DECW — AIM ETF PRODUCTS TRUST

Ownership history in Elevation Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Elevation Wealth Management LLC reported a position in AIM ETF PRODUCTS TRUST (DECW). 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.

Peak position
0.4% (2025 Q4)
Avg. % of fund
0.4%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 12,326 — — 0.40% $418K $33.94
% of Fund (quarterly)    DECW price (monthly, adj. close)

Other funds also holding DECW

As of 2025 Q4 — sorted by position size

FSR Wealth Management Ltd. 5.14% AMERICAN ASSET MANAGEMENT INC. 3Y 7Y 4.81% Authentikos Wealth Advisory, LLC 4.72% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 2.76% Outlook Wealth Advisors, LLC 3Y 7Y 1.56% Integrated Wealth Management 1.47% FSA Advisors, Inc. 0.73% Blackston Financial Advisory Group, LLC 3Y 0.41% Lloyd Advisory Services, LLC. 3Y 0.37% Westshore Wealth, LLC 3Y 0.28%
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