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Aim Etf Products Trust shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Aim Etf Products Trust (OCTW) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Aim Etf Products Trust

Tip: Access up to 7 years of quarterly data

All positions including Aim Etf Products Trust held by Lord & Richards Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aim Etf Products Trust by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $539k 15k 35.12
2024-12-31 $670k 19k 35.56

More positions owned by Lord & Richards Wealth Management

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Spdr Series Trust Portfolio Sp500 (SPLG)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Drawdown (ADME)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
Servicenow (NOW)
Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

Top funds holding Aim Etf Products Trust

LPL Financial
Commonwealth Equity Services
Raymond James Financial
Kestra Advisory Services
Centaurus Financial
Cetera Investment Advisers
Envestnet Asset Management
Advisor Group Holdings
Blue Bell Private Wealth Management
Mml Investors Services
Atria Wealth Solutions
Compass Advisory Group
Long Island Wealth Management
PFG Advisors
Strategic Blueprint

View all funds holding Aim Etf Products Trust