COMMONWEALTH EQUITY SERVICES, LLC JULU — AIM ETF PRODUCTS TRUST

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  8 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported AIM ETF PRODUCTS TRUST (JULU) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows JULU at 0.01% 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 JULU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, 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 Q2

JULU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

JULU stock page COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, LLC held JULU — position size vs. price
% of Fund (quarterly)    JULU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 168,920 -981 -0.6% 0.01% $5.4M 2026-07-29 $31.40
2026 Q1 REDUCED — — — 169,901 -1,118 -0.7% 0.01% $4.9M 2026-04-27 $30.76
2025 Q4 REDUCED 5.5% -3.9% ✅ 171,019 -9,882 -5.5% 0.01% $5.1M 2026-02-12 $29.55
2025 Q3 ADDED — — — 180,901 +5,151 +2.9% 0.01% $5.3M 2025-10-22 $29.26
2025 Q2 ADDED — — — 175,750 +3,544 +2.1% 0.01% $4.8M 2025-08-06 $27.94
2025 Q1 REDUCED — — — 172,206 -1,268 -0.7% 0.01% $4.4M 2025-05-09 $25.59
2024 Q4 REDUCED — — — 173,474 -958 -0.5% 0.01% $4.6M 2025-02-10 $27.14
2024 Q3 INITIATED — — — 174,432 — — 0.01% $4.6M 2024-10-18 $26.52

🏢 Other funds also holding JULU

As of 2026 Q2 — sorted by position size

RFG Advisory, LLC 3Y 7Y 0.1% Range Financial Group LLC 3Y 0.08% Southland Equity Partners LLC 0.05% STEPHENS INC /AR/ 3Y 7Y 0.04% Mosley Wealth Management 0.02% POM Investment Strategies, LLC 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and JULU

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

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning JULU?

COMMONWEALTH EQUITY SERVICES, LLC reported JULU across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported JULU position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for JULU was 0.01% in 2024 Q3.

What is the latest reported JULU position on this page?

The most recent filing on this page is 2026 Q2, when COMMONWEALTH EQUITY SERVICES, LLC reported 168,920 shares, equal to 0.01% of portfolio, with an estimated market value of $5.4M.

What does the chart on this JULU ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly JULU 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 COMMONWEALTH EQUITY SERVICES, LLC time their JULU position?

Based on 13F filing dates vs. subsequent JULU price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on JULU relative to SPY over the holding period was -4.0%.

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