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13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	RFG Advisory, LLC	Shares	39.5KSH	$1.3M
2	Comprehensive Financial Consultants Institutional, Inc.	Shares	29.4KSH	$1.0M
3	WORLD EQUITY GROUP, INC.	Shares	18.3KSH	$624.2K
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	11.3KSH	$385.6K
5	Patriot Financial Group Insurance Agency, LLC	Shares	6.7KSH	$229.3K
6	Stonebridge Financial Group, LLC / MO	Shares	6.0KSH	$204.0K
7	CoreCap Advisors, LLC	Shares	444SH	$15.1K
8	IFP Advisors, Inc	Shares	286SH	$9.7K

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

9 / 9 loaded

#		Instrument
1	WORLD EQUITY GROUP, INC. added	Shares	+6.4K	+$249.4K	$624.2K
2	Stonebridge Financial Group, LLC / MO new	Shares	+6.0K	+$204.0K	$204.0K
3	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+2.3K	+$150.2K	$1.0M
4	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+691	+$51.9K	$385.6K
5	CoreCap Advisors, LLC unchanged	Shares	0	+$1.2K	$15.1K
6	IFP Advisors, Inc added	Shares	+10	+$1.1K	$9.7K
7	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-6.7K	-$193.4K	$229.3K
8	RFG Advisory, LLC trimmed	Shares	-34.9K	-$991.5K	$1.3M
9	Aegis Wealth Management, Inc. exited	Shares	-52.9K	-$1.7M	$0

Filing Research | AIM ETF PRODUCTS TRUST Institutional Holdings