Wellment Financial DECT AIM ETF PRODUCTS TRUST

Ownership history in Wellment Financial  ·  6 quarters on record

AI Ownership Summary

Wellment Financial reported AIM ETF PRODUCTS TRUST (DECT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.83% in 2025 Q2. The latest visible filing shows DECT at 4.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DECT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wellment Financial's position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DECT was reported at 4.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.83% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wellment Financial held DECT — position size vs. price
% of Fund (quarterly)    DECT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 105,047 -3,299 -3.0% 4.62% $3.7M 2026-04-28 $37.88
2025 Q4 REDUCED 108,346 -1,808 -1.6% 4.67% $4.0M 2026-01-27 $37.07
2025 Q3 REDUCED 110,154 -2,516 -2.2% 4.62% $3.9M 2025-10-29 $36.15
2025 Q2 ADDED 112,670 +3,590 +3.3% 4.83% $3.8M 2025-07-31 $33.90
2025 Q1 REDUCED 109,080 -1,130 -1.0% 4.46% $3.4M 2025-04-28 $30.76
2024 Q4 INITIATED 110,210 4.41% $3.5M 2025-01-29 $32.52

FAQ About Wellment Financial and DECT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wellment Financial reported owning DECT?

Wellment Financial reported DECT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DECT position in Wellment Financial's portfolio?

The largest reported portfolio weight for DECT was 4.83% in 2025 Q2.

What is the latest reported DECT position on this page?

The most recent filing on this page is 2026 Q1, when Wellment Financial reported 105,047 shares, equal to 4.62% of portfolio, with an estimated market value of $3.7M.

What does the chart on this DECT ownership page compare?

The chart compares Wellment Financial's quarterly DECT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wellment Financial time their DECT position?

Based on 13F filing dates vs. subsequent DECT price moves, Wellment Financial correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on DECT relative to SPY over the holding period was -2.3%.

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