OCTT — AIM ETF PRODUCTS TRUST

Ownership history in Mayflower Financial Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Mayflower Financial Advisors, LLC reported AIM ETF PRODUCTS TRUST (OCTT) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows OCTT at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OCTT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mayflower Financial Advisors, 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
2025 Q4

OCTT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

OCTT stock page Mayflower Financial Advisors, LLC fund profile Mayflower Financial Advisors, LLC full holdings
How Mayflower Financial Advisors, LLC held OCTT — position size vs. price
% of Fund (quarterly)    OCTT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,941 — 0% 0.03% $259K 2026-02-14 (Est.) $43.53
2025 Q3 UNCHANGED 5,941 — 0% 0.03% $253K 2025-10-17 $42.53
2025 Q2 UNCHANGED 5,941 — 0% 0.03% $238K 2025-08-04 $40.80
2025 Q1 UNCHANGED 5,941 — 0% 0.03% $221K 2025-05-02 $37.61
2024 Q4 UNCHANGED 5,941 — 0% 0.03% $227K 2025-01-22 $39.08
2024 Q3 UNCHANGED 5,941 — 0% 0.03% $223K 2024-11-04 $37.33
2024 Q2 UNCHANGED 5,941 — 0% 0.04% $219K 2024-08-02 $36.68
2024 Q1 UNCHANGED 5,941 — 0% 0.04% $213K 2024-04-29 $35.77
2023 Q4 REDUCED 5,941 -275 -4.4% 0.03% $203K 2024-01-22 $34.61
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OCTT

As of 2025 Q4 — sorted by position size

Rothschild Wealth LLC 3Y 0.68% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 0.31% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.23% Navis Wealth Advisors, LLC 3Y 0.16% Modern Wealth Management, LLC 0.07% Strategic Blueprint, LLC 3Y 7Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.01% HARBOUR INVESTMENTS, INC. 3Y 0.01% Focus Financial Network, Inc. 0.01%

FAQ About Mayflower Financial Advisors, LLC and OCTT

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

How long has Mayflower Financial Advisors, LLC reported owning OCTT?

Mayflower Financial Advisors, LLC reported OCTT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OCTT position in Mayflower Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for OCTT was 0.04% in 2024 Q2.

What is the latest reported OCTT position on this page?

The most recent filing on this page is 2025 Q4, when Mayflower Financial Advisors, LLC reported 5,941 shares, equal to 0.03% of portfolio, with an estimated market value of $259K.

What does the chart on this OCTT ownership page compare?

The chart compares Mayflower Financial Advisors, LLC's quarterly OCTT 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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