OCTU β€” AIM ETF PRODUCTS TRUST

Ownership history in FSR Wealth Management Ltd.  Β·  3 quarters on record

AI Ownership Summary

FSR Wealth Management Ltd. reported AIM ETF PRODUCTS TRUST (OCTU) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q2. The latest visible filing shows OCTU at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OCTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FSR Wealth Management Ltd.'s position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OCTU was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FSR Wealth Management Ltd. held OCTU β€” position size vs. price
% of Fund (quarterly)    OCTU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,737 β€” 0% 0.36% $306K 2026-02-14 (Est.) $28.40
2025 Q3 REDUCED 10,737 -1,704 -13.7% 0.36% $300K 2025-10-29 $28.67
2025 Q2 INITIATED 12,441 β€” β€” 0.42% $327K 2025-07-31 $26.66

🏒 Other funds also holding OCTU

As of 2026 Q1 β€” sorted by position size

DHJJ Financial Advisors, Ltd. 3Y 0.02%

FAQ About FSR Wealth Management Ltd. and OCTU

These are the practical questions this page is built to answer before you even open the full history table.

How long has FSR Wealth Management Ltd. reported owning OCTU?

FSR Wealth Management Ltd. reported OCTU across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported OCTU position in FSR Wealth Management Ltd.'s portfolio?

The largest reported portfolio weight for OCTU was 0.42% in 2025 Q2.

What is the latest reported OCTU position on this page?

The most recent filing on this page is 2025 Q4, when FSR Wealth Management Ltd. reported 10,737 shares, equal to 0.36% of portfolio, with an estimated market value of $306K.

What does the chart on this OCTU ownership page compare?

The chart compares FSR Wealth Management Ltd.'s quarterly OCTU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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