Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Truadvice, LLC | 11 | 11 | 0.12% | 0.28% | 0.51% | Q1 2021 | Q3 2023 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.01% | 0.24% | 0.37% | Q1 2021 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 8 |
Lloyd Advisory Services, LLC. | 8 | 8 | 2.46% | 5.42% | 6.96% | Q1 2021 | Q4 2022 | 8 |
Cetera Advisor Networks LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 3 | 2 | 0.01% | 0.05% | 0.18% | Q1 2021 | Q2 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Citadel Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Allianz Investment Management U.S. LLC | 4 | 4 | 0.02% | 0.21% | 0.60% | Q1 2021 | Q4 2021 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BCGM Wealth Management, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
American Portfolios Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 1.44% | 1.46% | 1.47% | Q4 2022 | Q1 2023 | 2 |
Retirement Group, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Compass Advisory Group LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.76% | 0.76% | 0.77% | Q4 2022 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.56% | 1.11% | Q1 2023 | Q3 2023 | 2 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Atlantic Private Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
LifePro Asset Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wealthquest Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2023 | Q1 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own AIM ETF PRODUCTS TRUST or have owned AIM ETF PRODUCTS TRUST in the past.