SIXO — AIM ETF PRODUCTS TRUST

Ownership history in SMART Wealth LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in AIM ETF PRODUCTS TRUST (SIXO). 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
2.15% (2025 Q4)
Avg. % of fund
0.8%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 202,887 +170,681 +530.0% 2.15% $7.0M $34.73
2025 Q2 ADDED 32,206 +202 +0.6% 0.33% $1.1M $33.11
2025 Q1 ADDED 32,004 +1,954 +6.5% 0.36% $1.0M $31.58
2024 Q4 INITIATED 30,050 — — 0.35% $974K $32.40
% of Fund (quarterly)    SIXO price (monthly, adj. close)

Other funds also holding SIXO

As of 2025 Q4 — sorted by position size

Mid-American Wealth Advisory Group, Inc. 3Y 8.9% Lloyd Advisory Services, LLC. 3Y 8.12% FSR Wealth Management Ltd. 7.74% Integrated Wealth Management 3.54% FWG Investments, LLC. 2.81% HOWARD BAILEY SECURITIES, LLC 2.43% FSA Advisors, Inc. 1.23% BECK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.95% AE Wealth Management LLC 3Y 7Y 0.78% USA FINANCIAL FORMULAS 3Y 7Y 0.74%
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