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 | No change | 2,212,139 | 90,498 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 985,178 | 41,387 | 0.05% | 0.06% | 2 | -154,985 | -13.59% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 508,418 | 20,799 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 249,190 | 10,194 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 216,813 | 8,870 | 0.34% | 0.34% | 5 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 209,014 | 8,780 | 0.02% | 0.03% | 6 | -21,113 | -9.17% | Q3 2026 | Nov 02, 2026 |
| Advyzon Investment Management, LLC | History | No change | 207,260 | 8,479 | 0.62% | 0.62% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 189,674 | 7,759 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 184,697 | 7,555 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANZ SE | History | No change | 167,279 | 6,843 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Guardian Capital, LLC | History | No change | 136,626 | 5,589 | 4.57% | 4.57% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 117,113 | 4,791 | 3.22% | 3.22% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| World Investment Advisors | History | No change | 88,691 | 3,628 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 87,868 | 3,594 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 85,533 | 3,499 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 75,944 | 3,190 | 0.38% | 0.43% | 16 | -8,889 | -10.48% | Q3 2026 | Oct 29, 2026 |
| Elevation Wealth Management LLC | History | No change | 68,745 | 2,887 | 1.95% | 2.1% | 17 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 64,417 | 2,706 | 0.02% | — | 18 | +64,417 | New | Q3 2026 | Oct 16, 2026 |
| Compass Advisory Group LLC | History | No change | 66,115 | 2,704 | 0.64% | 0.64% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Reduced | 61,506 | 2,583 | 0.08% | 0.09% | 20 | -14,080 | -18.63% | Q3 2026 | Oct 30, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 49,315 | 2,071 | 0.81% | 1.02% | 21 | -11,210 | -18.52% | Q3 2026 | Oct 20, 2026 |
| Advus Financial Partners, LLC | History | Reduced | 48,466 | 2,036 | 0.57% | 0.6% | 22 | -2,757 | -5.38% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,781 | 1,797 | 0.0% | 0.0% | 23 | -2,777 | -6.1% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 39,556 | 1,618 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 37,749 | 1,544 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 28,320 | 1,158 | 0.59% | 0.59% | 26 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Financial, LLC | History | No change | 25,940 | 1,061 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 25,537 | 1,044 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BIP Wealth, LLC | History | Reduced | 21,665 | 910 | 0.02% | 0.03% | 29 | -645 | -2.89% | Q3 2026 | Oct 22, 2026 |
| Strategic Blueprint, LLC | History | No change | 20,977 | 881 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IFG Advisory, LLC | History | No change | 20,776 | 849 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 19,771 | 837 | 0.16% | 0.16% | 32 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 18,883 | 793 | 0.54% | 0.61% | 33 | -2,822 | -13.0% | Q3 2026 | Oct 09, 2026 |
| Diversify Advisory Services, LLC | History | No change | 17,912 | 756 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 17,912 | 756 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 17,090 | 699 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 14,240 | 598 | 0.02% | 0.02% | 37 | -222 | -1.54% | Q3 2026 | Oct 14, 2026 |
| Westshore Wealth, LLC | History | No change | 14,508 | 593 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 13,424 | 563 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 13,222 | 540 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 12,536 | 526 | 0.01% | 0.01% | 41 | +2,588 | 26.02% | Q3 2026 | Oct 16, 2026 |
| Certified Advisory Corp | History | Reduced | 12,465 | 523 | 0.04% | 0.05% | 42 | -1,538 | -10.98% | Q3 2026 | Oct 29, 2026 |
| PFG Advisors | History | Reduced | 11,983 | 503 | 0.03% | 0.11% | 43 | -39,714 | -76.82% | Q3 2026 | Oct 15, 2026 |
| GTS FINANCIAL, LLC | History | No change | 12,486 | 462 | 0.34% | 0.34% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 10,198 | 417 | 0.31% | 0.31% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HB Wealth Management, LLC | History | No change | 9,908 | 416 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FreeGulliver LLC | History | No change | 9,938 | 406 | 0.14% | 0.14% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCGM Wealth Management, LLC | History | No change | 9,715 | 397 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,485 | 356 | 0.02% | 0.03% | 49 | -985 | -10.4% | Q3 2026 | Oct 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 8,205 | 344 | 0.1% | 0.11% | 50 | -1,355 | -14.17% | Q3 2026 | Oct 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,140 | 341 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Merit Financial Group, LLC | History | No change | 7,883 | 322 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 7,500 | 306 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 6,988 | 293 | 0.08% | — | 54 | +6,988 | New | Q3 2026 | Oct 30, 2026 |
| RFG Advisory, LLC | History | Added to | 6,904 | 290 | 0.0% | 0.0% | 55 | +1,642 | 31.2% | Q3 2026 | Nov 03, 2026 |
| Grantvest Financial Group LLC | History | No change | 6,667 | 280 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,635 | 278 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CreativeOne Wealth, LLC | History | No change | 6,773 | 277 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 6,600 | 270 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,490 | 265 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,833 | 245 | 0.06% | 0.07% | 61 | -772 | -11.69% | Q3 2026 | Nov 02, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,497 | 224 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moors & Cabot, Inc. | History | No change | 5,330 | 218 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 5,028 | 211 | 0.12% | 0.14% | 64 | -444 | -8.11% | Q3 2026 | Oct 29, 2026 |
| Rothschild Wealth LLC | History | No change | 4,993 | 204 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,892 | 200 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,155 | 132 | 0.01% | 0.01% | 67 | -212 | -6.3% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,119 | 127 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 2,559 | 104 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,407 | 101 | 0.0% | 0.0% | 70 | +263 | 12.27% | Q3 2026 | Oct 08, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 2,172 | 91 | 0.01% | 0.01% | 71 | -343 | -13.64% | Q3 2026 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,519 | 62 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,165 | 48 | 0.02% | 0.02% | 73 | -265 | -18.53% | Q3 2026 | Nov 02, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 870 | 36 | 0.03% | 0.06% | 74 | -337 | -27.92% | Q3 2026 | Oct 20, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 753 | 31 | 0.01% | 0.02% | 75 | -254 | -25.22% | Q3 2026 | Nov 04, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 660 | 27 | 0.01% | 0.69% | 76 | -60,519 | -98.92% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 157 | 6 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | No change | 134 | 5 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 99 | 4 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | New | 75 | 3 | 0.0% | — | 80 | +75 | New | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | No change | 67 | 2 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Taylor Securities Services, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -10,150 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -8,631 | -100.0% | Q3 2026 | Nov 04, 2026 |
| RIA Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,070 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2026 | Nov 05, 2026 |