JANW β€” AIM ETF PRODUCTS TRUST

Ownership history in Outlook Wealth Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

Outlook Wealth Advisors, LLC reported AIM ETF PRODUCTS TRUST (JANW) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.92% in 2024 Q4. The latest visible filing shows JANW at 1.98% 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 JANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Outlook Wealth Advisors, 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
2025 Q4

JANW was reported at 1.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.92% in 2024 Q4

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.

How Outlook Wealth Advisors, LLC held JANW β€” position size vs. price
% of Fund (quarterly)    JANW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 236,565 +113,739 +92.6% 1.98% $8.8M 2026-02-14 (Est.) $37.08
2025 Q3 REDUCED 122,826 -169,449 -58.0% 1.11% $4.4M 2025-10-30 $36.40
2025 Q2 REDUCED 292,275 -3,003 -1.0% 2.63% $10.2M 2025-08-11 $35.49
2025 Q1 REDUCED 295,278 -6,967 -2.3% 2.73% $9.8M 2025-04-14 $32.58
2024 Q4 ADDED 302,245 +15,028 +5.2% 2.92% $10.2M 2025-01-14 $33.56
2024 Q1 ADDED 287,217 +83,760 +41.2% 2.79% $9.0M 2024-04-22 $30.98
2023 Q4 INITIATED 203,457 β€” β€” 2.16% $6.2M 2024-01-29 $30.73

FAQ About Outlook Wealth Advisors, LLC and JANW

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

How long has Outlook Wealth Advisors, LLC reported owning JANW?

Outlook Wealth Advisors, LLC reported JANW across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JANW position in Outlook Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for JANW was 2.92% in 2024 Q4.

What is the latest reported JANW position on this page?

The most recent filing on this page is 2025 Q4, when Outlook Wealth Advisors, LLC reported 236,565 shares, equal to 1.98% of portfolio, with an estimated market value of $8.8M.

What does the chart on this JANW ownership page compare?

The chart compares Outlook Wealth Advisors, LLC's quarterly JANW 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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