SIXZ — AIM ETF PRODUCTS TRUST

Ownership history in SMART Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in AIM ETF PRODUCTS TRUST (SIXZ). 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 44,213 — — 0.40% $1.3M $29.61
% of Fund (quarterly)    SIXZ price (monthly, adj. close)

Other funds also holding SIXZ

As of 2025 Q4 — sorted by position size

FSR Wealth Management Ltd. 1.42% FWG Investments, LLC. 0.7% FSA Advisors, Inc. 0.21% Lloyd Advisory Services, LLC. 3Y 0.13% AE Wealth Management LLC 3Y 7Y 0.09% WORLD EQUITY GROUP, INC. 0.08% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.06% Secure Asset Management, LLC 3Y 0.05% Csenge Advisory Group 3Y 7Y 0.01% Kingdom Financial Group LLC. 0.01%
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