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Disclosery

OCTT AIM ETF PRODUCTS TRUST

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FUND (fund)

47 managers (47 13F filers) reported a position in OCTT shares at 2024-12-31, 3,331,057 shares in all. 20 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
20
Added
11
Reduced
2
Sold out
3
Shares held by filers
3,331,057

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
AE Wealth Management LLC1,721,993$65.8M0.56%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC217,552$8.31M0.01%+92,10513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.194,416$7.43M0.02%+88,20613F-HR/ATimelineGroup
WealthPlan Investment Management, LLC175,022$6.69M0.66%new13F-HRTimeline
Wellment Financial121,472$4.64M5.83%13F-HRTimeline
Rothschild Wealth LLC117,227$4.48M1.31%+88,29913F-HRTimeline
WealthPLAN Partners, LLC100,628$3.85M0.55%new13F-HRTimeline
SMART Wealth LLC95,783$3.66M1.3%new13F-HRTimeline
FWG Investments, LLC.72,335$2.76M2.15%new13F-HRTimeline
Cetera Investment Advisers63,567$2.43M0.01%+18,26113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC41,275$1.58M0.3%-17113F-HRTimeline
LPL Financial LLC36,170$1.38M<0.01%+10,15013F-HRTimeline
CENTAURUS FINANCIAL, INC.30,836$1.18M0.07%+15,64313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,772$1.02M<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.26,732$1.02M1.02%13F-HRTimeline
Atria Wealth Solutions, Inc.25,337$968K0.01%new13F-HRTimeline
Csenge Advisory Group22,656$866K0.05%+7,65413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,114$807K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,171$733K0.02%+2,89513F-HRTimelineGroup
FSA Advisors, Inc.16,795$642K0.79%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,719$639K<0.01%+5,67813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.16,575$633K0.02%+3,01413F-HRTimeline
LifeWealth Investments, LLC13,564$518K0.34%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,250$506K0.33%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,762$488K<0.01%+4,77113F-HRTimelineGroup
Bleakley Financial Group, LLC12,310$470K0.01%013F-HRTimeline
GTS SECURITIES LLC9,700$371K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,076$347K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,130$311K0.02%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,180$274K0.08%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,135$273K<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC6,668$255K0.02%new13F-HRTimeline
Lord & Richards Wealth Management, LLC6,251$239K0.5%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,018$230K<0.01%13F-HR/ATimelineGroup
Focus Financial Network, Inc.5,983$229K0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC5,941$227K0.03%013F-HRTimeline
Avidian Wealth Enterprises, LLC5,485$210K0.01%new13F-HRTimeline
Navis Wealth Advisors, LLC5,384$206K0.22%new13F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$191K0.01%-199,25013F-HRTimelineGroup
GeoWealth Management, LLC3,240$124K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,195$45.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV900$34.4K<0.01%013F-HRTimeline
First Heartland Consultants, Inc.5,235$20.1K<0.01%new13F-HRTimeline
New Millennium Group LLC307$11.7K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125$4.78K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71$2.71K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.