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

American Institute For Advanced Investment Management, LLP

  • $144 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-50
- 0.22%
$172.42 - $223.89 $8.62K - $11.2K
22.6K $4.63M
CVX
Chevron Corp

Energy
-1.74K
- 29.36%
$133.73 - $168.51 $233K - $293K
4.19K $599K
VDE
Vanguard Energy ETF

ETFs
-1.94K
- 17.81%
$105.87 - $130.56 $205K - $253K
8.95K $1.07M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-2.92K
- 60.39%
$95.74 - $115.54 $280K - $337K
1.92K $218K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.31K
- 37.81%
$179.95 - $278.88 $416K - $644K
3.8K $1.06M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.44K
- 37.99%
$136.11 - $177.69 $331K - $433K
3.98K $692K
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.13%
$170.16 - $206.27 $1.7K - $2.06K
7.93K $1.47M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-1.53K
- 46.49%
$94.92 - $114.85 $145K - $175K
1.76K $201K
XLF
Financial Sector Spdr

ETFs
-4.64K
- 13.43%
$43.92 - $52.37 $204K - $243K
29.9K $1.57M
PEP
Pepsico Inc

Consumer Defensive
-622
- 27.84%
$128.02 - $151.37 $79.6K - $94.2K
1.61K $212K
XLE
Energy Sector Spdr

ETFs
-570
- 9.69%
$76.44 - $94.13 $43.6K - $53.7K
5.31K $450K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-787
- 12.07%
$91.43 - $91.74 $72K - $72.2K
5.74K $526K
VHT
Vanguard Health Care ETF

ETFs
-200
- 15.8%
$236.71 - $261.92 $47.3K - $52.4K
1.07K $264K
FTA
First Tr Large Cap Value

ETFs
-885
- 12.39%
$67.12 - $78.63 $59.4K - $69.6K
6.26K $492K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.1K
- 19.64%
$49.18 - $50.17 $54.1K - $55.2K
4.5K $225K
FJP
First Trust Japan Alphadex Fun

ETFs
-2K
- 14.71%
$47.79 - $60.17 $95.6K - $120K
11.6K $692K
IEF
Ishares Barclays

ETFs
-550
- 9.39%
$93.15 - $96.56 $51.2K - $53.1K
5.31K $508K
XOM
Exxon Mobil Corp

Energy
-225
- 10.11%
$99.93 - $119.04 $22.5K - $26.8K
2K $215K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-635
- 9.91%
$90.56 - $109.49 $57.5K - $69.5K
5.78K $631K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-250
- 0.67%
$100.04 - $100.54 $25K - $25.1K
36.9K $3.71M
ET
Energy Transfer LP

Energy
-808
- 2.99%
$15.65 - $18.93 $12.6K - $15.3K
26.3K $475K
VIG
Vanguard Dividend Appreciation

ETFs
-148
- 0.85%
N/A
17.3K $3.14M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-535
- 2.96%
$51.68 - $52.76 $27.6K - $28.2K
17.6K $926K
SOXX
Ishares Semiconductor ETF

ETFs
-396
- 25.73%
$154.86 - $239.07 $61.3K - $94.7K
1.14K $272K
FTCS
First Trust Capital Strength E

ETFs
-250
- 3.39%
$81.6 - $92.39 $20.4K - $23.1K
7.13K $647K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-215
- 2.5%
$77.74 - $78.78 $16.7K - $16.9K
8.38K $659K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.11%
$335.24 - $380.78 $1.68K - $1.9K
4.44K $1.63M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-1.07K
- 4.5%
$11.53 - $13.87 $12.3K - $14.8K
22.7K $314K
IRM
Iron Mountain Inc

Real Estate
-1.63K
- 14.95%
$76.93 - $105.25 $125K - $171K
9.25K $948K
CAT
Caterpillar Inc

Industrials
-75
- 7.46%
$273.94 - $388.21 $20.5K - $29.1K
930 $361K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-618
- 1.98%
$23.45 - $26.56 $14.5K - $16.4K
30.6K $811K
FTHI
First Trust Exchange Traded Fd

ETFs
-900
- 1.64%
$19.66 - $22.85 $17.7K - $20.6K
53.8K $1.23M
VOE
Vanguard Mid Cap Value Index F

ETFs
-13
- 0.19%
$141.87 - $164.49 $1.84K - $2.14K
6.77K $1.11M
RZV
Invesco Fd Tr

ETFs
-3
- 0.05%
$83.11 - $104.98 $249 - $315
6.05K $633K
CWCO
Consolidated Water Co. Ltd.

Utilities
-475
- 4.95%
$22.81 - $30.14 $10.8K - $14.3K
9.12K $273K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-725
- 2.3%
$27.3 - $31.8 $19.8K - $23.1K
30.9K $981K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.43%
$456.74 - $568.03 $1.83K - $2.27K
923 $524K
GOOGL
Alphabet Inc.

Communication Services
-193
- 4.8%
$144.7 - $178.6 $27.9K - $34.5K
3.83K $675K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-255
- 1.44%
$58.13 - $69.92 $14.8K - $17.8K
17.5K $1.22M
JHSC
John Hancock ETF Tr Multifacto

ETFs
-85
- 0.19%
$32.47 - $39.09 $2.76K - $3.32K
44.9K $1.75M
ETN
Eaton Corp PLC

Industrials
-10
- 0.91%
$246.52 - $356.99 $2.47K - $3.57K
1.09K $388K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-55
- 1.43%
$468.22 - $566.51 $25.8K - $31.2K
3.78K $2.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 0.38%
$416.06 - $551.64 $2.08K - $2.76K
1.31K $722K
IWM
Ishares Russell 2000 ETF

ETFs
-215
- 1.84%
$174.82 - $215.79 $37.6K - $46.4K
11.5K $2.48M
IYW
Ishares Dj Us Tech ETF

ETFs
-235
- 3.37%
$122.57 - $173.27 $28.8K - $40.7K
6.73K $1.17M
VOT
Vanguard Mid Cap Growth Index

ETFs
-8
- 0.17%
$216.28 - $284.39 $1.73K - $2.28K
4.78K $1.36M
XLK
Technology Sector Spdr

ETFs
-135
- 2.76%
$179.73 - $253.23 $24.3K - $34.2K
4.75K $1.2M
MCHP
Microchip Technology Inc

Technology
-535
- 4.32%
$35.34 - $71.6 $18.9K - $38.3K
11.8K $833K
PAVE
Global X Fds Us Infrastructure

ETFs
-90
- 0.22%
$33.78 - $43.68 $3.04K - $3.93K
41.3K $1.8M
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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