DECT — AIM ETF PRODUCTS TRUST

Ownership history in WealthPLAN Partners, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in AIM ETF PRODUCTS TRUST (DECT). 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
0.53% (2025 Q1)
Avg. % of fund
0.26%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 27,367 -52,398 -65.7% 0.15% $1.0M $36.66
2025 Q3 ADDED 79,765 +73,255 +1125.3% 0.42% $2.8M $35.46
2025 Q2 REDUCED 6,510 -113,652 -94.6% 0.03% $217K $33.39
2025 Q1 ADDED 120,162 +67,867 +129.8% 0.53% $3.7M $31.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DECT price (monthly, adj. close)

Other funds also holding DECT

As of 2025 Q4 — sorted by position size

FSR Wealth Management Ltd. 4.67% FWG Investments, LLC. 2.32% SMART Wealth LLC 1.31% FSA Advisors, Inc. 0.75% Nvest Financial, LLC 3Y 0.47% Lloyd Advisory Services, LLC. 3Y 0.43% AE Wealth Management LLC 3Y 7Y 0.32% WealthPlan Investment Management, LLC 3Y 0.1% Strategic Blueprint, LLC 3Y 7Y 0.1% Csenge Advisory Group 3Y 7Y 0.04%
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