Westshore Wealth, LLC SEPW — AIM ETF PRODUCTS TRUST

Ownership history in Westshore Wealth, LLC  ·  6 quarters on record

AI Ownership Summary

Westshore Wealth, LLC reported AIM ETF PRODUCTS TRUST (SEPW) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.76% in 2026 Q1. The latest visible filing shows SEPW at 1.76% 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 SEPW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westshore Wealth, 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
2026 Q1

SEPW was reported at 1.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% 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
2024 Q3 to 2026 Q1

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.

SEPW stock page Westshore Wealth, LLC fund profile Westshore Wealth, LLC full holdings
How Westshore Wealth, LLC held SEPW — position size vs. price
% of Fund (quarterly)    SEPW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 158,842 -38 -0.0% 1.76% $5.0M 2026-05-27 $33.21
2025 Q4 ADDED — — — 158,880 +1,533 +1.0% 1.68% $5.1M 2026-02-25 $32.19
2025 Q3 ADDED — — — 157,347 +72,651 +85.8% 1.69% $4.9M 2025-11-17 $31.32
2025 Q2 UNCHANGED — — — 84,696 — 0% 0.98% $2.6M 2025-07-09 $30.31
2025 Q1 UNCHANGED — — — 84,696 — 0% 0.99% $2.4M 2025-05-28 $29.32
2024 Q3 INITIATED — — — 84,696 — — 0.99% $2.4M 2024-11-13 $28.92

🏢 Other funds also holding SEPW

As of 2026 Q1 — sorted by position size

POM Investment Strategies, LLC 8.19% Wellment Financial 6.12% Authentikos Wealth Advisory, LLC 3Y 4.95% AMERICAN ASSET MANAGEMENT INC. 3Y 7Y 3.68% Integrated Wealth Management 3.62% Centennial Advisors, LLC 1.73% Networth Advisors, LLC 1.49% HOWARD BAILEY SECURITIES, LLC 1.49% B.O.S.S. Retirement Advisors, LLC 3Y 1.14% Elevated Capital Advisors, LLC 3Y 1.09%

FAQ About Westshore Wealth, LLC and SEPW

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

How long has Westshore Wealth, LLC reported owning SEPW?

Westshore Wealth, LLC reported SEPW across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SEPW position in Westshore Wealth, LLC's portfolio?

The largest reported portfolio weight for SEPW was 1.76% in 2026 Q1.

What is the latest reported SEPW position on this page?

The most recent filing on this page is 2026 Q1, when Westshore Wealth, LLC reported 158,842 shares, equal to 1.76% of portfolio, with an estimated market value of $5.0M.

What does the chart on this SEPW ownership page compare?

The chart compares Westshore Wealth, LLC's quarterly SEPW 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 Westshore Wealth, LLC time their SEPW position?

Based on 13F filing dates vs. subsequent SEPW price moves, Westshore Wealth, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SEPW relative to SPY over the holding period was -6.8%.

← Back to Westshore Wealth, LLC Holdings