AIM ETF PRODUCTS TRUST (JULU)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders45of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.81x

56th percentile

22 buying27 selling

+7

New

-5

Closed

-133,969

Net shares

Ownership Concentration

Top 5: 72.3%Top 10: 88.9%

AE Wealth Management41.7%

ALLIANZ SE11.0%

Sanctuary Advisors,7.3%

Authentikos Wealth Advisory,6.8%

RFG Advisory,5.4%

Others (40)27.7%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Institutional Trends (7 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.18%Avg weight: 1.44%Max: 4.79%High conviction (>1%): 3

AE Wealth Management

ALLIANZ SE

Sanctuary Advisors,

Authentikos Wealth Advisory,

RFG Advisory,

COMMONWEALTH EQUITY SERVICES,

Wellment Financial

STEPHENS

POM Investment Strategies,

SMART Wealth

Crowding AnalysisCrowded

Holders45of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.81x

56th percentile

22 buying27 selling

+7

New

-5

Closed

-133,969

Net shares

Ownership Concentration

Top 5: 72.3%Top 10: 88.9%

AE Wealth Management41.7%

ALLIANZ SE11.0%

Sanctuary Advisors,7.3%

Authentikos Wealth Advisory,6.8%

RFG Advisory,5.4%

Others (40)27.7%

Crowding AnalysisCrowded

Holders45of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.81x

56th percentile

22 buying27 selling

+7

New

-5

Closed

-133,969

Net shares

Ownership Concentration

Top 5: 72.3%Top 10: 88.9%

AE Wealth Management41.7%

ALLIANZ SE11.0%

Sanctuary Advisors,7.3%

Authentikos Wealth Advisory,6.8%

RFG Advisory,5.4%

Others (40)27.7%

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-09

$12,277

JULU · +23%

$13,283

S&P 500 · +33%

−$1,006

behind the index

Total return (5Y)

+23%

S&P 500

+33%

vs. market

-10%

underperformed

Annualized

12.4%

mkt 17.6%

Volatility

12%

annualized

Beta

0.82

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

JULUS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

JULU (solid)S&P 500 (outline)Green = positive year, red = negative. Number = JULU's return.

Beat the market

0 / 3 yrs

0% win rate

Best year

+12%

2025

Worst year

+1%

2024

Worst drawdown

-4%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -4%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.