Joseph P. Lucia & Associates, LLC JUNW AIM ETF PRODUCTS TRUST

Ownership history in Joseph P. Lucia & Associates, LLC  ·  4 quarters on record

AI Ownership Summary

Joseph P. Lucia & Associates, LLC reported AIM ETF PRODUCTS TRUST (JUNW) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q2. The latest visible filing shows JUNW at 0.12% 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 JUNW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joseph P. Lucia & 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

JUNW was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 Joseph P. Lucia & Associates, LLC held JUNW — position size vs. price
% of Fund (quarterly)    JUNW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,355 0% 0.12% $345K 2026-05-15 $34.35
2025 Q4 UNCHANGED 10,355 0% 0.12% $346K 2026-01-28 $33.58
2025 Q3 REDUCED 16.6% +1.9% 10,355 -2,056 -16.6% 0.13% $339K 2025-10-20 $32.90
2025 Q2 INITIATED 12,411 0.16% $395K 2025-08-04 $32.17

FAQ About Joseph P. Lucia & Associates, LLC and JUNW

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

How long has Joseph P. Lucia & Associates, LLC reported owning JUNW?

Joseph P. Lucia & Associates, LLC reported JUNW across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported JUNW position in Joseph P. Lucia & Associates, LLC's portfolio?

The largest reported portfolio weight for JUNW was 0.16% in 2025 Q2.

What is the latest reported JUNW position on this page?

The most recent filing on this page is 2026 Q1, when Joseph P. Lucia & Associates, LLC reported 10,355 shares, equal to 0.12% of portfolio, with an estimated market value of $345K.

What does the chart on this JUNW ownership page compare?

The chart compares Joseph P. Lucia & Associates, LLC's quarterly JUNW 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.

← Back to Joseph P. Lucia & Associates, LLC Holdings