Advyzon Investment Management, LLC APRW β€” AIM ETF PRODUCTS TRUST

Ownership history in Advyzon Investment Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Advyzon Investment Management, LLC reported AIM ETF PRODUCTS TRUST (APRW) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows APRW at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advyzon Investment Management, LLC's position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APRW was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advyzon Investment Management, LLC held APRW β€” position size vs. price
% of Fund (quarterly)    APRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 142,189 +71,115 +100.1% 0.45% $5.0M 2026-05-12 $36.82
2025 Q4 ADDED β€” β€” β€” 71,074 +63,474 +835.2% 0.29% $2.5M 2026-02-13 $35.04
2025 Q3 INITIATED β€” β€” β€” 7,600 β€” β€” 0.04% $260K 2025-11-10 $34.46

FAQ About Advyzon Investment Management, LLC and APRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advyzon Investment Management, LLC reported owning APRW?

Advyzon Investment Management, LLC reported APRW across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported APRW position in Advyzon Investment Management, LLC's portfolio?

The largest reported portfolio weight for APRW was 0.45% in 2026 Q1.

What is the latest reported APRW position on this page?

The most recent filing on this page is 2026 Q1, when Advyzon Investment Management, LLC reported 142,189 shares, equal to 0.45% of portfolio, with an estimated market value of $5.0M.

What does the chart on this APRW ownership page compare?

The chart compares Advyzon Investment Management, LLC's quarterly APRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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