NVBU — AIM ETF PRODUCTS TRUST

Ownership history in STEPHENS INC /AR/  ·  5 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ 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
0.05% (2025 Q4)
Avg. % of fund
0.04%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 141,646 +20,729 +17.1% 0.05% $4.1M $28.95
2025 Q3 ADDED 120,917 +515 +0.4% 0.04% $3.4M $28.31
2025 Q2 ADDED 120,402 +2,692 +2.3% 0.04% $3.2M $26.58
2025 Q1 ADDED 117,710 +1,789 +1.5% 0.04% $2.9M $24.81
2024 Q4 INITIATED 115,921 — — 0.04% $3.0M $25.56
% 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% SMART Wealth LLC 0.1% 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%
← Back to STEPHENS INC /AR/ Holdings