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Disclosery

APRT AIM ETF PRODUCTS TRUST

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US LRGCP B10 APR (fund)

39 managers (40 13F filers) reported a position in APRT shares at 2024-12-31, 782,255 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
39
13F filers
40
New
3
Added
8
Reduced
15
Sold out
3
Shares held by filers
782,255

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.172,180$6.64M0.01%-35,07313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC109,741$4.23M0.01%+2,48913F-HRTimeline
Cetera Investment Advisers58,176$2.24M<0.01%+17,96513F-HRTimeline
Nvest Financial, LLC38,254$1.47M0.75%+37813F-HRTimeline
Atria Wealth Solutions, Inc.33,205$1.28M0.01%-3,00113F-HRTimeline
LPL Financial LLC31,605$1.22M<0.01%-34413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,334$1.09M0.01%-31,34313F-HRTimeline
Bleakley Financial Group, LLC22,866$882K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC22,526$868K<0.01%-1,30913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding21,063$812K+7,136Timeline
First Heartland Consultants, Inc.19,444$750K0.08%-54313F-HRTimeline
Bison Wealth, LLC19,054$735K0.09%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,175$701K<0.01%+9,95713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,621$679K<0.01%-514,02513F-HRTimelineGroup
Main Street Financial Solutions, LLC14,968$577K0.06%013F-HRTimeline
Kaye Capital Management14,898$574K0.26%-41613F-HRTimeline
HARBOUR INVESTMENTS, INC.13,078$504K0.01%-5,95813F-HRTimeline
OLD MISSION CAPITAL LLC11,337$437K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.11,135$429K0.03%+10713F-HRTimeline
Accurate Wealth Management, LLC10,084$387K0.07%-47513F-HRTimeline
B. Riley Wealth Advisors, Inc.8,500$328K0.01%013F-HRTimeline
Rothschild Wealth LLC8,405$324K0.09%+1,02313F-HRTimeline
Focus Financial Network, Inc.7,808$301K0.01%+66313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,704$297K0.02%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,525$290K0.19%013F-HRTimeline
Foundations Investment Advisors, LLC7,435$287K0.01%-3313F-HRTimeline
Sanctuary Advisors, LLC6,775$268K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,919$228K<0.01%13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,678$219K<0.01%-13,91813F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,645$218K<0.01%013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$193K0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,977$192K0.04%-2713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,000$154K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC3,807$147K<0.01%-3,48913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,700$104K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,300$88.7K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc300$11.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG33$1.27K<0.01%-39013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.