JIM SAULNIER & ASSOCIATES, LLC OCTW — AIM ETF PRODUCTS TRUST

Ownership history in JIM SAULNIER & ASSOCIATES, LLC  ·  7 quarters on record

AI Ownership Summary

JIM SAULNIER & ASSOCIATES, LLC reported AIM ETF PRODUCTS TRUST (OCTW) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.25% in 2024 Q4. The latest visible filing shows OCTW at 0.13% 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 OCTW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JIM SAULNIER & ASSOCIATES, LLC'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
2026 Q2

OCTW was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

OCTW stock page JIM SAULNIER & ASSOCIATES, LLC fund profile JIM SAULNIER & ASSOCIATES, LLC full holdings
How JIM SAULNIER & ASSOCIATES, LLC held OCTW — position size vs. price
% of Fund (quarterly)    OCTW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 8,140 — 0% 0.13% $333K 2026-07-28 $41.09
2026 Q1 UNCHANGED — — — 8,140 — 0% 0.15% $313K 2026-04-22 $39.98
2025 Q4 UNCHANGED — — — 8,140 — 0% 0.16% $317K 2026-01-29 $39.31
2025 Q3 UNCHANGED — — — 8,140 — 0% 0.17% $312K 2025-11-03 $38.62
2025 Q2 UNCHANGED — — — 8,140 — 0% 0.21% $301K 2025-08-04 $37.47
2025 Q1 UNCHANGED — — — 8,140 — 0% 0.22% $286K 2025-04-21 $33.93
2024 Q4 INITIATED — — — 8,140 — — 0.25% $289K 2025-01-22 $36.05

🏢 Other funds also holding OCTW

As of 2026 Q2 — sorted by position size

Guardian Capital, LLC 4.57% Forty-three Eighteen Advisors, LLC 3.22% Elevation Wealth Management LLC 2.1% Long Island Wealth Management, Inc. 1.02% Elevated Capital Advisors, LLC 3Y 0.69% Compass Advisory Group LLC 3Y 0.64% Advyzon Investment Management, LLC 0.62% Midwest Financial Network, LLC 0.61% SECURED RETIREMENT ADVISORS, LLC 0.59% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.43%

FAQ About JIM SAULNIER & ASSOCIATES, LLC and OCTW

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

How long has JIM SAULNIER & ASSOCIATES, LLC reported owning OCTW?

JIM SAULNIER & ASSOCIATES, LLC reported OCTW across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported OCTW position in JIM SAULNIER & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for OCTW was 0.25% in 2024 Q4.

What is the latest reported OCTW position on this page?

The most recent filing on this page is 2026 Q2, when JIM SAULNIER & ASSOCIATES, LLC reported 8,140 shares, equal to 0.13% of portfolio, with an estimated market value of $333K.

What does the chart on this OCTW ownership page compare?

The chart compares JIM SAULNIER & ASSOCIATES, LLC's quarterly OCTW 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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