American Institute For Advanced Investment Management, LLP Sells in Q3 2025

American Institute For Advanced Investment Management, LLP

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-9.28K
- 34.97%
$138.08 - $151.2 $1.28M - $1.4M
17.3K $2.61M
VDE
Vanguard Energy ETF

ETFs
-3.17K
- 35.45%
$118.37 - $129.65 $376K - $411K
5.78K $727K
XLE
Energy Sector Spdr

ETFs
-2.57K
- 48.31%
$84.25 - $91.99 $216K - $236K
2.75K $245K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-6.5K
- 22.44%
$20.66 - $20.74 $134K - $135K
22.5K $464K
IRM
Iron Mountain Inc

Real Estate
-1.18K
- 12.76%
$89.46 - $104.46 $106K - $123K
8.07K $822K
CVX
Chevron Corp

Energy
-1.07K
- 25.44%
$145.57 - $161.83 $155K - $172K
3.12K $484K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-4.75K
- 15.39%
$31.79 - $33.42 $151K - $159K
26.1K $872K
IBM
International Business Machines Corp

Technology
-225
- 14.62%
$234.77 - $292.47 $52.8K - $65.8K
1.31K $370K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.46%
$915.95 - $994.57 $4.58K - $4.97K
1.09K $1.01M
CB
Chubb LTD

Financial Services
-200
- 12.7%
$265.99 - $289.59 $53.2K - $57.9K
1.38K $388K
DLR
Digital Realty Trust, Inc.

Real Estate
-285
- 7.17%
$161.21 - $180.02 $45.9K - $51.3K
3.69K $637K
PG
Procter & Gamble CO

Consumer Defensive
-200
- 6.59%
$150.47 - $161.22 $30.1K - $32.2K
2.84K $435K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-532
- 1.44%
$100.16 - $100.7 $53.3K - $53.6K
36.4K $3.67M
ET
Energy Transfer LP

Energy
-1.15K
- 4.38%
$17.11 - $18.16 $19.7K - $20.9K
25.1K $430K
AMZN
Amazon Com Inc

Consumer Cyclical
-187
- 1.64%
$211.65 - $238.24 $39.6K - $44.6K
11.2K $2.47M
VHT
Vanguard Health Care ETF

ETFs
-190
- 17.82%
$239.12 - $259.95 $45.4K - $49.4K
876 $227K
VIG
Vanguard Dividend Appreciation

ETFs
-164
- 0.95%
N/A
17.1K $3.11M
WM
Waste Management Inc

Industrials
-45
- 2.0%
$213.88 - $237.1 $9.62K - $10.7K
2.21K $486K
GNMA
Ishares Gnma Bond ETF

ETFs
-595
- 9.87%
$43.21 - $44.75 $25.7K - $26.6K
5.43K $240K
NEAR
Blackrock Short Maturity Bond

ETFs
-500
- 3.05%
$50.8 - $51.32 $25.4K - $25.7K
15.9K $815K
TY
Tri Continental Corp

Financial Services
-1.45K
- 12.37%
$31.7 - $34.11 $46K - $49.5K
10.3K $349K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-270
- 10.0%
$82.38 - $83.0 $22.2K - $22.4K
2.43K $201K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-100
- 2.0%
$59.29 - $62.87 $5.93K - $6.29K
4.89K $293K
ETN
Eaton Corp PLC

Industrials
-100
- 9.2%
$342.99 - $392.76 $34.3K - $39.3K
987 $369K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-200
- 4.52%
$95.22 - $96.21 $19K - $19.2K
4.22K $406K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.62K
- 4.82%
$192.76 - $203.86 $313K - $331K
32.1K $6.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 7.55%
$291.67 - $316.99 $29.2K - $31.7K
1.23K $372K
EMLP
First Tr Exchange Traded Iv

ETFs
-530
- 8.07%
$36.99 - $38.38 $19.6K - $20.3K
6.04K $231K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.04K
- 8.31%
$39.8 - $42.86 $41.4K - $44.6K
11.5K $491K
FTA
First Tr Large Cap Value

ETFs
-500
- 7.99%
$78.13 - $83.78 $39.1K - $41.9K
5.76K $479K
XLV
Select Sector Spdr Fund Health

ETFs
-384
- 3.6%
$129.01 - $139.72 $49.5K - $53.7K
10.3K $1.43M
CEG
Constellation Energy Corp

Utilities
-150
- 2.22%
$298.82 - $354.89 $44.8K - $53.2K
6.62K $2.18M
WMT
Walmart Inc.

Consumer Defensive
-320
- 5.44%
$94.4 - $104.27 $30.2K - $33.4K
5.57K $573K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-145
- 0.36%
$19.61 - $19.79 $2.84K - $2.87K
40.3K $794K
FTHI
First Trust Exchange Traded Fd

ETFs
-2.01K
- 3.73%
$22.76 - $23.92 $45.6K - $48K
51.8K $1.23M
RZG
Invesco Fd Tr S&P Smallcap 600
-90
- 1.64%
N/A
5.39K $0
RFG
Invesco Exchange Traded Fd Tr

ETFs
-90
- 1.35%
$48.87 - $51.69 $4.4K - $4.65K
6.57K $334K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-575
- 1.56%
$18.82 - $19.8 $10.8K - $11.4K
36.3K $705K
SCHW
Schwab Charles Corp

Financial Services
-22
- 0.56%
$91.03 - $98.69 $2K - $2.17K
3.89K $371K
MRK
Merck & Co., Inc.

Healthcare
-45
- 1.16%
$77.6 - $87.37 $3.49K - $3.93K
3.84K $322K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-20
- 0.69%
$123.59 - $132.83 $2.47K - $2.66K
2.88K $381K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-125
- 0.71%
$69.62 - $73.99 $8.7K - $9.25K
17.4K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
-10
- 0.37%
$279.83 - $293.74 $2.8K - $2.94K
2.66K $780K
CWCO
Consolidated Water Co. Ltd.

Utilities
-400
- 4.39%
$28.43 - $35.25 $11.4K - $14.1K
8.72K $307K
XLF
Financial Sector Spdr

ETFs
-150
- 0.5%
$51.37 - $54.25 $7.71K - $8.14K
29.8K $1.6M
MO
Altria Group, Inc.

Consumer Defensive
-50
- 0.86%
$57.75 - $67.68 $2.89K - $3.38K
5.77K $380K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-46
- 0.8%
$108.46 - $120.63 $4.99K - $5.55K
5.73K $680K
RZV
Invesco Fd Tr

ETFs
-185
- 3.06%
$103.86 - $120.22 $19.2K - $22.2K
5.87K $691K
MSFT
Microsoft Corp

Technology
-234
- 2.47%
$491.09 - $535.64 $115K - $125K
9.23K $4.78M
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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