AE Wealth Management LLC SPBW β€” AIM ETF PRODUCTS TRUST

Ownership history in AE Wealth Management LLC  Β·  5 quarters on record

AI Ownership Summary

AE Wealth Management LLC reported AIM ETF PRODUCTS TRUST (SPBW) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows SPBW at 0.07% 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 SPBW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AE Wealth 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

SPBW was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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 Q1 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 AE Wealth Management LLC held SPBW β€” position size vs. price
% of Fund (quarterly)    SPBW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 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€” 446,281 +68,612 +18.2% 0.07% $12.1M 2026-05-13 $28.48
2025 Q4 ADDED β€” β€” β€” 377,669 +101,016 +36.5% 0.06% $10.4M 2026-01-26 $27.61
2025 Q3 ADDED β€” β€” β€” 276,653 +58,986 +27.1% 0.05% $7.4M 2025-11-03 $27.11
2025 Q2 ADDED β€” β€” β€” 217,667 +213,545 +5180.6% 0.04% $5.7M 2025-08-06 $26.33
2025 Q1 INITIATED β€” β€” β€” 4,122 β€” β€” 0.00% $101K 2025-05-06 $24.66

FAQ About AE Wealth Management LLC and SPBW

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

How long has AE Wealth Management LLC reported owning SPBW?

AE Wealth Management LLC reported SPBW across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SPBW position in AE Wealth Management LLC's portfolio?

The largest reported portfolio weight for SPBW was 0.07% in 2026 Q1.

What is the latest reported SPBW position on this page?

The most recent filing on this page is 2026 Q1, when AE Wealth Management LLC reported 446,281 shares, equal to 0.07% of portfolio, with an estimated market value of $12.1M.

What does the chart on this SPBW ownership page compare?

The chart compares AE Wealth Management LLC's quarterly SPBW 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.

How well did AE Wealth Management LLC time their SPBW position?

Based on 13F filing dates vs. subsequent SPBW price moves, AE Wealth Management LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on SPBW relative to SPY over the holding period was -12.9%.

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