Ownership history in COMMONWEALTH EQUITY SERVICES, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in AIM ETF PRODUCTS TRUST (SIXF). 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.
π COMMONWEALTH EQUITY SERVICES, LLC underperformed the S&P 500 by β4.8% annually on this SIXF position. Timing score: 60% (3/5 decisions correct). Average cost basis: $28.13. Maximum drawdown during holding period: β1.1%.
β οΈ Trailed SPY by 4.8% ann. on this position.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $27.57 (2024 Q3) Β· Worst: $31.10 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 4 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β 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.
As of 2025 Q4 β sorted by position size