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NVBT AIM ETF PRODUCTS TRUST

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US LRGCP B10 NOV (fund)

21 managers (22 13F filers) reported a position in NVBT shares at 2024-12-31, 979,470 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
21
13F filers
22
New
8
Added
6
Reduced
4
Sold out
2
Shares held by filers
979,470

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
Kestra Advisory Services, LLCgroup of 2 filers holding634,644$20.7M+610,544Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,036$2.91M0.01%+45,15713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,559$1.75M<0.01%+39,81113F-HRTimeline
Atria Wealth Solutions, Inc.35,271$1.15M0.01%+24,29213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,037$720K<0.01%13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,788$712K<0.01%+11,16013F-HRTimelineGroup
Grantvest Financial Group LLC14,682$479K0.54%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,535$475K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers14,125$461K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,078$460K0.03%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.11,332$370K0.01%+8,84213F-HRTimeline
Mid-American Wealth Advisory Group, Inc.9,612$314K0.18%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC9,179$300K0.26%new13F-HRTimeline
LPL Financial LLC9,159$299K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC8,667$283K0.01%-5,59013F-HRTimeline
PFG Investments, LLC7,090$232K0.01%new13F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$163K0.01%-41,38613F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,200$137K0.03%+2,20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,163$38K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV313$10.2K<0.01%-57213F-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.