# AIM ETF PRODUCTS TRUST (OCTW)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OCTW/

- Reporting holders: 5
- Reported value: $1.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $837.6K | 19,771 | 0.2% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $356.5K | 8,485 | 0.0% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $278.7K | 6,635 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $101.1K | 2,407 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.2K | 75 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $1.6M |
| Q2 2026 | 82 | $298.5M |
| Q1 2026 | 99 | $413.0M |
| Q4 2025 | 95 | $426.8M |
| Q3 2025 | 56 | $196.8M |
| Q2 2025 | 85 | $303.7M |
| Q1 2025 | 87 | $353.3M |
| Q4 2024 | 87 | $342.9M |
| Q3 2024 | 46 | $105.6M |
| Q2 2024 | 43 | $97.0M |
| Q1 2024 | 41 | $99.9M |
| Q4 2023 | 41 | $101.3M |