SIXF β€” AIM ETF PRODUCTS TRUST

Ownership history in LPL Financial LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which LPL Financial 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.

Position Intelligence

LPL Financial LLC Γ— SIXF AI Analytics

πŸ“‰ LPL Financial LLC underperformed the S&P 500 by –6.3% annually on this SIXF position. Average cost basis: $30.97. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-6.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.3% ann.
2 quarters analyzed

πŸ’° Entry Quality
$30.97
+3.0% vs current ($31.91)

Best entry: $29.61 (2025 Q2)  Β·  Worst: $31.91 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

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

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
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)    SIXF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 110,921 +4,898 +4.6% 0.00% $3.5M $31.91
2025 Q3 ADDED 106,023 +93,467 +744.4% 0.00% $3.3M $31.10
2025 Q2 INITIATED 12,556 β€” β€” 0.00% $372K $29.61

🏒 Other funds also holding SIXF

As of 2025 Q4 β€” sorted by position size

Comprehensive Financial Consultants Institutional, Inc. 3Y 0.19% WORLD EQUITY GROUP, INC. 0.08% RFG Advisory, LLC 3Y 7Y 0.05% Kestra Advisory Services, LLC 3Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% AE Wealth Management LLC 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0%
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