AIM ETF Products Trust - OCTU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANZ SE | History | Added to | 485,852 | 13,412 | 0.15% | 0.03% | 1 | +404,706 | 498.74% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 447,344 | 12,349 | 0.02% | 0.02% | 2 | -49,447 | -9.95% | Q1 2026 | Apr 27, 2026 |
| ALLIANZ INVESTMENT MANAGEMENT LLC | History | No change | 223,514 | 6,361 | 3.98% | 3.98% | 3 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 208,551 | 5,757 | 0.07% | 0.05% | 4 | +65,183 | 45.47% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Added to | 203,007 | 5,604 | 0.1% | 0.11% | 5 | +2,466 | 1.23% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 148,013 | 4,086 | 0.02% | 0.02% | 6 | +661 | 0.45% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 75,042 | 2,071 | 0.0% | 0.0% | 7 | +11,278 | 17.69% | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 68,733 | 1,897 | 0.36% | 0.38% | 8 | -4,106 | -5.64% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 63,853 | 1,762 | 0.02% | 0.02% | 9 | -300 | -0.47% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 43,259 | 1,194 | 0.01% | 0.01% | 10 | -434 | -0.99% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 30,624 | 845 | 0.0% | 0.0% | 11 | -11,914 | -28.01% | Q1 2026 | May 15, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 25,681 | 708 | 0.44% | 0.3% | 12 | +8,798 | 52.11% | Q1 2026 | Apr 10, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 25,494 | 703 | 0.1% | 0.1% | 13 | -1,006 | -3.8% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,734 | 655 | 0.0% | 0.0% | 14 | -1,016 | -4.11% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 17,369 | 479 | 0.0% | — | 15 | +17,369 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,183 | 446 | 0.0% | 0.0% | 16 | +2,680 | 19.85% | Q1 2026 | Apr 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,846 | 437 | 0.02% | 0.03% | 17 | +7,923 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 15,454 | 426 | 0.01% | 0.01% | 18 | +1,256 | 8.85% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 14,415 | 397 | 0.01% | — | 19 | +14,415 | New | Q1 2026 | May 15, 2026 |
| NBZ Investment Advisors LLC | History | No change | 14,318 | 395 | 0.17% | 0.18% | 20 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,932 | 329 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wellment Financial | History | Reduced | 10,493 | 289 | 0.36% | 0.36% | 22 | -244 | -2.27% | Q1 2026 | Apr 28, 2026 |
| SMART Wealth LLC | History | Reduced | 10,293 | 284 | 0.08% | 0.1% | 23 | -1,298 | -11.2% | Q1 2026 | Apr 23, 2026 |
| FWG Investments, LLC. | History | Added to | 10,260 | 283 | 0.18% | 0.18% | 24 | +74 | 0.73% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 10,230 | 282 | 0.0% | — | 25 | +10,230 | New | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 9,831 | 271 | 0.0% | 0.0% | 27 | -780 | -7.35% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,837 | 271 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BCGM Wealth Management, LLC | History | No change | 9,240 | 255 | 0.06% | 0.07% | 28 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,555 | 232 | 0.0% | 0.0% | 29 | +6,165 | 257.95% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 6,501 | 179 | 0.0% | 0.0% | 30 | +110 | 1.72% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,389 | 176 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,241 | 172 | 0.01% | 0.01% | 32 | -2,996 | -32.43% | Q1 2026 | May 18, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 2,906 | 80 | 0.07% | 0.07% | 33 | +85 | 3.01% | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,695 | 46 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| UBS Group AG | History | Added to | 339 | 9 | 0.0% | 0.0% | 35 | +261 | 334.62% | Q1 2026 | May 05, 2026 |
| Elevated Capital Advisors, LLC | History | New | 301 | 8 | 0.0% | — | 36 | +301 | New | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 220 | 6 | 0.0% | 0.03% | 37 | -2,869 | -92.88% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 220 | 6 | 0.0% | 0.0% | 38 | -44 | -16.67% | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | No change | 207 | 5 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | Added to | 116 | 3 | 0.0% | — | 40 | +112 | 2800.0% | Q1 2026 | May 07, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 62 | 1 | 0.0% | 0.0% | 41 | +23 | 58.97% | Q1 2026 | Apr 20, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Closed out | 0 | 0 | — | 0.32% | — | -13,136 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,803 | -100.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |