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NVBT AIM ETF PRODUCTS TRUST

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US LRGCP B10 NOV (fund)

14 managers (14 13F filers) reported a position in NVBT shares at 2024-09-30, 186,828 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
2
Reduced
2
Sold out
1
Shares held by filers
186,828

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, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, 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
Allianz Investment Management U.S. LLCin group Allianz SE46,386$1.47M0.1%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,879$1.39M<0.01%-1,50013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC24,100$766K0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC14,257$453K0.01%+7,09013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,748$437K<0.01%+2,11713F-HRTimeline
Atria Wealth Solutions, Inc.10,979$349K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,628$338K<0.01%new13F-HRTimelineGroup
LPL Financial LLC9,159$291K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG4,817$153K<0.01%-3,33713F-HRTimelineGroup
Clear Point Advisors Inc.3,500$111K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,490$79.1K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,000$63.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV885$28.1K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.