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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 2025-06-30, 3,319,806 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
47
13F filers
47
New
7
Added
14
Reduced
15
Sold out
5
Shares held by filers
3,319,806

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AE Wealth Management LLC1,684,704$67.6M0.49%-28,23813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC240,476$9.65M0.01%+30,75913F-HRTimeline
WealthPlan Investment Management, LLC224,727$9.02M0.66%new13F-HRTimeline
Rothschild Wealth LLC147,899$5.94M1.46%+13,20213F-HRTimeline
Wellment Financial122,203$4.91M6.3%+2,78313F-HRTimeline
SMART Wealth LLC110,046$4.42M1.39%-5,55213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,845$4.29M0.01%-43,02213F-HR/ATimelineGroup
FWG Investments, LLC.100,218$4.02M3.06%+10,13313F-HRTimeline
Cetera Investment Advisers62,937$2.53M<0.01%-22913F-HRTimeline
WealthPLAN Partners, LLC60,191$2.42M0.39%new13F-HRTimeline
LPL Financial LLC42,981$1.73M<0.01%+7,41113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40,821$1.64M0.27%-9813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC38,429$1.54M0.03%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.30,176$1.21M1.18%+2,61713F-HRTimeline
FSA Advisors, Inc.29,705$1.19M0.97%+6,49813F-HRTimeline
Csenge Advisory Group25,704$996K0.05%-13913F-HRTimeline
LifeWealth Investments, LLC20,497$823K0.3%+1,77813F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.20,011$803K<0.01%-1,10313F-HRTimeline
Atria Wealth Solutions, Inc.19,547$785K0.02%-10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,978$641K<0.01%-11,37713F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC13,250$532K0.33%013F-HRTimeline
Bleakley Financial Group, LLC12,310$494K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,472$460K<0.01%+36113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,388$457K0.01%-17913F-HRTimeline
Sanctuary Advisors, LLC10,278$413K<0.01%013F-HRTimeline
Navis Wealth Advisors, LLC8,621$346K0.29%-70013F-HRTimeline
Strategic Blueprint, LLC8,465$340K0.02%+1,79713F-HRTimeline
Signal Advisors Wealth, LLC8,363$336K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,820$314K<0.01%+1,40013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management7,477$300K0.01%-4,95813F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC7,477$300K0.08%-27613F-HRTimeline
Focus Financial Network, Inc.7,369$296K0.01%+1,38613F-HRTimeline
OLD MISSION CAPITAL LLC7,028$282K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,964$280K0.02%+1,17113F-HRTimeline
Patriot Financial Group Insurance Agenc…6,386$256K0.03%013F-HRTimeline
Golden Reserve Retirement LLC6,247$251K0.08%new13F-HRTimeline
Mayflower Financial Advisors, LLC5,941$238K0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,900$237K<0.01%-6513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,742$230K<0.01%-4,52613F-HRTimelineGroup
Avidian Wealth Enterprises, LLC5,485$220K0.01%013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$201K0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,665$147K<0.01%+5513F-HR/ATimelineGroup
AdvisorNet Financial, Inc1,195$48K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV900$36.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.633$25K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…335$13.4K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.