American Institute For Advanced Investment Management, LLP Purchases in Q1 2025

American Institute For Advanced Investment Management, LLP

  • $134 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
14.6K
New
N/A
14.6K $2.71M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
11.6K
+ 99.84%
$113.13 - $127.79 $1.31M - $1.48M
23.2K $2.63M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.52K
New
$91.45 - $91.75 $596K - $598K
6.52K $598K
VTV
Vanguard Value ETF

ETFs
2.17K
+ 22.52%
$167.73 - $179.21 $365K - $390K
11.8K $2.02M
GLD
Spdr Gold Trust

ETFs
400
+ 8.92%
$243.19 - $288.14 $97.3K - $115K
4.88K $1.41M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
14.9K
New
$20.7 - $21.15 $308K - $315K
14.9K $308K
ABBV
Abb Vie Inc.

Healthcare
215
+ 2.78%
$169.2 - $216.66 $36.4K - $46.6K
7.94K $1.66M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
5.6K
New
$49.75 - $50.27 $279K - $282K
5.6K $279K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
13.2K
+ 79.65%
$20.05 - $20.4 $265K - $269K
29.8K $606K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.57K
+ 7.41%
$100.32 - $100.76 $257K - $258K
37.2K $3.74M
SHV
Ishares Tr

ETFs
2.18K
New
$110.11 - $110.51 $239K - $240K
2.18K $240K
SCHO
Schwab Short Term Us Treasury

ETFs
9.5K
New
$24.1 - $24.34 $229K - $231K
9.5K $231K
CQP
Cheniere Energy Partners, L.P.

Energy
3.48K
New
$55.42 - $67.71 $193K - $235K
3.48K $229K
EMLP
First Tr Exchange Traded Iv

ETFs
6.04K
New
$35.79 - $38.28 $216K - $231K
6.04K $226K
TT
Trane Technologies PLC

Industrials
665
New
$332.0 - $400.86 $221K - $267K
665 $224K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.7K
New
$81.83 - $82.73 $221K - $223K
2.7K $223K
CTAS
Cintas Corp

Industrials
1.08K
New
$182.09 - $208.14 $197K - $225K
1.08K $221K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.72K
+ 84.11%
$126.11 - $135.06 $217K - $232K
3.77K $480K
ROBO
Robo Global Robotics And Autom

ETFs
4.2K
New
$51.5 - $60.89 $216K - $256K
4.2K $219K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.79K
New
$34.58 - $45.97 $165K - $220K
4.79K $218K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.2K
+ 95.73%
$18.18 - $18.58 $185K - $189K
20.8K $386K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.61K
+ 22.17%
$19.43 - $19.62 $128K - $130K
36.4K $713K
IWD
Ishares Russell 1000 Val ETF

ETFs
475
+ 1.45%
$182.82 - $196.21 $86.8K - $93.2K
33.3K $6.2M
XLF
Financial Sector Spdr

ETFs
1.76K
+ 5.35%
$47.32 - $52.19 $83K - $91.6K
34.5K $1.7M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.51K
+ 17.8%
$38.99 - $40.37 $97.9K - $101K
16.6K $668K
CB
Chubb LTD

Financial Services
260
+ 21.31%
$257.71 - $301.99 $67K - $78.5K
1.48K $446K
JHSC
John Hancock ETF Tr Multifacto

ETFs
5.38K
+ 13.56%
$36.26 - $41.89 $195K - $225K
45K $1.67M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
4.47K
+ 16.71%
$24.66 - $26.1 $110K - $117K
31.2K $778K
WM
Waste Management Inc

Industrials
165
+ 8.42%
$200.54 - $233.78 $33.1K - $38.6K
2.13K $491K
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 22.42%
$225.19 - $279.95 $67.6K - $84K
1.64K $401K
PPA
Invesco Exchange Traded Fd Tr

ETFs
452
+ 3.11%
$113.59 - $123.29 $51.3K - $55.7K
15K $1.75M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.3K
+ 7.74%
$51.52 - $52.37 $67K - $68.1K
18.1K $947K
IEF
Ishares Barclays

ETFs
648
+ 12.44%
$91.17 - $95.39 $59.1K - $61.8K
5.86K $558K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.57K
+ 12.41%
$19.42 - $19.54 $69.3K - $69.8K
32.3K $629K
NEAR
Blackrock Short Maturity Bond

ETFs
1.2K
+ 7.89%
$50.4 - $50.89 $60.5K - $61.1K
16.4K $834K
QQQ
Invesco Qqq Trust, Series 1

ETFs
240
+ 22.33%
$468.34 - $539.52 $112K - $129K
1.32K $616K
VO
Vanguard Mid Cap ETF

ETFs
310
+ 13.15%
$251.87 - $277.95 $78.1K - $86.2K
2.67K $685K
XOM
Exxon Mobil Corp

Energy
225
+ 11.25%
$105.44 - $118.93 $23.7K - $26.8K
2.23K $264K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
450
+ 11.33%
$94.87 - $96.11 $42.7K - $43.2K
4.42K $424K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
560
+ 12.64%
$58.32 - $65.09 $32.7K - $36.5K
4.99K $300K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
472
+ 5.81%
$33.84 - $37.77 $16K - $17.8K
8.6K $315K
XLI
Industrial Sector Spdr

ETFs
320
+ 10.06%
$128.78 - $141.67 $41.2K - $45.3K
3.5K $455K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
574
+ 5.9%
$62.72 - $71.92 $36K - $41.3K
10.3K $648K
VOE
Vanguard Mid Cap Value Index F

ETFs
290
+ 4.46%
$156.61 - $168.02 $45.4K - $48.7K
6.79K $1.08M
RFG
Invesco Exchange Traded Fd Tr

ETFs
977
+ 17.81%
$43.07 - $51.51 $42.1K - $50.3K
6.46K $283K
FTHI
First Trust Exchange Traded Fd

ETFs
3.76K
+ 7.38%
$21.62 - $23.74 $81.3K - $89.3K
54.7K $1.2M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.42K
+ 4.01%
$19.04 - $20.15 $27.1K - $28.7K
36.9K $702K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20
+ 0.23%
$76.94 - $78.28 $1.54K - $1.57K
8.59K $672K
FPE
First Tr Pfd Secs & Income ETF

ETFs
550
+ 2.29%
$17.53 - $17.87 $9.64K - $9.83K
24.6K $432K
Activity Summary
Buys All Purchases 70 New Holdings 15 Increased Positions 55 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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