Joseph P. Lucia & Associates, LLC MARW β€” AIM ETF PRODUCTS TRUST

Ownership history in Joseph P. Lucia & Associates, LLC  Β·  3 quarters on record

AI Ownership Summary

Joseph P. Lucia & Associates, LLC reported AIM ETF PRODUCTS TRUST (MARW) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.13% in 2025 Q1. The latest visible filing shows MARW at 0.06% 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 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 Q2

MARW was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2025 Q1 to 2026 Q2

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 MARW β€” position size vs. price
% of Fund (quarterly)    MARW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 5,674 -1,365 -19.4% 0.06% $205K 2026-08-07 $36.64
2025 Q2 REDUCED 22.1% +3.2% ❌ 7,039 -2,000 -22.1% 0.09% $229K 2025-08-04 $32.90
2025 Q1 INITIATED β€” β€” β€” 9,039 β€” β€” 0.13% $280K 2025-05-14 $31.70

FAQ About Joseph P. Lucia & 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 Joseph P. Lucia & Associates, LLC reported owning MARW?

Joseph P. Lucia & Associates, LLC reported MARW across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

The largest reported portfolio weight for MARW was 0.13% in 2025 Q1.

What is the latest reported MARW position on this page?

The most recent filing on this page is 2026 Q2, when Joseph P. Lucia & Associates, LLC reported 5,674 shares, equal to 0.06% of portfolio, with an estimated market value of $205K.

What does the chart on this MARW ownership page compare?

The chart compares Joseph P. Lucia & 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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