LifeWealth Investments, LLC OCTW — AIM ETF PRODUCTS TRUST

Ownership history in LifeWealth Investments, LLC  ·  5 quarters on record

AI Ownership Summary

LifeWealth Investments, LLC reported AIM ETF PRODUCTS TRUST (OCTW) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2025 Q4. The latest visible filing shows OCTW at 0.56% 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 LifeWealth Investments, 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 Q1

OCTW was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 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 Q1

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 LifeWealth Investments, LLC fund profile LifeWealth Investments, LLC full holdings
How LifeWealth Investments, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 49,021 -11,233 -18.6% 0.56% $1.9M 2026-04-21 $39.83
2025 Q4 ADDED — — — 60,254 +12,500 +26.2% 0.74% $2.3M 2026-01-26 $39.26
2025 Q2 ADDED — — — 47,754 +4,181 +9.6% 0.57% $1.8M 2025-07-30 $37.51
2025 Q1 ADDED — — — 43,573 +19,966 +84.6% 0.63% $1.5M 2025-04-21 $33.93
2024 Q4 INITIATED — — — 23,607 — — 0.56% $839K 2025-02-26 $35.89

🏢 Other funds also holding OCTW

As of 2026 Q1 — sorted by position size

POM Investment Strategies, LLC 9.07% Wellment Financial 6.87% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 4.77% Integrated Wealth Management 4.33% Guardian Capital, LLC 3.66% Mid-American Wealth Advisory Group, Inc. 3Y 3.57% Forty-three Eighteen Advisors, LLC 3.4% Elevation Wealth Management LLC 2.45% Centennial Advisors, LLC 2.17% HOWARD BAILEY SECURITIES, LLC 1.9%

FAQ About LifeWealth Investments, 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 LifeWealth Investments, LLC reported owning OCTW?

LifeWealth Investments, LLC reported OCTW across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OCTW position in LifeWealth Investments, LLC's portfolio?

The largest reported portfolio weight for OCTW was 0.74% in 2025 Q4.

What is the latest reported OCTW position on this page?

The most recent filing on this page is 2026 Q1, when LifeWealth Investments, LLC reported 49,021 shares, equal to 0.56% of portfolio, with an estimated market value of $1.9M.

What does the chart on this OCTW ownership page compare?

The chart compares LifeWealth Investments, 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.

How well did LifeWealth Investments, LLC time their OCTW position?

Based on 13F filing dates vs. subsequent OCTW price moves, LifeWealth Investments, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on OCTW relative to SPY over the holding period was -6.7%.

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