Vault-13

AIM ETF PRODUCTS TRUST SIXJ

U S LRGCP 6M JAN · ETP · CUSIP 00888H869

57 institutional holders +1 vs Q1 2025
3,873,8263.9m shares reported held*
$123.9mreported value*
5 new 18 added 22 reduced 4 sold out net bought ≈ $5.5m (+171.0k 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 ($11.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.99.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 15Q4 22: 15Q1 23: 21Q2 23: 22Q3 23: 35Q4 23: 46Q1 24: 37Q2 24: 41Q3 24: 61Q4 24: 43Q1 25: 56Q2 25: 5757Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202215
Q4 202215
Q1 202321
Q2 202322
Q3 202335
Q4 202346
Q1 202437
Q2 202441
Q3 202461
Q4 202443
Q1 202556
Q2 202557

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 26 bought or addedQ3 23: 6 cut or sold outQ4 23: 21 bought or addedQ4 23: 21 cut or sold outQ4 23Q1 24: 25 bought or addedQ1 24: 21 cut or sold outQ2 24: 22 bought or addedQ2 24: 16 cut or sold outQ2 24Q3 24: 39 bought or addedQ3 24: 17 cut or sold outQ4 24: 15 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 30 bought or addedQ1 25: 21 cut or sold outQ2 25: 23 bought or addedQ2 25: 26 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023266
Q4 20232121
Q1 20242521
Q2 20242216
Q3 20243917
Q4 20241544
Q1 20253021
Q2 20252326

Biggest buyers

USA FINANCIAL FORMULAS Added +174,413+174.4k
RFG Advisory, LLC Added +93,351+93.4k
RED CRANE WEALTH MANAGEMENT, LLC Added +45,747+45.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +16,472+16.5k
SECURED RETIREMENT ADVISORS, LLC New +7,639+7.6k
LPL Financial LLC Added +6,507+6.5k
BARCLAYS PLC New +4,630+4.6k
RAYMOND JAMES FINANCIAL INC Added +4,275+4.3k
LifeWealth Investments, LLC Added +3,711+3.7k
Mid-American Wealth Advisory Group, Inc. New +1,784+1.8k

Biggest sellers

Authentikos Wealth Advisory, LLC Sold out -66,613-66.6k
Cambridge Investment Research Advisors, Inc. Reduced -30,366-30.4k
Cetera Investment Advisers Reduced -14,099-14.1k
Gladstone Institutional Advisory LLC Reduced -10,126-10.1k
Janney Montgomery Scott LLC Reduced -8,945-8.9k
Strategic Blueprint, LLC Reduced -8,158-8.2k
Atria Wealth Solutions, Inc. Reduced -7,176-7.2k
OSAIC HOLDINGS, INC. Reduced -6,654-6.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -6,628-6.6k
AE Wealth Management LLC Reduced -6,353-6.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 643,518643.5k $20.6m $20.6m 0.04% Reduced -6.7k -6,654
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 330,879330.9k $10.6m $10.6m 0.00% Added +4.3k +4,275
3 RFG Advisory, LLC 0.24% of their portfolio BIRMINGHAM, AL 316,552316.6k $10.1m $10.1m 0.24% Added +93.4k +93,351
4 RED CRANE WEALTH MANAGEMENT, LLC 9.15% of their portfolio SAN FRANCISCO, CA 313,832313.8k $10.0m $10.0m 9.15% Added +45.7k +45,747
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 312,600312.6k $10.0m $10.0m 0.02% Reduced -14.1k -14,099
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 307,373307.4k $9.8m $9.8m 0.01% Added +16.5k +16,472
7 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 270,223270.2k $8.6m $8.6m 0.06% Reduced -6.4k -6,353
8 USA FINANCIAL FORMULAS 0.95% of their portfolio ADA, MI 174,494174.5k $5.6m $5.6m 0.95% Added +174.4k +174,413
9 Atria Wealth Solutions, Inc. 0.11% of their portfolio NEW YORK, NY 158,790158.8k $5.1m $5.1m 0.11% Reduced -7.2k -7,176
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 115,244115.2k $3.7m $3.7m 0.00% Reduced -4.8k -4,773
11 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 81,52381.5k $2.6m $2.6m 0.01% Reduced -8.9k -8,945
12 RETIREMENT GUYS FORMULA LLC 0.93% of their portfolio MAUMEE, OH 76,09476.1k $2.4m $2.4m 0.93% Reduced -1.6k -1,557
13 Lloyd Advisory Services, LLC. 1.16% of their portfolio SUWANEE, GA 74,94274.9k $2.4m $2.4m 1.16% Reduced -1.9k -1,874
14 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 57,81257.8k $1.9m $1.9m 0.09% Reduced -8.2k -8,158
15 INDEPENDENT FINANCIAL GROUP, LLC 0.05% of their portfolio SAN DIEGO, CA 52,42452.4k $1.7m $1.7m 0.05% Reduced -3.5k -3,451
16 B.O.S.S. Retirement Advisors, LLC 0.42% of their portfolio Lehi, UT 52,24852.2k $1.7m $1.7m 0.42% Added +1.0k +1,044
17 Gladstone Institutional Advisory LLC 0.06% of their portfolio Bedminster, NJ 46,44346.4k $1.5m $1.5m 0.06% Reduced -10.1k -10,126
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,09841.1k $1.3m $1.3m 0.00% Reduced -6.6k -6,628
19 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 37,76837.8k $1.2m $1.2m 0.01% Reduced -916 -916
20 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 36,90236.9k $1.2m $1.2m 0.01% Reduced -2.5k -2,535
21 First Heartland Consultants, Inc. 0.10% of their portfolio LAKE ST. LOUIS, MO 35,38335.4k $1.1m $1.1m 0.10% Added +1.5k +1,518
22 Elevated Capital Advisors, LLC 0.29% of their portfolio SANDY, UT 34,18234.2k $1.0m $1.0m 0.29% Unchanged
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,10432.1k $1.0m $1.0m 0.00% Added +6.5k +6,507
24 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.06% of their portfolio CEDAR RAPIDS, IA 29,25229.3k $936.4k $936.4k 0.06% Added +817 +817
25 HOWARD BAILEY SECURITIES, LLC 0.28% of their portfolio FORT WAYNE, IN 28,03328.0k $897.3k $897.3k 0.28% Added +545 +545
26 LifeWealth Investments, LLC 0.15% of their portfolio WINTER GARDEN, FL 27,38927.4k $876.7k $876.7k 0.15% Added +3.7k +3,711
27 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 27,29427.3k $884.6k $884.6k 0.01% Added +113 +113
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,00323.0k $736.0k $736.0k 0.00% Reduced -30.4k -30,366
29 BCGM Wealth Management, LLC 0.19% of their portfolio LAFAYETTE, IN 20,50220.5k $656.3k $656.3k 0.19% Unchanged
30 Great Lakes Retirement, Inc. 0.07% of their portfolio SANDUSKY, OH 18,76418.8k $600.6k $600.6k 0.07% Reduced -1.5k -1,457
31 Sequent Planning LLC 0.12% of their portfolio OMAHA, NE 11,35511.4k $363.5k $363.5k 0.12% Reduced -241 -241
32 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 10,92810.9k $349.8k $349.8k 0.03% Reduced -2.5k -2,538
33 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,7509.8k $312.1k $312.1k 0.00% Added +500 +500
34 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 8,8778.9k $284.2k $284.2k 0.01% Unchanged
35 Wealthquest Corp 0.02% of their portfolio CINCINNATI, OH 8,5638.6k $274.1k $274.1k 0.02% Unchanged
36 SECURED RETIREMENT ADVISORS, LLC 0.15% of their portfolio ST LOUIS PARK, MN 7,6397.6k $244.5k $244.5k 0.15% New
37 Fortis Capital Management LLC 0.03% of their portfolio BELLEVUE, WA 6,9697.0k $223.1k $223.1k 0.03% Unchanged
38 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 5,6785.7k $181.8k $181.8k 0.01% Added +385 +385
39 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 5,1415.1k $165.0k $165.0k 0.01% Reduced -3.0k -3,028
40 Allianz Investment Management U.S. LLC 0.01% of their portfolio Minneapolis, MN 5,0005.0k $160.1k $160.1k 0.01% Unchanged
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,6304.6k $148.2k $148.2k 0.00% New
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,9332.9k $93.9k $93.9k 0.00% Reduced -2.0k -2,019
43 Financial Network Wealth Advisors LLC 0.10% of their portfolio MURRAY, UT 2,5362.5k $81.2k $81.2k 0.10% Unchanged
44 Mid-American Wealth Advisory Group, Inc. 0.03% of their portfolio KANSAS CITY, MO 1,7841.8k $57.1k $57.1k 0.03% New
45 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 1,6291.6k $52.1k $52.1k 0.00% New
46 Quest 10 Wealth Builders, Inc. 0.03% of their portfolio Fuquay-Varina, VA 978978 $31.3k $31.3k 0.03% Added +59 +59
47 Transce3nd, LLC 0.01% of their portfolio BUDA, TX 958958 $30.7k $30.7k 0.01% Added +1 +1
48 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 725725 $23.0k $23.0k 0.00% Unchanged
49 Park Square Financial Group, LLC 0.02% of their portfolio ROSWELL, GA 705705 $22.6k $22.6k 0.02% Added +126 +126
50 Pineridge Advisors LLC 0.00% of their portfolio ST. CHARLES, MO 331331 $10.6k $10.6k 0.00% Reduced -234 -234
51 Decker Retirement Planning Inc. 0.00% of their portfolio LEVI, UT 189189 $6.0k $6.0k 0.00% Added +54 +54
52 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7575 $2.4k $2.4k 0.00% New
53 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 5050 $1.6k $1.6k 0.00% Unchanged
54 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4343 $1.4k $1.4k 0.00% First filing
55 Capital A Wealth Management, LLC 0.01% of their portfolio CRANBERRY TWP, PA 3737 $982 $982 0.01% Reduced -240 -240
56 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1010 $321 $321 0.00% Unchanged
57 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged