Wellment Financial DECU — AIM ETF PRODUCTS TRUST

Ownership history in Wellment Financial  ·  4 quarters on record

AI Ownership Summary

Wellment Financial reported AIM ETF PRODUCTS TRUST (DECU) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 12.51% in 2026 Q1. The latest visible filing shows DECU at 0.25% 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 DECU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wellment Financial'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

DECU was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.51% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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.

DECU stock page Wellment Financial fund profile Wellment Financial full holdings
How Wellment Financial held DECU — position size vs. price
% of Fund (quarterly)    DECU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 7,552 -372,915 -98.0% 0.25% $221K 2026-07-23 $28.86
2026 Q1 REDUCED — — — 380,467 -5,188 -1.3% 12.51% $10.1M 2026-04-28 $28.19
2025 Q4 REDUCED — — — 385,655 -6,890 -1.8% 12.41% $10.6M 2026-01-27 $27.76
2025 Q3 INITIATED — — — 392,545 — — 12.49% $10.6M 2025-10-29 $27.65

🏢 Other funds also holding DECU

As of 2026 Q2 — sorted by position size

Elevated Capital Advisors, LLC 3Y 0.46% Innovative Asset Advisors Group, LLC 0.37% Stonebridge Financial Group, LLC / MO 0.3% STEPHENS INC /AR/ 3Y 7Y 0.07% Mosley Wealth Management 0.05% Cypress Wealth Services, LLC 3Y 7Y 0.05% ARS Wealth Advisors Group, LLC 3Y 0.04% POM Investment Strategies, LLC 0.02% AE Wealth Management LLC 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About Wellment Financial and DECU

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

How long has Wellment Financial reported owning DECU?

Wellment Financial reported DECU across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported DECU position in Wellment Financial's portfolio?

The largest reported portfolio weight for DECU was 12.51% in 2026 Q1.

What is the latest reported DECU position on this page?

The most recent filing on this page is 2026 Q2, when Wellment Financial reported 7,552 shares, equal to 0.25% of portfolio, with an estimated market value of $221K.

What does the chart on this DECU ownership page compare?

The chart compares Wellment Financial's quarterly DECU 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 Wellment Financial time their DECU position?

Based on 13F filing dates vs. subsequent DECU price moves, Wellment Financial correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DECU relative to SPY over the holding period was -4.9%.

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