, CA 17,59117.6k $604.0k $604.0k 0.12% Added +5.8k +5,775
53 JIM SAULNIER & ASSOCIATES, LLC 0.23% of their portfolio FORT COLLINS, CO 16,60516.6k $571.0k $571.0k 0.23% Reduced -2.8k -2,771
54 Barnes Dennig Private Wealth Management LLC 0.43% of their portfolio CINCINNATI, OH 15,80915.8k $543.7k $543.7k 0.43% Unchanged
55 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 15,65715.7k $538.4k $538.4k 0.03% New
56 PFG Advisors 0.03% of their portfolio Phoenix, AZ 15,40615.4k $529.8k $529.8k 0.03% Added +6.1k +6,105
57 Montgomery Financial Services LLC 0.44% of their portfolio OCEAN CITY, MD 14,73614.7k $506.8k $506.8k 0.44% First filing
58 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 11,21811.2k $385.8k $385.8k 0.01% Added +4.4k +4,368
59 Advus Financial Partners, LLC 0.08% of their portfolio WINTER PARK, FL 10,75610.8k $369.9k $369.9k 0.08% Added +400 +400
60 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 9,7009.7k $331.9k $331.9k 0.01% New
61 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 9,7009.7k $331.9k $331.9k 0.01% New
62 Carmel Capital Partners, LLC 0.09% of their portfolio SAN DIEGO, CA 7,8007.8k $268.2k $268.2k 0.09% New
63 FWG Investments, LLC. 0.14% of their portfolio LEXINGTON, KY 7,5987.6k $261.3k $261.3k 0.14% New
64 Quest 10 Wealth Builders, Inc. 0.20% of their portfolio Fuquay-Varina, VA 7,4687.5k $256.8k $256.8k 0.20% New
65 TAGStone Capital, Inc. 0.08% of their portfolio CHARLOTTE, NC 7,2057.2k $247.8k $247.8k 0.08% Unchanged
66 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 7,2037.2k $247.7k $247.7k 0.01% New
67 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,0887.1k $243.8k $243.8k 0.00% New
68 WEALTHGARDEN F.S. LLC 0.14% of their portfolio EL SEGUNDO, CA 7,0117.0k $241.1k $241.1k 0.14% Reduced -17 -17
69 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,5966.6k $226.8k $226.8k 0.01% New
70 KINTRA WEALTH, LLC 0.01% of their portfolio WILLIAMSPORT, PA 6,5456.5k $229.3k $229.3k 0.01% New
71 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 5,1035.1k $175.5k $175.5k 0.01% Unchanged
72 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,5363.5k $121.6k $121.6k 0.00% New
73 Decker Retirement Planning Inc. 0.02% of their portfolio LEVI, UT 2,1222.1k $73.0k $73.0k 0.02% New
74 Mosley Wealth Management 0.02% of their portfolio ANAHEIM, CA 2,0772.1k $71.4k $71.4k 0.02% New
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,7851.8k $61.4k $61.4k 0.00% Added +1.7k +1,707
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,3501.4k $46.4k $46.4k 0.00% Added +61 +61
77 ST GERMAIN D J CO INC 0.00% of their portfolio SPRINGFIELD, MA 1,0901.1k $37.5k $37.5k 0.00% Unchanged
78 EVOLUTION WEALTH MANAGEMENT INC. 0.01% of their portfolio FORT MYERS, FL 604604 $20.8k $20.8k 0.01% New
79 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 444444 $15.3k $15.3k 0.00% Unchanged
80 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 6565 $2.3k $2.3k 0.00% First filing