SIXD β€” AIM ETF PRODUCTS TRUST

Ownership history in AE Wealth Management LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in AIM ETF PRODUCTS TRUST (SIXD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.85% (2024 Q2)
πŸ“Š Avg. % of fund
0.46%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
7

Position Intelligence

AE Wealth Management LLC Γ— SIXD AI Analytics

πŸ“‰ AE Wealth Management LLC underperformed the S&P 500 by –8.1% annually on this SIXD position. Timing score: 40% (2/5 decisions correct). Average cost basis: $26.28. Maximum drawdown during holding period: –1.2%.

πŸ“ˆ Position Alpha vs SPY
-8.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.1% ann.
5 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$26.28
+9.9% vs current ($28.89)

Best entry: $26.28 (2024 Q3)  Β·  Worst: $26.28 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–1.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
29%
buy-side decisions

2 adds Β· 5 trims. Bought during 0 of 1 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SIXD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,224 -3,541 -30.1% 0.00% $238K $28.89
2025 Q3 REDUCED 11,765 -2,280,141 -99.5% 0.00% $333K $28.34
2025 Q2 REDUCED 2,291,906 -30,888 -1.3% 0.46% $62.9M $27.44
2025 Q1 REDUCED 2,322,794 -17,541 -0.7% 0.51% $60.9M $26.23
2024 Q4 REDUCED 2,340,335 -1,199,175 -33.9% 0.53% $62.1M $26.56
2024 Q3 ADDED 3,539,510 +202,099 +6.1% 0.84% $93.0M $26.28
2024 Q2 INITIATED 3,337,411 β€” β€” 0.85% $85.0M β€”

🏒 Other funds also holding SIXD

As of 2025 Q4 β€” sorted by position size

Elevated Capital Advisors, LLC 3Y 1.0% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.25% WORLD EQUITY GROUP, INC. 0.08% Financial Network Wealth Advisors LLC 0.03% Lloyd Advisory Services, LLC. 3Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% Kingdom Financial Group LLC. 0.01% OSAIC HOLDINGS, INC. 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%
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