JULW — AIM ETF PRODUCTS TRUST

Ownership history in Integrated Wealth Management  ·  1 quarter on record

This page tracks every 13F SEC filing in which Integrated Wealth Management reported a position in AIM ETF PRODUCTS TRUST (JULW). 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
1.48% (2025 Q4)
Avg. % of fund
1.48%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 33,614 — — 1.48% $1.3M $39.12
% of Fund (quarterly)    JULW price (monthly, adj. close)

Other funds also holding JULW

As of 2025 Q4 — sorted by position size

AMERICAN ASSET MANAGEMENT INC. 3Y 7Y 5.07% Lloyd Advisory Services, LLC. 3Y 4.48% Long Island Wealth Management, Inc. 2.27% HOWARD BAILEY SECURITIES, LLC 1.25% WEALTHGARDEN F.S. LLC 0.93% Forty-three Eighteen Advisors, LLC 0.91% Clear Point Advisors Inc. 0.5% Compass Advisory Group LLC 3Y 0.48% Elevated Capital Advisors, LLC 3Y 0.48% Elevation Wealth Management LLC 0.38%
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