Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US LRGCP B20 OCT
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Number of holders
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31
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Total 13F shares, excl. options
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4.35M
-
Shares change
-
-263K
-
Total reported value, excl. options
-
$127M
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Value change
-
-$7.55M
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Number of buys
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10
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Number of sells
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-21
-
Price
-
$29.13
Significant Holders of AIM ETF PRODUCTS TRUST - US LRGCP B20 OCT (OCTW) as of Q1 2023
34 filings reported holding OCTW - AIM ETF PRODUCTS TRUST - US LRGCP B20 OCT as of Q1 2023.
AIM ETF PRODUCTS TRUST - US LRGCP B20 OCT (OCTW) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.35M shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (1.91M shares), AE Wealth Management LLC (526K shares), ADVISOR GROUP HOLDINGS, INC. (407K shares), ENVESTNET ASSET MANAGEMENT INC (214K shares), Kestra Advisory Services, LLC (199K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (154K shares), JPMORGAN CHASE & CO (103K shares), First Heartland Consultants, Inc. (101K shares), Atria Wealth Solutions, Inc. (88.1K shares), and Compass Advisory Group LLC (82.5K shares).
This table shows the top 31 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.