NVBU — AIM ETF PRODUCTS TRUST

Ownership history in SMART Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in AIM ETF PRODUCTS TRUST (NVBU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q2)
Avg. % of fund
0.1%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,423 -1,526 -11.8% 0.10% $331K $28.95
2025 Q2 INITIATED 12,949 — — 0.11% $344K $26.58
% of Fund (quarterly)    NVBU price (monthly, adj. close)

Other funds also holding NVBU

As of 2025 Q4 — sorted by position size

Cypress Wealth Services, LLC 3Y 7Y 0.38% FSR Wealth Management Ltd. 0.36% SECURED RETIREMENT ADVISORS, LLC 0.35% FWG Investments, LLC. 0.18% STEPHENS INC /AR/ 3Y 7Y 0.05% Lloyd Advisory Services, LLC. 3Y 0.03% AE Wealth Management LLC 3Y 7Y 0.02% MONEY CONCEPTS CAPITAL CORP 3Y 0.02% Arax Advisory Partners 3Y 7Y 0.01% PFG Investments, LLC 0.01%
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