OCTW β€” AIM ETF PRODUCTS TRUST

Ownership history in Integrated Wealth Management  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Integrated Wealth Management reported a position in AIM ETF PRODUCTS TRUST (OCTW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.07% (2025 Q4)
πŸ“Š Avg. % of fund
4.07%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    OCTW price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 92,939 β€” β€” 4.07% $3.6M $39.00

🏒 Other funds also holding OCTW

As of 2025 Q4 β€” sorted by position size

Lloyd Advisory Services, LLC. 3Y 7.68% FSR Wealth Management Ltd. 6.63% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 5.17% Forty-three Eighteen Advisors, LLC 3.57% Mid-American Wealth Advisory Group, Inc. 3Y 3.57% Elevation Wealth Management LLC 2.83% HOWARD BAILEY SECURITIES, LLC 1.92% Outlook Wealth Advisors, LLC 3Y 7Y 1.9% Long Island Wealth Management, Inc. 1.12% FSA Advisors, Inc. 1.08%
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