JIM SAULNIER & ASSOCIATES, LLC NVBT — AIM ETF PRODUCTS TRUST

Ownership history in JIM SAULNIER & ASSOCIATES, LLC  ·  6 quarters on record

AI Ownership Summary

JIM SAULNIER & ASSOCIATES, LLC reported AIM ETF PRODUCTS TRUST (NVBT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2025 Q1. The latest visible filing shows NVBT at 0.11% 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 NVBT 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

NVBT was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% 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 Q4 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.

NVBT stock page JIM SAULNIER & ASSOCIATES, LLC fund profile JIM SAULNIER & ASSOCIATES, LLC full holdings
How JIM SAULNIER & ASSOCIATES, LLC held NVBT — position size vs. price
% of Fund (quarterly)    NVBT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,231 -4,508 -42.0% 0.11% $223K 2026-04-22 $38.12
2025 Q4 UNCHANGED — — — 10,739 — 0% 0.21% $396K 2026-01-29 $37.32
2025 Q3 UNCHANGED — — — 10,739 — 0% 0.22% $388K 2025-11-03 $36.63
2025 Q2 UNCHANGED — — — 10,739 — 0% 0.25% $369K 2025-08-04 $34.89
2025 Q1 ADDED — — — 10,739 +1,560 +17.0% 0.27% $342K 2025-04-21 $30.12
2024 Q4 INITIATED — — — 9,179 — — 0.26% $300K 2025-01-22 $33.39

🏢 Other funds also holding NVBT

As of 2026 Q1 — sorted by position size

Grantvest Financial Group LLC 0.46% Nvest Financial, LLC 3Y 0.11% Accurate Wealth Management, LLC 3Y 0.04% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.02% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.02% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% HARBOUR INVESTMENTS, INC. 3Y 0.01% Concurrent Investment Advisors, LLC 0.01% OSAIC HOLDINGS, INC. 3Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About JIM SAULNIER & ASSOCIATES, LLC and NVBT

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 NVBT?

JIM SAULNIER & ASSOCIATES, LLC reported NVBT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for NVBT was 0.27% in 2025 Q1.

What is the latest reported NVBT position on this page?

The most recent filing on this page is 2026 Q1, when JIM SAULNIER & ASSOCIATES, LLC reported 6,231 shares, equal to 0.11% of portfolio, with an estimated market value of $223K.

What does the chart on this NVBT ownership page compare?

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