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DaveManuel.com · Institutional Ownership · Who Owns It

AIM ETF PRODUCTS TRUST (JUNW)

Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.

81
Reporting holders
$274.2M
Reported value
0.0%
Calls
0.0%
Puts
+42
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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
Outlook Wealth Advisors, LLC$4.3M123,6840.92%newNEW
B.O.S.S. Retirement Advisors, LLC$4.1M120,4401.12%newNEW
CENTAURUS FINANCIAL, INC.$4.0M116,3120.15%13q+525.8%+$3.4M
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
FSA Advisors, Inc.$2.3M65,6651.04%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
Cambridge Investment Research Advisors, Inc.$1.4M39,3940.00%7q+140.1%+$790.0K
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
BFC Planning, Inc.$841.1K24,4570.03%7q+6.3%+$49.8K
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
PARK AVENUE SECURITIES LLC$668.0K19,4260.00%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
Advus Financial Partners, LLC$369.9K10,7560.11%newNEW
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
COMPASS FINANCIAL MANAGEMENT LLC$2.3K650.00%newFIRST

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
Q3 202630$52.8M1,514,17649140.0%
Q2 202681$274.2M7,972,633422720.0%
Q1 202639$43.8M1,312,48935140.0%
Q4 202539$47.1M1,410,52145140.0%
Q3 202537$43.0M1,313,61925150.0%
Q2 202542$42.1M1,343,97291970.0%
Q1 202541$75.1M2,527,36658150.0%
Q4 202444$79.1M2,632,129105170.0%
Q3 202439$36.2M1,224,53664190.0%
Q2 202444$140.9M5,142,521261230.0%
Q1 202420$16.4M589,4333350.0%
Q4 202321$69.4M2,557,21232100.0%
Q3 202325$62.9M2,461,04448100.0%
Q2 202324$61.2M2,375,50323000.0%