Filing Research | AIM ETF PRODUCTS TRUST Institutional Holdings

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	RFG Advisory, LLC	Shares	339.1KSH	$12.2M
2	Patriot Financial Group Insurance Agency, LLC	Shares	92.1KSH	$3.3M
3	First Heartland Consultants, Inc.	Shares	30.1KSH	$1.1M
4	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	24.7KSH	$887.5K
5	IFP Advisors, Inc	Shares	12.7KSH	$453.8K
6	INDEPENDENT FINANCIAL GROUP, LLC	Shares	11.3KSH	$403.9K
7	Secure Asset Management, LLC	Shares	10.7KSH	$383.9K
8	Comprehensive Financial Consultants Institutional, Inc.	Shares	8.6KSH	$307.7K
9	Mid-American Wealth Advisory Group, Inc.	Shares	8.3KSH	$298.8K
10	Walser Wealth Management Company, A Ltd Liability Co	Shares	6.5KSH	$233.4K
11	Mosley Wealth Management	Shares	904SH	$32.4K
12	CoreCap Advisors, LLC	Shares	410SH	$14.7K
13	DHJJ Financial Advisors, Ltd.	Shares	16SH	$574

Manager changes2026-06-30 vs 2026-03-31

20 / 20 loaded

#		Instrument
1	RFG Advisory, LLC added	Shares	+16.7K	+$1.3M	$12.2M
2	First Heartland Consultants, Inc. added	Shares	+23.1K	+$842.0K	$1.1M
3	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+466	+$33.7K	$307.7K
4	Mosley Wealth Management new	Shares	+904	+$32.4K	$32.4K
5	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-747	+$26.5K	$887.5K
6	Secure Asset Management, LLC unchanged	Shares	0	+$22.4K	$383.9K
7	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-76	+$21.0K	$403.9K
8	IFP Advisors, Inc trimmed	Shares	-189	+$20.1K	$453.8K
9	Walser Wealth Management Company, A Ltd Liability Co unchanged	Shares	0	+$13.6K	$233.4K
10	CoreCap Advisors, LLC unchanged	Shares	0	+$857	$14.7K
11	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$33	$574
12	Decker Retirement Planning Inc. exited	Shares	-997	-$33.7K	$0
13	Crown Wealth Group, LLC exited	Shares	-12.0K	-$405.8K	$0
14	Networth Advisors, LLC exited	Shares	-25.8K	-$871.3K	$0
15	Quest 10 Wealth Builders, Inc. exited	Shares	-45.3K	-$1.5M	$0
16	LifeWealth Investments, LLC exited	Shares	-86.1K	-$2.9M	$0
17	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-105.1K	-$3.4M	$3.3M
18	B.O.S.S. Retirement Advisors, LLC exited	Shares	-184.6K	-$6.2M	$0
19	Wellment Financial exited	Shares	-185.1K	-$6.3M	$0
20	Mid-American Wealth Advisory Group, Inc. trimmed	Shares	-598.3K	-$20.8M	$298.8K