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

Wealth Plan Partners, LLC

$552 Million
Q2 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$31.55 - $32.84 $2.83 Million - $2.94 Million	89,573 New	89,573 $2.9 Billion
Q3 2023 Nov 01, 2023	BUY	$27.13 - $28.23 $770,057 - $801,280	28,384 Added 191.28%	43,223 $1.18 Billion
Q2 2023 Jul 31, 2023	SELL	$26.15 - $27.63 $787,115 - $831,663	-30,100 Reduced 66.98%	14,839 $410 Million
Q1 2023 May 10, 2023	SELL	$24.5 - $26.26 $1.98 Million - $2.12 Million	-80,882 Reduced 64.28%	44,939 $1.18 Billion
Q4 2022 Feb 16, 2023	SELL	$23.23 - $25.04 $369,426 - $398,211	-15,903 Reduced 11.22%	125,821 $3.23 Billion
Q1 2022 May 03, 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

62

Shares Held

5.39M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

1.54M
Shares

$51.9 Million
0.44% of portfolio
Commonwealth Equity Services, LLC

483K
Shares

$16.2 Million
0.02% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

451K
Shares

$15.2 Million
14.41% of portfolio
B.O.S.S. Retirement Advisors, LLC Lehi, UT

309K
Shares

$10.4 Million
2.57% of portfolio
Rfg Advisory, LLC Birmingham, AL

303K
Shares

$10.2 Million
0.39% of portfolio

About AIM ETF TR ALLIANZIM US LG CAP

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