Wealth Plan Investment Management, LLC Aim ETF Tr Allianzim Us Lg Cap Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$31.55 - $32.84 $4.91 Million - $5.11 Million	155,635 New	155,635 $5.04 Million
Q4 2023 Jan 05, 2024	SELL	$26.72 - $28.89 $1.02 Million - $1.1 Million	-38,063 Reduced 44.7%	47,081 $1.36 Million
Q3 2023 Nov 15, 2023	BUY	$27.13 - $28.23 $1.14 Million - $1.18 Million	41,921 Added 96.99%	85,144 $2.32 Million
Q3 2023 Nov 09, 2023	SELL	$27.13 - $28.23 $820,682 - $853,957	-30,250 Reduced 41.17%	43,223 $1.18 Million
Q2 2023 Aug 14, 2023	BUY	$26.15 - $27.63 $1.92 Million - $2.03 Million	73,469 Added 1836725.0%	73,473 $2.03 Million
Q2 2023 Jul 25, 2023	SELL	$26.15 - $27.63 $2.35 Million - $2.48 Million	-89,829 Reduced 100.0%	4 $0
Q1 2023 May 08, 2023	SELL	$24.5 - $26.26 $881,706 - $945,044	-35,988 Reduced 28.6%	89,833 $2.36 Million
Q4 2022 Feb 15, 2023	BUY	$23.23 - $25.04 $27,062 - $29,171	1,165 Added 0.93%	125,821 $3.09 Million
Q3 2022 Dec 12, 2022	SELL	$23.32 - $25.98 $398,025 - $443,426	-17,068 Reduced 12.04%	124,656 $3.08 Million
Q1 2022 Sep 07, 2022	BUY	$24.98 - $26.41 $3.54 Million - $3.74 Million	141,724 New	141,724 $3.53 Million

Others Institutions Holding SIXO

# of Institutions

64

Shares Held

5.37M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

1.6M
Shares

$51.6 Million
0.48% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

470K
Shares

$15.2 Million
13.54% of portfolio
Commonwealth Equity Services, LLC

470K
Shares

$15.2 Million
0.02% of portfolio
B.O.S.S. Retirement Advisors, LLC Lehi, UT

306K
Shares

$9.89 Million
2.8% of portfolio
Envestnet Asset Management Inc

244K
Shares

$7.88 Million
0.0% of portfolio

About AIM ETF TR ALLIANZIM US LG CAP

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