OCTU β€” AIM ETF PRODUCTS TRUST

Ownership history in STEPHENS INC /AR/  Β·  5 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported AIM ETF PRODUCTS TRUST (OCTU) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows OCTU at 0.05% 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 OCTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'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

OCTU was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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 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.

How STEPHENS INC /AR/ held OCTU β€” position size vs. price
% of Fund (quarterly)    OCTU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 143,368 +21,965 +18.1% 0.05% $4.1M 2026-02-14 (Est.) $28.40
2025 Q3 ADDED 121,403 +505 +0.4% 0.04% $3.4M 2025-10-27 $28.63
2025 Q2 ADDED 120,898 +2,929 +2.5% 0.04% $3.2M 2025-07-29 $26.80
2025 Q1 ADDED 117,969 +1,694 +1.5% 0.04% $2.9M 2025-05-01 $24.69
2024 Q4 INITIATED 116,275 β€” β€” 0.04% $2.9M 2025-01-28 $25.95

FAQ About STEPHENS INC /AR/ and OCTU

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

How long has STEPHENS INC /AR/ reported owning OCTU?

STEPHENS INC /AR/ reported OCTU across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported OCTU position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for OCTU was 0.05% in 2025 Q4.

What is the latest reported OCTU position on this page?

The most recent filing on this page is 2025 Q4, when STEPHENS INC /AR/ reported 143,368 shares, equal to 0.05% of portfolio, with an estimated market value of $4.1M.

What does the chart on this OCTU ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly OCTU 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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