JIM SAULNIER & ASSOCIATES, LLC NVBW — 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 (NVBW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q4. The latest visible filing shows NVBW at 0.30% 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 NVBW 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

NVBW was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q4

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.

NVBW stock page JIM SAULNIER & ASSOCIATES, LLC fund profile JIM SAULNIER & ASSOCIATES, LLC full holdings
How JIM SAULNIER & ASSOCIATES, LLC held NVBW — position size vs. price
% of Fund (quarterly)    NVBW 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 UNCHANGED — — — 18,344 — 0% 0.30% $611K 2026-04-22 $34.69
2025 Q4 ADDED — — — 18,344 +11,736 +177.6% 0.32% $621K 2026-01-29 $34.12
2025 Q3 UNCHANGED — — — 6,608 — 0% 0.12% $220K 2025-11-03 $33.60
2025 Q2 UNCHANGED — — — 6,608 — 0% 0.15% $213K 2025-08-04 $32.56
2025 Q1 UNCHANGED — — — 6,608 — 0% 0.16% $202K 2025-04-21 $29.45
2024 Q4 INITIATED — — — 6,608 — — 0.18% $205K 2025-01-22 $31.40

🏢 Other funds also holding NVBW

As of 2026 Q1 — sorted by position size

AMERICAN ASSET MANAGEMENT INC. 3Y 7Y 6.66% Castle Rock Wealth Management, LLC 3Y 7Y 0.54% Elevation Wealth Management LLC 0.32% Grantvest Financial Group LLC 0.19% Joseph P. Lucia & Associates, LLC 3Y 7Y 0.15% Tyche Wealth Partners LLC 0.12% POM Investment Strategies, LLC 0.12% PFG Advisors 3Y 7Y 0.11% Taylor Securities Services, Inc. 0.11% Spire Wealth Management 3Y 0.08%

FAQ About JIM SAULNIER & ASSOCIATES, LLC and NVBW

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 NVBW?

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

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

The largest reported portfolio weight for NVBW was 0.32% in 2025 Q4.

What is the latest reported NVBW position on this page?

The most recent filing on this page is 2026 Q1, when JIM SAULNIER & ASSOCIATES, LLC reported 18,344 shares, equal to 0.30% of portfolio, with an estimated market value of $611K.

What does the chart on this NVBW ownership page compare?

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