AIM ETF Products Trust - OCTT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rothschild Wealth LLC | History | Reduced | 112,520 | 4,761 | 0.43% | 0.54% | 1 | -16,732 | -12.95% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 107,725 | 4,558 | 0.01% | 0.01% | 2 | -18,203 | -14.46% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 95,956 | 4,060 | 0.01% | 0.01% | 3 | -828 | -0.86% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 93,036 | 3,937 | 0.01% | 0.01% | 4 | -1,443 | -1.53% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 89,147 | 3,796 | 0.06% | 0.07% | 5 | +7,061 | 8.6% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 83,681 | 3,541 | 0.0% | 0.0% | 6 | +3,860 | 4.84% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 83,334 | 3,526 | 0.0% | 0.0% | 7 | +75 | 0.09% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 72,285 | 3,059 | 0.0% | 0.0% | 8 | -372 | -0.51% | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 36,175 | 1,530 | 0.22% | 0.23% | 9 | +758 | 2.14% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 20,359 | 861 | 0.0% | 0.0% | 10 | -876 | -4.13% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 20,366 | 861 | 0.01% | 0.02% | 11 | -637 | -3.03% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,023 | 635 | 0.0% | 0.0% | 12 | +142 | 0.95% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,940 | 632 | 0.0% | 0.0% | 13 | +4,114 | 38.0% | Q1 2026 | May 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 13,250 | 560 | 0.3% | 0.31% | 14 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 12,772 | 540 | 0.03% | 0.03% | 15 | +6,386 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,310 | 520 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 11,381 | 481 | 0.25% | 0.16% | 17 | +2,760 | 32.01% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 10,046 | 425 | 0.01% | 0.01% | 18 | -3,264 | -24.52% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,465 | 358 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | No change | 7,715 | 326 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,941 | 251 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Reduced | 5,705 | 241 | 0.01% | 0.01% | 22 | -1 | -0.02% | Q1 2026 | Apr 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,439 | 230 | 0.01% | 0.01% | 23 | +96 | 1.8% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,089 | 215 | 0.0% | 0.0% | 24 | -1,269 | -19.96% | Q1 2026 | May 04, 2026 |
| ALLIANZ SE | History | No change | 5,000 | 211 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,252 | 179 | 0.0% | 0.0% | 26 | -673 | -13.66% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 2,721 | 115 | 0.0% | 0.0% | 27 | +2,675 | 5815.22% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,995 | 84 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 900 | 38 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 633 | 26 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 156 | 6 | 0.0% | 0.0% | 31 | +30 | 23.81% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,134 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,050 | -100.0% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,017 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 05, 2026 |