SPBU — AIM ETF PRODUCTS TRUST

Ownership history in CGN Advisors LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CGN Advisors LLC reported a position in AIM ETF PRODUCTS TRUST (SPBU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2025 Q3)
Avg. % of fund
0.2%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 91,764 -418 -0.5% 0.20% $2.6M $28.15
2025 Q3 ADDED 92,182 +18,669 +25.4% 0.21% $2.6M $27.70
2025 Q2 INITIATED 73,513 — — 0.17% $1.9M $26.01
% of Fund (quarterly)    SPBU price (monthly, adj. close)

Other funds also holding SPBU

As of 2025 Q4 — sorted by position size

Transcendent Capital Group LLC 7.3% OPTIMA CAPITAL LLC 1.22% Core Wealth Advisors, Inc. 3Y 1.09% Savant Capital, LLC 3Y 7Y 0.12% Madrona Financial Services, LLC 3Y 7Y 0.1% Discipline Wealth Solutions, LLC 0.08% Advisory Services Network, LLC 3Y 7Y 0.08% HARBOUR INVESTMENTS, INC. 3Y 0.08% Capital Investment Advisory Services, LLC 3Y 7Y 0.04% Clear Creek Financial Management, LLC 3Y 0.03%
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