APRT β€” AIM ETF PRODUCTS TRUST

Ownership history in Bleakley Financial Group, LLC  Β·  11 quarters on record

AI Ownership Summary

Bleakley Financial Group, LLC reported AIM ETF PRODUCTS TRUST (APRT) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows APRT at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bleakley Financial Group, 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
2025 Q4

APRT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Bleakley Financial Group, LLC held APRT β€” position size vs. price
% of Fund (quarterly)    APRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21,643 -1,223 -5.3% 0.02% $901K 2026-02-14 (Est.) $41.86
2025 Q3 UNCHANGED 22,866 β€” 0% 0.02% $931K 2025-11-10 $41.03
2025 Q2 UNCHANGED 22,866 β€” 0% 0.02% $898K 2025-07-30 $39.81
2025 Q1 UNCHANGED 22,866 β€” 0% 0.03% $848K 2025-05-01 $36.91
2024 Q4 UNCHANGED 22,866 β€” 0% 0.03% $882K 2025-01-27 $39.27
2024 Q3 UNCHANGED 22,866 β€” 0% 0.03% $864K 2024-10-16 $38.08
2024 Q2 UNCHANGED 22,866 β€” 0% 0.02% $827K 2024-08-12 $35.67
2024 Q1 UNCHANGED 22,866 β€” 0% 0.02% $797K 2024-05-08 $34.69
2023 Q4 UNCHANGED 22,866 β€” 0% 0.02% $766K 2024-01-25 $34.06
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding APRT

As of 2026 Q1 β€” sorted by position size

Cassady Wealth & Retirement Planning, LLC 0.14%

FAQ About Bleakley Financial Group, LLC and APRT

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

How long has Bleakley Financial Group, LLC reported owning APRT?

Bleakley Financial Group, LLC reported APRT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported APRT position in Bleakley Financial Group, LLC's portfolio?

The largest reported portfolio weight for APRT was 0.03% in 2025 Q1.

What is the latest reported APRT position on this page?

The most recent filing on this page is 2025 Q4, when Bleakley Financial Group, LLC reported 21,643 shares, equal to 0.02% of portfolio, with an estimated market value of $901K.

What does the chart on this APRT ownership page compare?

The chart compares Bleakley Financial Group, LLC's quarterly APRT 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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