Vault-13

AIM ETF PRODUCTS TRUST DECW

US LRGCP B20 DEC · ETP · CUSIP 00888H794

76 institutional holders -2 vs Q1 2025
8,941,6988.9m shares reported held*
$282.3mreported value*
6 new 26 added 31 reduced 9 sold out net sold ≈ $2.3m (-73.8k 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 ≈ $31.57.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 22: 27Q1 23: 31Q2 23: 32Q3 23: 29Q4 23: 50Q1 24: 41Q2 24: 41Q3 24: 39Q4 24: 76Q1 25: 78Q2 25: 7676Q4 22Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 202227
Q1 202331
Q2 202332
Q3 202329
Q4 202350
Q1 202441
Q2 202441
Q3 202439
Q4 202476
Q1 202578
Q2 202576

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 6 bought or addedQ3 23: 25 cut or sold outQ4 23: 32 bought or addedQ4 23: 12 cut or sold outQ4 23Q1 24: 16 bought or addedQ1 24: 28 cut or sold outQ2 24: 11 bought or addedQ2 24: 17 cut or sold outQ2 24Q3 24: 10 bought or addedQ3 24: 20 cut or sold outQ4 24: 45 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 37 bought or addedQ1 25: 28 cut or sold outQ2 25: 32 bought or addedQ2 25: 40 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023625
Q4 20233212
Q1 20241628
Q2 20241117
Q3 20241020
Q4 20244514
Q1 20253728
Q2 20253240

Biggest buyers

Authentikos Wealth Advisory, LLC Added +222,301+222.3k
AE Wealth Management LLC Added +54,896+54.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +37,025+37.0k
Signal Advisors Wealth, LLC Added +36,733+36.7k
HARBOUR INVESTMENTS, INC. Added +27,811+27.8k
LifeWealth Investments, LLC Added +18,769+18.8k
LPL Financial LLC Added +14,648+14.6k
HRT FINANCIAL LP New +13,172+13.2k
Park Square Financial Group, LLC Added +12,210+12.2k
Csenge Advisory Group Added +11,603+11.6k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -147,282-147.3k
ACCESS FINANCIAL SERVICES, INC. Reduced -108,706-108.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -47,709-47.7k
AssuredPartners Investment Advisors, LLC Reduced -43,831-43.8k
Lord & Richards Wealth Management, LLC Sold out -28,218-28.2k
Wealth Group, Ltd. Sold out -26,725-26.7k
Spire Wealth Management Reduced -24,973-25.0k
Lloyd Advisory Services, LLC. Reduced -22,327-22.3k
JPMORGAN CHASE & CO Sold out -20,923-20.9k
POM Investment Strategies, LLC Sold out -18,995-19.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.82% of their portfolio TOPEKA, KS 3,544,9363.5m $112.0m $112.0m 0.82% Added +54.9k +54,896
2 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 676,805676.8k $21.4m $21.4m 0.03% Added +37.0k +37,025
3 ACCESS FINANCIAL SERVICES, INC. 7.76% of their portfolio MINNEAPOLIS, MN 649,506649.5k $20.5m $20.5m 7.76% Reduced -108.7k -108,706
4 Lloyd Advisory Services, LLC. 8.42% of their portfolio SUWANEE, GA 551,395551.4k $17.4m $17.4m 8.42% Reduced -22.3k -22,327
5 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 453,712453.7k $14.3m $14.3m 0.03% Reduced -7.5k -7,549
6 Wellment Financial 11.83% of their portfolio ELMHURST, IL 291,584291.6k $9.2m $9.2m 11.83% Reduced -429 -429
7 Authentikos Wealth Advisory, LLC 5.43% of their portfolio MORGAN HILL, CA 247,108247.1k $7.8m $7.8m 5.43% Added +222.3k +222,301
8 B.O.S.S. Retirement Advisors, LLC 1.93% of their portfolio Lehi, UT 243,060243.1k $7.7m $7.7m 1.93% Added +93 +93
9 Outlook Wealth Advisors, LLC 1.97% of their portfolio SHENANDOAH, TX 242,476242.5k $7.7m $7.7m 1.97% Reduced -2.2k -2,233
10 AMERICAN ASSET MANAGEMENT INC. 5.11% of their portfolio Boca Raton, FL 175,235175.2k $5.5m $5.5m 5.11% Reduced -10.5k -10,522
11 LifeWealth Investments, LLC 0.87% of their portfolio WINTER GARDEN, FL 160,995161.0k $5.1m $5.1m 0.87% Added +18.8k +18,769
12 HOWARD BAILEY SECURITIES, LLC 1.56% of their portfolio FORT WAYNE, IN 160,393160.4k $5.1m $5.1m 1.56% Added +1.7k +1,677
13 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 136,185136.2k $4.3m $4.3m 0.02% Reduced -2.5k -2,550
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 92,62792.6k $2.9m $2.9m 0.00% Reduced -147.3k -147,282
15 Great Lakes Retirement, Inc. 0.34% of their portfolio SANDUSKY, OH 90,49590.5k $2.9m $2.9m 0.34% Reduced -9.2k -9,175
16 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 84,32084.3k $2.7m $2.7m 0.07% Added +27.8k +27,811
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 81,93181.9k $2.6m $2.6m 0.00% Reduced -2.1k -2,057
18 TOUNJIAN ADVISORY PARTNERS, LLC 0.46% of their portfolio FORT MYERS, FL 79,10679.1k $2.4m $2.4m 0.46% Reduced -1.1k -1,074
19 Csenge Advisory Group 0.12% of their portfolio CLEARWATER, FL 73,04473.0k $2.2m $2.2m 0.12% Added +11.6k +11,603
20 FSA Advisors, Inc. 1.52% of their portfolio TROY, MI 59,24559.2k $1.9m $1.9m 1.52% Added +10.5k +10,460
21 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 58,58158.6k $1.9m $1.9m 0.07% Reduced -25.0k -24,973
22 Atria Wealth Solutions, Inc. 0.04% of their portfolio NEW YORK, NY 57,21357.2k $1.8m $1.8m 0.04% Added +223 +223
23 SMART Wealth LLC 0.54% of their portfolio Omaha, NE 54,36454.4k $1.7m $1.7m 0.54% Added +1.5k +1,518
24 Signal Advisors Wealth, LLC 0.12% of their portfolio DETROIT, MI 48,23748.2k $1.5m $1.5m 0.12% Added +36.7k +36,733
25 Blackston Financial Advisory Group, LLC 0.80% of their portfolio THE VILLAGES, FL 40,62240.6k $1.3m $1.3m 0.80% Added +11.0k +10,956
26 Cypress Wealth Services, LLC 0.21% of their portfolio PALM DESERT, CA 37,80037.8k $1.2m $1.2m 0.21% Unchanged
27 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 36,60736.6k $1.2m $1.2m 0.05% Added +2.2k +2,160
28 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 36,25536.3k $1.1m $1.1m 0.02% Added +3.3k +3,255
29 First Heartland Consultants, Inc. 0.09% of their portfolio LAKE ST. LOUIS, MO 33,03633.0k $1.0m $1.0m 0.09% Reduced -161 -161
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 26,86226.9k $848.7k $848.7k 0.00% Added +14.6k +14,648
31 Kingdom Financial Group LLC. 0.65% of their portfolio PEORIA, AZ 23,39123.4k $739.0k $739.0k 0.65% Reduced -7.3k -7,272
32 HBW ADVISORY SERVICES LLC 0.09% of their portfolio SIMI VALLEY, CA 23,05223.1k $728.3k $728.3k 0.09% Unchanged
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,32521.3k $674.0k $674.0k 0.00% Reduced -4.7k -4,723
34 Consolidated Portfolio Review Corp 0.09% of their portfolio WOODBURY, NY 19,95720.0k $630.5k $630.5k 0.09% Added +7.1k +7,067
35 Park Square Financial Group, LLC 0.41% of their portfolio ROSWELL, GA 17,75217.8k $560.9k $560.9k 0.41% Added +12.2k +12,210
36 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 17,60117.6k $556.1k $556.1k 0.00% Reduced -1.8k -1,811
37 PFG Advisors 0.03% of their portfolio Phoenix, AZ 17,24017.2k $544.7k $544.7k 0.03% Reduced -3.4k -3,351
38 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 17,04317.0k $538.0k $538.0k 0.03% Reduced -679 -679
39 Quest 10 Wealth Builders, Inc. 0.52% of their portfolio Fuquay-Varina, VA 16,85716.9k $532.6k $532.6k 0.52% Added +4.8k +4,754
40 Advus Financial Partners, LLC 0.13% of their portfolio WINTER PARK, FL 15,80115.8k $499.2k $499.2k 0.13% Reduced -3.4k -3,397
41 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 14,15614.2k $447.3k $447.3k 0.00% Added +95 +95
42 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 13,98514.0k $441.9k $441.9k 0.03% Unchanged
43 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 13,17213.2k $416.0k $416.0k 0.00% New
44 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 12,01912.0k $379.7k $379.7k 0.00% Added +2.7k +2,696
45 Patriot Financial Group Insurance Agency, LLC 0.04% of their portfolio Westborough, MA 11,64511.6k $367.9k $367.9k 0.04% Added +3.8k +3,790
46 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,38011.4k $359.6k $359.6k 0.00% Unchanged
47 Grantvest Financial Group LLC 0.26% of their portfolio MATAWAN, NJ 11,04711.0k $349.0k $349.0k 0.26% Reduced -767 -767
48 Long Island Wealth Management, Inc. 0.18% of their portfolio MELVILLE, NY 11,00011.0k $347.5k $347.5k 0.18% Unchanged
49 Garden State Investment Advisory Services LLC 0.09% of their portfolio Red Bank, NJ 10,75010.8k $339.6k $339.6k 0.09% Unchanged
50 AssuredPartners Investment Advisors, LLC 0.08% of their portfolio Tampa, FL 10,74010.7k $339.3k $339.3k 0.08% Reduced -43.8k -43,831
51 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,70110.7k $338.1k $338.1k 0.00% Reduced -10.7k -10,670
52 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 10,58110.6k $334.3k $334.3k 0.00% New
53 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,44110.4k $329.9k $329.9k 0.01% New
54 Joseph P. Lucia & Associates, LLC 0.12% of their portfolio Yorktown Heights, NY 9,2859.3k $293.4k $293.4k 0.12% Added +825 +825
55 JIM SAULNIER & ASSOCIATES, LLC 0.20% of their portfolio FORT COLLINS, CO 9,1449.1k $288.9k $288.9k 0.20% Unchanged
56 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,6127.6k $240.5k $240.5k 0.01% Added +862 +862
57 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 6,8456.8k $216.3k $216.3k 0.02% Unchanged
58 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 6,5156.5k $205.8k $205.8k 0.01% Reduced -535 -535
59 Castle Rock Wealth Management, LLC 0.05% of their portfolio WALNUT CREEK, CA 6,4926.5k $207.6k $207.6k 0.05% New
60 Accurate Wealth Management, LLC 0.03% of their portfolio WESLEY CHAPEL, FL 6,3596.4k $202.0k $202.0k 0.03% Reduced -854 -854
61 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 5,4085.4k $170.9k $170.9k 0.01% Reduced -793 -793
62 Transce3nd, LLC 0.07% of their portfolio BUDA, TX 5,0245.0k $158.7k $158.7k 0.07% Reduced -77 -77
63 Allianz Investment Management U.S. LLC 0.01% of their portfolio Minneapolis, MN 5,0005.0k $158.0k $158.0k 0.01% Unchanged
64 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,7311.7k $54.7k $54.7k 0.00% Added +485 +485
65 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,5891.6k $50.2k $50.2k 0.00% Reduced -8.6k -8,566
66 Decker Retirement Planning Inc. 0.03% of their portfolio LEVI, UT 1,5441.5k $48.8k $48.8k 0.03% Added +913 +913
67 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 1,1051.1k $34.9k $34.9k 0.01% Reduced -35 -35
68 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 988988 $31.2k $31.2k 0.00% Unchanged
69 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 800800 $25.0k $25.0k 0.00% Unchanged
70 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 220220 $7.0k $7.0k 0.00% Reduced -4 -4
71 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 194194 $6.1k $6.1k 0.00% New
72 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 192192 $6.1k $6.1k 0.00% First filing
73 Pineridge Advisors LLC 0.00% of their portfolio ST. CHARLES, MO 154154 $4.9k $4.9k 0.00% Reduced -1.1k -1,064
74 Mid-American Wealth Advisory Group, Inc. 0.00% of their portfolio KANSAS CITY, MO 116116 $3.7k $3.7k 0.00% New
75 Capital A Wealth Management, LLC 0.00% of their portfolio CRANBERRY TWP, PA 1010 $284 $284 0.00% Reduced -1.7k -1,739
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged