American Institute For Advanced Investment Management, LLP Purchases in Q2 2025

American Institute For Advanced Investment Management, LLP

  • $144 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
210
+ 0.78%
$320.42 - $424.58 $67.3K - $89.2K
27K $11.5M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.32K
+ 14.27%
$101.69 - $139.02 $337K - $461K
26.5K $3.69M
NVDA
Nvidia Corp

Technology
690
+ 6.22%
$94.31 - $157.99 $65.1K - $109K
11.8K $1.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 0.55%
$496.48 - $617.85 $26.8K - $33.4K
9.8K $6.06M
IGF
Ishares Global Infrastructure

ETFs
8.54K
New
$50.55 - $59.83 $432K - $511K
8.54K $505K
VUG
Vanguard Growth ETF

ETFs
50
+ 0.79%
$329.49 - $438.4 $16.5K - $21.9K
6.39K $2.8M
PPA
Invesco Exchange Traded Fd Tr

ETFs
245
+ 1.63%
$105.2 - $141.69 $25.8K - $34.7K
15.2K $2.16M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.04K
New
$62.73 - $78.42 $316K - $395K
5.04K $390K
IWD
Ishares Russell 1000 Val ETF

ETFs
398
+ 1.2%
$166.82 - $194.23 $66.4K - $77.3K
33.7K $6.54M
TSLA
Tesla, Inc.

Consumer Cyclical
820
New
$221.86 - $362.89 $182K - $298K
820 $260K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.6K
New
$22.27 - $29.21 $169K - $222K
7.6K $221K
CSX
Csx Corp

Industrials
6.32K
New
$26.69 - $32.91 $169K - $208K
6.32K $206K
GLD
Spdr Gold Trust

ETFs
366
+ 7.5%
$273.71 - $316.29 $100K - $116K
5.25K $1.6M
TXN
Texas Instruments Inc

Technology
985
New
N/A
985 $191K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.92K
+ 45.61%
$32.66 - $40.75 $128K - $160K
12.5K $506K
PLTR
Palantir Technologies Inc.

Technology
200
+ 7.14%
$74.01 - $144.25 $14.8K - $28.9K
3K $408K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3.88K
New
N/A
3.88K $157K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
335
+ 3.25%
$57.46 - $75.58 $19.2K - $25.3K
10.6K $803K
VTV
Vanguard Value ETF

ETFs
353
+ 2.98%
$153.67 - $176.74 $54.2K - $62.4K
12.2K $2.15M
TMC
Tmc The Metals CO Inc.

Basic Materials
13K
New
$1.62 - $7.49 $21.1K - $97.4K
13K $85K
RSP
Invesco S&P 500 Equal Weight E

ETFs
96
+ 1.21%
$152.93 - $181.74 $14.7K - $17.4K
8.05K $1.46M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.04K
+ 11.08%
$19.49 - $19.66 $78.6K - $79.3K
40.5K $795K
PM
Philip Morris International Inc.

Consumer Defensive
175
+ 11.28%
$149.23 - $184.95 $26.1K - $32.4K
1.73K $314K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 1.39%
$908.13 - $1056.85 $13.6K - $15.9K
1.1K $1.08M
SCHW
Schwab Charles Corp

Financial Services
90
+ 2.35%
$69.06 - $91.24 $6.22K - $8.21K
3.92K $357K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.36K
+ 7.3%
$19.44 - $19.56 $45.9K - $46.2K
34.7K $677K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.99K
+ 6.68%
$20.16 - $20.49 $40.1K - $40.8K
31.8K $651K
SLV
I Shares Silver Trust

ETFs
825
+ 9.7%
$27.08 - $33.74 $22.3K - $27.8K
9.33K $306K
CTAS
Cintas Corp

Industrials
100
+ 9.26%
$190.11 - $227.66 $19K - $22.8K
1.18K $262K
RFG
Invesco Exchange Traded Fd Tr

ETFs
200
+ 3.1%
$39.08 - $48.9 $7.82K - $9.78K
6.66K $324K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17
+ 1.57%
$171.4 - $227.1 $2.91K - $3.86K
1.1K $249K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
270
+ 5.25%
$39.89 - $49.46 $10.8K - $13.4K
5.41K $267K
ABC
Amerisourcebergen Corp

Healthcare
160
+ 1.09%
N/A
14.8K $2.74M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.5K
+ 14.22%
$22.18 - $23.36 $33.3K - $35K
12K $269K
WM
Waste Management Inc

Industrials
125
+ 5.88%
$216.47 - $242.1 $27.1K - $30.3K
2.25K $514K
TY
Tri Continental Corp

Financial Services
283
+ 2.47%
$27.37 - $31.84 $7.75K - $9.01K
11.7K $371K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
923
+ 3.29%
$20.66 - $20.74 $19.1K - $19.1K
29K $599K
FPE
First Tr Pfd Secs & Income ETF

ETFs
850
+ 3.46%
$16.93 - $17.81 $14.4K - $15.1K
25.4K $452K
EMLP
First Tr Exchange Traded Iv

ETFs
530
+ 8.77%
$33.62 - $37.89 $17.8K - $20.1K
6.57K $246K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
375
+ 2.26%
$39.34 - $40.41 $14.8K - $15.2K
17K $681K
CB
Chubb LTD

Financial Services
95
+ 6.42%
$274.32 - $302.46 $26.1K - $28.7K
1.58K $456K
First Tr Exchange Traded Fd
28.4K
New
N/A
28.4K $0
Global X Fds
11.6K
New
N/A
11.6K $0
EPD
Enterprise Products Partners L.P.

Energy
995
+ 7.2%
$28.95 - $34.22 $28.8K - $34K
14.8K $459K
JNJ
Johnson & Johnson

Healthcare
110
+ 1.74%
$146.36 - $159.82 $16.1K - $17.6K
6.43K $981K
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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