AIM ETF Products Trust - OCTW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 349,811 | 13,457 | 4.77% | 5.17% | 1 | -14,589 | -4.0% | Q1 2026 | Apr 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 107,029 | 4,117 | 1.0% | 1.9% | 2 | -107,954 | -50.22% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Reduced | 79,066 | 3,041 | 0.1% | 0.11% | 3 | -4,750 | -5.67% | Q1 2026 | Apr 22, 2026 |
| Compass Advisory Group LLC | History | Reduced | 67,588 | 2,600 | 0.7% | 0.71% | 4 | -160 | -0.24% | Q1 2026 | Apr 21, 2026 |
| Networth Advisors, LLC | History | Reduced | 62,413 | 2,401 | 1.7% | 1.83% | 5 | -1,352 | -2.12% | Q1 2026 | Apr 22, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 60,525 | 2,328 | 1.08% | 1.12% | 6 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 49,021 | 1,885 | 0.56% | 0.74% | 7 | -11,233 | -18.64% | Q1 2026 | Apr 20, 2026 |
| Centennial Advisors, LLC | History | Reduced | 44,270 | 1,703 | 2.17% | 2.41% | 8 | -3,370 | -7.07% | Q1 2026 | Apr 21, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 19,771 | 764 | 0.17% | 0.17% | 9 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 16,217 | 623 | 0.03% | 0.03% | 10 | -487 | -2.92% | Q1 2026 | Apr 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 14,650 | 563 | 0.03% | 0.03% | 11 | +7,325 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 14,416 | 554 | 0.02% | 0.02% | 12 | -1,163 | -7.47% | Q1 2026 | Apr 14, 2026 |
| Certified Advisory Corp | History | No change | 14,253 | 548 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 9,998 | 384 | 0.01% | 0.01% | 14 | +225 | 2.3% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,593 | 369 | 0.12% | 0.13% | 15 | -314 | -3.17% | Q1 2026 | Apr 09, 2026 |
| First Heartland Consultants, Inc. | History | No change | 9,470 | 364 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,140 | 313 | 0.15% | 0.16% | 17 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,096 | 311 | 0.0% | 0.0% | 18 | -515 | -5.98% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 6,605 | 254 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FWG Investments, LLC. | History | New | 5,576 | 214 | 0.14% | — | 20 | +5,576 | New | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | New | 5,550 | 213 | 0.0% | — | 21 | +5,550 | New | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,332 | 128 | 0.01% | 0.01% | 22 | +722 | 27.66% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,070 | 118 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,144 | 82 | 0.0% | 0.01% | 24 | -18,862 | -89.79% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 929 | 35 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 608 | 23 | 0.01% | 0.01% | 26 | -82 | -11.88% | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,340,821 | -100.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -2,225,638 | -100.0% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,165,773 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 7.68% | — | -507,409 | -100.0% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -438,820 | -100.0% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -231,346 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -230,751 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.39% | — | -219,973 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 3.57% | — | -216,453 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.01% | — | -196,666 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -190,862 | -100.0% | Q4 2025 | Feb 10, 2026 |
| FSR Wealth Management Ltd. | History | Closed out | 0 | 0 | — | 6.63% | — | -144,678 | -100.0% | Q4 2025 | Jan 27, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 1.92% | — | -124,715 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Closed out | 0 | 0 | — | 3.57% | — | -117,894 | -100.0% | Q4 2025 | Mar 16, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -115,510 | -100.0% | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -94,267 | -100.0% | Q4 2025 | Feb 09, 2026 |
| ALLIANZ INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.3% | — | -94,238 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Management | History | Closed out | 0 | 0 | — | 4.07% | — | -92,939 | -100.0% | Q4 2025 | Mar 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -88,056 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Elevation Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.83% | — | -75,595 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Great Lakes Retirement, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -66,757 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -63,481 | -100.0% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.1% | — | -54,195 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Guardian Capital, LLC | History | Closed out | 0 | 0 | — | 1.89% | — | -54,001 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.09% | — | -52,862 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -48,977 | -100.0% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -48,384 | -100.0% | Q4 2025 | Feb 09, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -42,242 | -100.0% | Q4 2025 | Jan 26, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.08% | — | -39,976 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,801 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,928 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -27,072 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.3% | — | -24,603 | -100.0% | Q4 2025 | Feb 06, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,763 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Blackston Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -21,047 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,977 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Authentikos Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -20,828 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,911 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Westshore Wealth, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -14,508 | -100.0% | Q4 2025 | Feb 25, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,280 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.39% | — | -11,161 | -100.0% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,908 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Stirlingshire Investments, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -9,882 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Taylor Securities Services, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -9,879 | -100.0% | Q4 2025 | Mar 05, 2026 |
| BCGM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,715 | -100.0% | Q4 2025 | Jan 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,751 | -100.0% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,604 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -8,384 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,535 | -100.0% | Q4 2025 | Feb 17, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,500 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -7,037 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,820 | -100.0% | Q4 2025 | Jan 13, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,759 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -6,746 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,635 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,490 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,369 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.24% | — | -6,278 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,130 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,772 | -100.0% | Q4 2025 | Feb 17, 2026 |
| RIA Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,500 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Diligent Investors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,410 | -100.0% | Q4 2025 | Jan 23, 2026 |
| ALLIANZ SE | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,119 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -947 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -939 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -649 | -100.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q4 2025 | Jan 23, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q4 2025 | Feb 13, 2026 |