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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 2,268,557 | 87,271 | 0.02% | 0.02% | 1 | -72,264 | -3.09% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,223,975 | 85,556 | 0.46% | 0.5% | 2 | -1,663 | -0.07% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,153,580 | 44,378 | 0.06% | 0.06% | 3 | -12,193 | -1.05% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 467,490 | 17,984 | 0.01% | 0.01% | 4 | +28,670 | 6.53% | Q1 2026 | May 14, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 349,811 | 13,457 | 4.77% | 5.17% | 5 | -14,589 | -4.0% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 244,155 | 9,392 | 0.04% | 0.04% | 6 | +13,404 | 5.81% | Q1 2026 | Apr 30, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 216,453 | 8,441 | 3.57% | 3.57% | 7 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 218,252 | 8,396 | 0.4% | 0.39% | 8 | -1,721 | -0.78% | Q1 2026 | May 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 197,233 | 7,587 | 0.01% | 0.01% | 9 | -34,113 | -14.75% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 197,002 | 7,578 | 0.01% | 0.01% | 10 | +336 | 0.17% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 194,938 | 7,499 | 0.0% | 0.0% | 11 | +4,076 | 2.14% | Q1 2026 | May 04, 2026 |
| POM Investment Strategies, LLC | History | New | 189,826 | 7,302 | 9.07% | — | 12 | +189,826 | New | Q1 2026 | May 11, 2026 |
| Wellment Financial | History | Reduced | 144,301 | 5,551 | 6.87% | 6.63% | 13 | -377 | -0.26% | Q1 2026 | Apr 28, 2026 |
| ALLIANZ SE | History | Added to | 136,494 | 5,250 | 0.06% | 0.0% | 14 | +131,494 | 2629.88% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 131,095 | 5,043 | 0.45% | 0.29% | 15 | +67,614 | 106.51% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 120,829 | 4,648 | 1.17% | — | 16 | +120,829 | New | Q1 2026 | Apr 30, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 120,245 | 4,625 | 1.9% | 1.92% | 17 | -4,470 | -3.58% | Q1 2026 | Apr 23, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Reduced | 117,528 | 4,521 | 3.4% | 3.57% | 18 | -366 | -0.31% | Q1 2026 | May 06, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 107,029 | 4,117 | 1.0% | 1.9% | 19 | -107,954 | -50.22% | Q1 2026 | Apr 17, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 106,592 | 4,100 | 1.25% | 1.42% | 20 | -8,918 | -7.72% | Q1 2026 | Apr 28, 2026 |
| Guardian Capital, LLC | History | Added to | 99,498 | 3,827 | 3.66% | 1.89% | 21 | +45,497 | 84.25% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Management | History | Added to | 98,059 | 3,772 | 4.33% | 4.07% | 22 | +5,120 | 5.51% | Q1 2026 | Apr 22, 2026 |
| ALLIANZ INVESTMENT MANAGEMENT LLC | History | No change | 94,238 | 3,675 | 2.3% | 2.3% | 23 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 92,260 | 3,549 | 0.51% | 0.54% | 24 | -2,007 | -2.13% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | New | 80,575 | 3,099 | 0.05% | — | 25 | +80,575 | New | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Reduced | 79,066 | 3,041 | 0.1% | 0.11% | 26 | -4,750 | -5.67% | Q1 2026 | Apr 22, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 69,475 | 2,672 | 2.45% | 2.83% | 27 | -6,120 | -8.1% | Q1 2026 | May 11, 2026 |
| Compass Advisory Group LLC | History | Reduced | 67,588 | 2,600 | 0.7% | 0.71% | 28 | -160 | -0.24% | Q1 2026 | Apr 21, 2026 |
| Networth Advisors, LLC | History | Reduced | 62,413 | 2,401 | 1.7% | 1.83% | 29 | -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% | 30 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 60,208 | 2,316 | 0.24% | 0.27% | 31 | -6,549 | -9.81% | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Reduced | 52,914 | 2,035 | 0.1% | 0.1% | 32 | -1,281 | -2.36% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 51,051 | 1,963 | 0.09% | 0.09% | 33 | -1,811 | -3.43% | Q1 2026 | Apr 30, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 49,021 | 1,885 | 0.56% | 0.74% | 34 | -11,233 | -18.64% | Q1 2026 | Apr 20, 2026 |
| SMART Wealth LLC | History | Added to | 47,946 | 1,844 | 0.54% | 0.5% | 35 | +5,704 | 13.5% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 46,464 | 1,787 | 0.03% | 0.04% | 36 | -1,920 | -3.97% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,378 | 1,784 | 0.0% | 0.01% | 37 | -2,599 | -5.31% | Q1 2026 | Apr 30, 2026 |
| FSA Advisors, Inc. | History | Added to | 46,294 | 1,780 | 1.17% | 1.08% | 38 | +6,318 | 15.8% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 46,246 | 1,779 | 0.08% | — | 39 | +46,246 | New | Q1 2026 | May 12, 2026 |
| Centennial Advisors, LLC | History | Reduced | 44,270 | 1,703 | 2.17% | 2.41% | 40 | -3,370 | -7.07% | Q1 2026 | Apr 21, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 32,758 | 1,265 | 0.02% | 0.02% | 41 | -2,043 | -5.87% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,466 | 1,133 | 0.0% | 0.0% | 42 | +18,186 | 161.22% | Q1 2026 | May 12, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 27,443 | 1,055 | 0.6% | 0.59% | 43 | +371 | 1.37% | Q1 2026 | Apr 24, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 25,068 | 964 | 0.77% | 0.91% | 44 | -5,112 | -16.94% | Q1 2026 | Jun 04, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 23,377 | 899 | 0.26% | 7.68% | 45 | -484,032 | -95.39% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 23,377 | 899 | 0.26% | 0.3% | 46 | -1,226 | -4.98% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 23,348 | 898 | 0.04% | 0.03% | 47 | -415 | -1.75% | Q1 2026 | Apr 27, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 21,537 | 828 | 0.52% | 0.5% | 48 | +490 | 2.33% | Q1 2026 | Apr 23, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 21,249 | 817 | 0.55% | 0.54% | 49 | +421 | 2.02% | Q1 2026 | May 07, 2026 |
| Strategic Blueprint, LLC | History | No change | 20,977 | 806 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 19,771 | 764 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,912 | 716 | 0.01% | — | 52 | +17,912 | New | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 16,217 | 623 | 0.03% | 0.03% | 53 | -487 | -2.92% | Q1 2026 | Apr 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 14,650 | 563 | 0.03% | 0.03% | 54 | +7,325 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Westshore Wealth, LLC | History | No change | 14,508 | 558 | 0.2% | 0.19% | 55 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 14,416 | 554 | 0.02% | 0.02% | 56 | -1,163 | -7.47% | Q1 2026 | Apr 14, 2026 |
| Certified Advisory Corp | History | No change | 14,253 | 548 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,724 | 527 | 0.01% | 0.01% | 58 | -1,774 | -11.45% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,203 | 507 | 0.0% | 0.01% | 59 | -74,853 | -85.01% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 13,154 | 506 | 0.01% | 0.01% | 60 | +4,550 | 52.88% | Q1 2026 | May 15, 2026 |
| GTS FINANCIAL, LLC | History | New | 12,486 | 438 | 0.35% | — | 61 | +12,486 | New | Q1 2026 | May 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 10,612 | 408 | 0.36% | 0.39% | 62 | -549 | -4.92% | Q1 2026 | May 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,590 | 407 | 0.01% | 0.0% | 63 | +1,839 | 21.01% | Q1 2026 | May 11, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 10,579 | 406 | 0.36% | 0.34% | 64 | +697 | 7.05% | Q1 2026 | May 04, 2026 |
| Taylor Securities Services, Inc. | History | Added to | 10,553 | 405 | 0.19% | 0.18% | 65 | +674 | 6.82% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 9,998 | 384 | 0.01% | 0.01% | 66 | +225 | 2.3% | Q1 2026 | Apr 13, 2026 |
| FreeGulliver LLC | History | New | 9,938 | 382 | 0.16% | — | 67 | +9,938 | New | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | No change | 9,908 | 381 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BCGM Wealth Management, LLC | History | No change | 9,715 | 373 | 0.09% | 0.1% | 69 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,593 | 369 | 0.12% | 0.13% | 70 | -314 | -3.17% | Q1 2026 | Apr 09, 2026 |
| First Heartland Consultants, Inc. | History | No change | 9,470 | 364 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,976 | 345 | 0.0% | 0.0% | 72 | -21,952 | -70.98% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,140 | 313 | 0.15% | 0.16% | 73 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,096 | 311 | 0.0% | 0.0% | 74 | -515 | -5.98% | Q1 2026 | Apr 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 7,500 | 288 | 0.16% | 0.16% | 75 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | Added to | 7,310 | 281 | 0.19% | 0.24% | 76 | +1,032 | 16.44% | Q1 2026 | May 07, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 6,959 | 267 | 0.17% | 0.21% | 77 | -1,425 | -17.0% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,746 | 259 | 0.01% | 0.01% | 78 | -13 | -0.19% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | No change | 6,746 | 259 | 0.2% | 0.2% | 79 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,635 | 255 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 6,605 | 254 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,600 | 253 | 0.0% | 0.0% | 82 | -935 | -12.41% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,490 | 249 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,369 | 248 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | No change | 5,772 | 222 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 5,697 | 219 | 0.16% | 0.21% | 86 | -1,340 | -19.04% | Q1 2026 | May 05, 2026 |
| FWG Investments, LLC. | History | New | 5,576 | 214 | 0.14% | — | 88 | +5,576 | New | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 5,580 | 214 | 0.01% | 0.01% | 87 | -550 | -8.97% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | New | 5,550 | 213 | 0.0% | — | 89 | +5,550 | New | Q1 2026 | Apr 17, 2026 |
| RIA Advisory Group LLC | History | No change | 5,500 | 211 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,332 | 128 | 0.01% | 0.01% | 91 | +722 | 27.66% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,119 | 121 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,070 | 118 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,144 | 82 | 0.0% | 0.01% | 94 | -18,862 | -89.79% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | No change | 939 | 36 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 929 | 35 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 608 | 23 | 0.01% | 0.01% | 97 | -82 | -11.88% | Q1 2026 | Apr 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 178 | 7 | 0.0% | — | 98 | +178 | New | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | New | 85 | 3 | 0.0% | — | 100 | +85 | New | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 99 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 67 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,911 | -100.0% | Q1 2026 | May 01, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,820 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Diligent Investors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,410 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -947 | -100.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -649 | -100.0% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 14, 2026 |