JIM SAULNIER & ASSOCIATES, LLC MARW AIM ETF PRODUCTS TRUST

Ownership history in JIM SAULNIER & ASSOCIATES, LLC  ·  7 quarters on record

AI Ownership Summary

JIM SAULNIER & ASSOCIATES, LLC reported AIM ETF PRODUCTS TRUST (MARW) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.46% in 2025 Q1. The latest visible filing shows MARW at 0.36% 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 MARW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JIM SAULNIER & ASSOCIATES, 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

MARW was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% 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
2024 Q3 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 JIM SAULNIER & ASSOCIATES, LLC held MARW — position size vs. price
% of Fund (quarterly)    MARW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,587 +2,397 +12.5% 0.36% $736K 2026-04-22 $35.39
2025 Q4 UNCHANGED 19,190 0% 0.34% $659K 2026-01-29 $34.57
2025 Q3 UNCHANGED 19,190 0% 0.36% $645K 2025-11-03 $33.66
2025 Q2 UNCHANGED 19,190 0% 0.43% $624K 2025-08-04 $32.90
2025 Q1 ADDED 19,190 +6,703 +53.7% 0.46% $595K 2025-04-21 $29.82
2024 Q4 UNCHANGED 12,487 0% 0.33% $388K 2025-01-22 $31.46
2024 Q3 INITIATED 12,487 0.37% $380K 2024-11-12 $30.95

FAQ About JIM SAULNIER & ASSOCIATES, LLC and MARW

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

How long has JIM SAULNIER & ASSOCIATES, LLC reported owning MARW?

JIM SAULNIER & ASSOCIATES, LLC reported MARW across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MARW position in JIM SAULNIER & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for MARW was 0.46% in 2025 Q1.

What is the latest reported MARW position on this page?

The most recent filing on this page is 2026 Q1, when JIM SAULNIER & ASSOCIATES, LLC reported 21,587 shares, equal to 0.36% of portfolio, with an estimated market value of $736K.

What does the chart on this MARW ownership page compare?

The chart compares JIM SAULNIER & ASSOCIATES, LLC's quarterly MARW 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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