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OCTT AIM ETF PRODUCTS TRUST

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FUND (fund)

26 managers (26 13F filers) reported a position in OCTT shares at 2024-09-30, 707,809 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
26
13F filers
26
New
3
Added
7
Reduced
6
Sold out
3
Shares held by filers
707,809

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allianz Investment Management U.S. LLCin group Allianz SE204,250$7.65M0.52%-35,00013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC125,447$4.71M0.01%+7,82213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,210$3.99M0.01%+11,51713F-HRTimelineGroup
Cetera Investment Advisers45,306$1.7M<0.01%+17213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC41,446$1.56M0.3%-2,42813F-HRTimeline
Rothschild Wealth LLC28,928$1.12M0.33%-143,52313F-HRTimeline
LPL Financial LLC26,020$976K<0.01%+7,79613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,276$611K0.02%-1,26013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.15,193$570K0.04%+1,45813F-HRTimeline
Csenge Advisory Group15,002$566K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,561$509K0.02%+11,36113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,250$497K0.34%13F-HRTimeline
Bleakley Financial Group, LLC12,310$462K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,041$414K<0.01%+56813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,130$305K0.02%-2013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,991$300K<0.01%new13F-HRTimelineGroup
Mayflower Financial Advisors, LLC5,941$223K0.03%013F-HRTimeline
Raymond James Financial Services Adviso…in group RAYMOND JAMES FINANCIAL INC5,342$200K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC3,114$117K0.1%013F-HRTimeline
AdvisorNet Financial, Inc1,195$44.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV900$33.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.633$23K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG127$4.77K<0.01%-1,27913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125$4.69K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71$2.66K<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.