MONEY CONCEPTS CAPITAL CORP JULT — AIM ETF PRODUCTS TRUST

Ownership history in MONEY CONCEPTS CAPITAL CORP  ·  11 quarters on record

AI Ownership Summary

MONEY CONCEPTS CAPITAL CORP reported AIM ETF PRODUCTS TRUST (JULT) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows JULT at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JULT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONEY CONCEPTS CAPITAL CORP'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
2025 Q4

JULT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

JULT stock page MONEY CONCEPTS CAPITAL CORP fund profile MONEY CONCEPTS CAPITAL CORP full holdings
How MONEY CONCEPTS CAPITAL CORP held JULT — position size vs. price
% of Fund (quarterly)    JULT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 16,247 -650 -3.8% 0.04% $729K 2026-02-14 (Est.) $44.99
2025 Q3 ADDED — — — 16,897 +2,916 +20.9% 0.05% $741K 2025-11-04 $44.06
2025 Q2 ADDED — — — 13,981 +1,855 +15.3% 0.04% $584K 2025-08-14 $42.98
2025 Q1 ADDED — — — 12,126 +300 +2.5% 0.03% $464K 2025-04-24 $37.65
2024 Q4 REDUCED 21.9% -3.1% ✅ 11,826 -3,316 -21.9% 0.03% $467K 2025-01-27 $40.09
2024 Q3 ADDED — — — 15,142 +90 +0.6% 0.04% $586K 2024-10-31 $38.50
2024 Q2 UNCHANGED — — — 15,052 — 0% 0.05% $557K 2024-08-02 $36.56
2024 Q1 REDUCED — — — 15,052 -305 -2.0% 0.05% $540K 2024-05-01 $35.16
2023 Q4 REDUCED — — — 15,357 -70 -0.5% 0.05% $516K 2024-02-12 $34.85
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JULT

As of 2026 Q1 — sorted by position size

JIM SAULNIER & ASSOCIATES, LLC 0.57% Gradient Investments LLC 3Y 7Y 0.4% Nvest Financial, LLC 3Y 0.2% Cassady Wealth & Retirement Planning, LLC 0.14% Paladin Wealth, LLC 0.14% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.03% Focus Financial Network, Inc. 0.01% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.01% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0%

FAQ About MONEY CONCEPTS CAPITAL CORP and JULT

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

How long has MONEY CONCEPTS CAPITAL CORP reported owning JULT?

MONEY CONCEPTS CAPITAL CORP reported JULT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JULT position in MONEY CONCEPTS CAPITAL CORP's portfolio?

The largest reported portfolio weight for JULT was 0.05% in 2024 Q1.

What is the latest reported JULT position on this page?

The most recent filing on this page is 2025 Q4, when MONEY CONCEPTS CAPITAL CORP reported 16,247 shares, equal to 0.04% of portfolio, with an estimated market value of $729K.

What does the chart on this JULT ownership page compare?

The chart compares MONEY CONCEPTS CAPITAL CORP's quarterly JULT 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.

How well did MONEY CONCEPTS CAPITAL CORP time their JULT position?

Based on 13F filing dates vs. subsequent JULT price moves, MONEY CONCEPTS CAPITAL CORP correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on JULT relative to SPY over the holding period was -3.8%.

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