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Disclosery

APRT AIM ETF PRODUCTS TRUST

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US LRGCP B10 APR (fund)

36 managers (36 13F filers) reported a position in APRT shares at 2025-03-31, 652,659 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
36
New
1
Added
6
Reduced
16
Sold out
5
Shares held by filers
652,659

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.115,405$4.28M0.01%-56,77513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC99,946$3.71M0.01%-9,79513F-HRTimeline
Cetera Investment Advisers57,829$2.14M<0.01%-34713F-HRTimeline
Nvest Financial, LLC39,555$1.47M0.79%+1,30113F-HRTimeline
LPL Financial LLC33,040$1.23M<0.01%+1,43513F-HRTimeline
Atria Wealth Solutions, Inc.26,814$994K0.01%-6,39113F-HRTimeline
Bleakley Financial Group, LLC22,866$848K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC22,427$832K<0.01%-9913F-HRTimelineGroup
Bison Wealth, LLC19,054$707K0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,035$669K<0.01%-14013F-HRTimelineGroup
First Heartland Consultants, Inc.17,038$632K0.07%-2,40613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,901$590K<0.01%-1,72013F-HRTimelineGroup
Main Street Financial Solutions, LLC14,968$555K0.05%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,743$473K<0.01%-15,59113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,439$461K-8,624Timeline
CENTAURUS FINANCIAL, INC.11,038$409K0.02%-9713F-HRTimeline
HARBOUR INVESTMENTS, INC.9,827$364K0.01%-3,25113F-HRTimeline
Accurate Wealth Management, LLC9,584$343K0.07%-50013F-HRTimeline
B. Riley Wealth Advisors, Inc.8,500$315K0.01%013F-HRTimeline
Rothschild Wealth LLC8,405$312K0.09%013F-HRTimeline
Focus Financial Network, Inc.7,834$290K0.01%+2613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,525$279K0.19%013F-HRTimeline
Foundations Investment Advisors, LLC7,435$276K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,006$260K<0.01%+1,08713F-HRTimelineGroup
Sanctuary Advisors, LLC6,775$251K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,780$214K0.02%-1,92413F-HRTimeline
Cambridge Investment Research Advisors,…5,645$209K<0.01%013F-HRTimeline
Kaye Capital Management5,514$204K0.08%-9,38413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,977$185K0.03%013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$180K0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,014$149K<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC3,154$117K<0.01%-65313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,700$100K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,586$95.9K<0.01%+2,55313F-HRTimelineGroup
AdvisorNet Financial, Inc1,300$48.2K<0.01%+1,00013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.