Ownership history in Accurate Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Accurate Wealth Management, LLC reported a position in AIM ETF PRODUCTS TRUST (APRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,624 | -60 | -0.8% | 0.04% | $319K | $41.63 |
| 2025 Q3 | REDUCED | 7,684 | -1,750 | -18.5% | 0.04% | $312K | $40.71 |
| 2025 Q2 | REDUCED | 9,434 | -150 | -1.6% | 0.06% | $372K | $39.26 |
| 2025 Q1 | REDUCED | 9,584 | -500 | -5.0% | 0.07% | $343K | $37.08 |
| 2024 Q4 | REDUCED | 10,084 | -475 | -4.5% | 0.07% | $387K | $38.56 |
| 2024 Q3 | UNCHANGED | 10,559 | — | 0% | 0.08% | $401K | $37.78 |
| 2024 Q2 | ADDED | 10,559 | +1,676 | +18.9% | 0.09% | $389K | $36.15 |
| 2024 Q1 | ADDED | 8,883 | +1,194 | +15.5% | 0.09% | $299K | $34.85 |
| 2023 Q4 | REDUCED | 7,689 | -850 | -10.0% | 0.08% | $258K | $33.48 |
| 2023 Q3 | REDUCED | 8,539 | -1 | -0.0% | 0.08% | $267K | $30.79 |
As of 2025 Q4 — sorted by position size