American Institute For Advanced Investment Management, LLP Closed Holding Positions

American Institute For Advanced Investment Management, LLP

  • $141 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2022 Filed on Jul 21, 2022
8,801
$22.94 - $24.59 $202K - $216K
ITB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 21, 2022
5,335
$49.13 - $62.4 $262K - $333K
SUM
Summit Materials, Inc.

Basic Materials
Q2 2022 Filed on Jul 21, 2022
9,075
$22.61 - $30.81 $205K - $280K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Jul 21, 2022
5,768
$29.26 - $50.96 $169K - $294K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2022 Filed on Jul 21, 2022
9,118
$26.34 - $35.77 $240K - $326K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Jul 21, 2022
3,104
$36.58 - $70.5 $114K - $219K
Nuveen Cr Opportunities 2022
Q2 2022 Filed on Jul 21, 2022
79,100
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on Jul 21, 2022
3,040
$56.85 - $68.24 $173K - $207K
MMM
3 M CO

Industrials
Q1 2022 Filed on Apr 20, 2022
1,301
$140.96 - $181.02 $183K - $236K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
2,881
$56.78 - $71.43 $164K - $206K
Csg Sys Intl Inc
Q1 2022 Filed on Apr 20, 2022
30,000
N/A
EMB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
7,757
$93.87 - $107.98 $728K - $838K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
3,949
$77.77 - $81.19 $307K - $321K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on Apr 20, 2022
4,300
$41.54 - $50.85 $179K - $219K
ALB
Albemarle Corp

Basic Materials
Q1 2022 Filed on Apr 20, 2022
945
$172.09 - $246.0 $163K - $232K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2022 Filed on Apr 20, 2022
3,585
$55.42 - $68.99 $199K - $247K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on Apr 20, 2022
5,532
$38.15 - $63.26 $211K - $350K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on Apr 20, 2022
3,472
$39.56 - $47.63 $137K - $165K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2022 Filed on Apr 20, 2022
4,200
$44.13 - $51.72 $185K - $217K
XYL
Xylem Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
1,715
$114.05 - $133.51 $196K - $229K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Feb 10, 2022
7,550
$39.23 - $54.4 $296K - $411K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
8,098
$16.74 - $20.66 $136K - $167K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 10, 2022
89,620
N/A
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
13,927
$61.41 - $81.83 $855K - $1.14M
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q4 2021 Filed on Feb 10, 2022
33,266
N/A
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q3 2021 Filed on Oct 19, 2021
9,700
$21.87 - $29.51 $212K - $286K
Invesco Exch Trd Slf Idx Fd
Q3 2021 Filed on Oct 19, 2021
19,275
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2021 Filed on Oct 19, 2021
1,692
$125.08 - $136.86 $212K - $232K
Orbcomm Inc
Q2 2021 Filed on Jul 20, 2021
14,299
N/A
Verint Sys Inc
Q2 2021 Filed on Jul 20, 2021
30,000
N/A
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on May 18, 2021
1,420
$127.21 - $148.97 $181K - $212K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2021 Filed on May 18, 2021
10,308
$65.18 - $69.88 $672K - $720K
AZN
Astrazeneca PLC

Healthcare
Q1 2021 Filed on May 18, 2021
4,815
$47.16 - $54.44 $227K - $262K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 28, 2021
98,798
N/A
BDX
Becton Dickinson & CO

Healthcare
Q4 2020 Filed on Jan 28, 2021
962
$221.92 - $245.94 $213K - $237K
EMLP
First Tr Exchange Traded Iv

ETFs
Q4 2020 Filed on Jan 28, 2021
19,636
$19.03 - $21.92 $374K - $430K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 28, 2021
120,426
N/A
Nuveen High Income 2020 Targ
Q4 2020 Filed on Jan 28, 2021
66,806
N/A
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 07, 2020
11,525
$18.21 - $19.31 $210K - $223K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q2 2020 Filed on Jul 20, 2020
23,925
$19.36 - $30.03 $463K - $718K
BA
Boeing CO

Industrials
Q2 2020 Filed on Jul 20, 2020
1,369
$120.0 - $230.5 $164K - $316K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
4,095
$50.9 - $64.65 $208K - $265K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
8,205
$65.24 - $89.61 $535K - $735K
FDL
First Tr Morningstar Dividend

ETFs
Q2 2020 Filed on Jul 20, 2020
42,064
$21.3 - $29.06 $896K - $1.22M
Alps ETF Tr
Q2 2020 Filed on Jul 20, 2020
23,150
N/A
ITA
Ishares Tr

ETFs
Q1 2020 Filed on Apr 22, 2020
1,220
$58.76 - $119.9 $71.7K - $146K
Nuveen High Income November
Q1 2020 Filed on Apr 22, 2020
17,250
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2020 Filed on Apr 22, 2020
7,560
$21.62 - $27.12 $163K - $205K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2020 Filed on Apr 22, 2020
2,666
$84.57 - $110.24 $225K - $294K
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