Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / US LRGCP B10 JUL
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Number of holders
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37
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Total 13F shares, excl. options
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988K
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Shares change
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-242K
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Total reported value, excl. options
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$37.8M
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Value change
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-$9.81M
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Number of buys
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10
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Number of sells
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-24
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Price
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$38.25
Significant Holders of AIM ETF PRODUCTS TRUST - US LRGCP B10 JUL (JULT) as of Q1 2025
45 filings reported holding JULT - AIM ETF PRODUCTS TRUST - US LRGCP B10 JUL as of Q1 2025.
AIM ETF PRODUCTS TRUST - US LRGCP B10 JUL (JULT) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 988K shares
.
Largest 10 shareholders include WealthPlan Investment Management, LLC (210K shares), COMMONWEALTH EQUITY SERVICES, LLC (172K shares), OSAIC HOLDINGS, INC. (145K shares), WealthPLAN Partners, LLC (97.2K shares), ENVESTNET ASSET MANAGEMENT INC (38.8K shares), Cetera Investment Advisers (36.2K shares), JIM SAULNIER & ASSOCIATES, LLC (33.7K shares), CENTAURUS FINANCIAL, INC. (31K shares), Atria Wealth Solutions, Inc. (29.9K shares), and Grantvest Financial Group LLC (24.1K shares).
This table shows the top 37 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.