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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | No change | 105,009 | 4,893 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 80,730 | 3,762 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 74,720 | 3,482 | 0.28% | 0.28% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 67,679 | 3,153 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 65,241 | 3,040 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 60,091 | 2,913 | 0.0% | 0.01% | 6 | -29,796 | -33.15% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 54,596 | 2,544 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 49,964 | 2,328 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 33,096 | 1,604 | 0.19% | 0.21% | 9 | -2,314 | -6.53% | Q3 2026 | Oct 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,362 | 855 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 16,101 | 750 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,673 | 683 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 13,250 | 617 | 0.3% | 0.3% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,310 | 573 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 11,381 | 530 | 0.2% | 0.2% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,512 | 412 | 0.0% | 0.0% | 16 | +2,105 | 32.85% | Q3 2026 | Nov 02, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,465 | 410 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,525 | 397 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,169 | 347 | 0.01% | 0.01% | 19 | -546 | -7.08% | Q3 2026 | Oct 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 6,386 | 309 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,705 | 276 | 0.0% | — | 23 | +5,705 | New | Q3 2026 | Oct 16, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,941 | 276 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spire Wealth Management | History | No change | 5,705 | 276 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,682 | 264 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ALLIANZ SE | History | No change | 5,000 | 233 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Accurate Wealth Management, LLC | History | New | 4,702 | 230 | 0.02% | — | 26 | +4,702 | New | Q3 2026 | Oct 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 4,633 | 224 | 0.01% | 0.01% | 27 | +131 | 2.91% | Q3 2026 | Nov 05, 2026 |
| AE Wealth Management LLC | History | No change | 2,596 | 120 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 900 | 43 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 633 | 30 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 362 | 17 | 0.0% | 0.0% | 31 | -443 | -55.03% | Q3 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 236 | 10 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | No change | 106 | 5 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BARCLAYS PLC | History | No change | 43 | 2 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -90,158 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,995 | -100.0% | Q3 2026 | Oct 15, 2026 |