Spire Wealth Management OCTW — AIM ETF PRODUCTS TRUST

Ownership history in Spire Wealth Management  ·  11 quarters on record

AI Ownership Summary

Spire Wealth Management reported AIM ETF PRODUCTS TRUST (OCTW) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.11% in 2025 Q4. The latest visible filing shows OCTW at 0.09% 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 OCTW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management'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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% 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 Q1 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 Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 75,586 -3,480 -4.4% 0.09% $3.1M 2026-07-15 $41.16
2026 Q1 REDUCED 5.7% +6.1% ❌ 79,066 -4,750 -5.7% 0.10% $3.0M 2026-04-22 $39.98
2025 Q4 ADDED — — — 83,816 +65,463 +356.7% 0.11% $3.3M 2026-01-14 $39.18
2025 Q3 UNCHANGED — — — 18,353 — 0% 0.02% $703K 2025-10-23 $38.53
2025 Q2 UNCHANGED — — — 18,353 — 0% 0.02% $679K 2025-08-04 $37.47
2025 Q1 REDUCED 17.7% +5.4% ❌ 18,353 -3,958 -17.7% 0.02% $645K 2025-04-23 $34.51
2024 Q4 ADDED — — — 22,311 +16,779 +303.3% 0.02% $793K 2025-01-24 $36.14
2024 Q3 UNCHANGED — — — 5,532 — 0% 0.01% $194K 2024-10-15 $35.14
2024 Q2 REDUCED 58.1% +1.7% ❌ 5,532 -7,677 -58.1% 0.01% $191K 2024-07-31 $34.70
2024 Q1 REDUCED — — — 13,209 -1 -0.0% 0.01% $447K 2024-04-24 $33.78
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OCTW

As of 2026 Q2 — sorted by position size

Midwest Financial Network, LLC 0.61% SECURED RETIREMENT ADVISORS, LLC 0.59% Castle Rock Wealth Management, LLC 3Y 7Y 0.16% PFG Advisors 3Y 7Y 0.11% Certified Advisory Corp 3Y 7Y 0.05% First Heartland Consultants, Inc. 3Y 7Y 0.03% Focus Financial Network, Inc. 0.02% INDEPENDENT FINANCIAL GROUP, LLC 0.01% RFG Advisory, LLC 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0%

FAQ About Spire Wealth Management and OCTW

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

How long has Spire Wealth Management reported owning OCTW?

Spire Wealth Management reported OCTW across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported OCTW position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for OCTW was 0.11% in 2025 Q4.

What is the latest reported OCTW position on this page?

The most recent filing on this page is 2026 Q2, when Spire Wealth Management reported 75,586 shares, equal to 0.09% of portfolio, with an estimated market value of $3.1M.

What does the chart on this OCTW ownership page compare?

The chart compares Spire Wealth Management'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 Spire Wealth Management time their OCTW position?

Based on 13F filing dates vs. subsequent OCTW price moves, Spire Wealth Management correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on OCTW relative to SPY over the holding period was -9.4%.

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