Lloyd Advisory Services, Llc. Aim ETF Tr Allianzim Us Lg Cap Transaction History

Lloyd Advisory Services, Llc.

$85.5 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	SELL	$29.36 - $33.11 $553,817 - $624,553	-18,863 Reduced 4.01%	451,217 $14.9 Million
Q1 2025 Apr 14, 2025	SELL	$31.51 - $33.34 $379,065 - $401,080	-12,030 Reduced 2.5%	470,080 $14.8 Million
Q4 2024 Feb 03, 2025	BUY	$31.55 - $32.84 $11.4 Million - $11.8 Million	359,842 Added 294.31%	482,110 $15.6 Million
Q3 2024 Oct 10, 2024	SELL	$29.64 - $31.77 $22,822 - $24,462	-770 Reduced 0.63%	122,268 $3.88 Million
Q2 2024 Aug 05, 2024	BUY	$28.76 - $30.52 $3.54 Million - $3.76 Million	123,038 New	123,038 $3.75 Million

Q2 2022 Aug 15, 2022	SELL	$23.39 - $26.32 $11,671 - $13,133	-499 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$24.98 - $26.41 $5.75 Million - $6.08 Million	-230,294 Reduced 99.78%	499 $13,000
Q4 2021 Jan 26, 2022	BUY	$24.94 - $26.06 $5.76 Million - $6.01 Million	230,793 New	230,793 $6.02 Million

Others Institutions Holding SIXO

# of Institutions

47

Shares Held

2.83M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

3.93M
Shares

$134 Million
0.9% of portfolio
Mid American Wealth Advisory Group, Inc. Kansas City, MO

607K
Shares

$20.7 Million
8.9% of portfolio
Rfg Advisory, LLC Birmingham, AL

324K
Shares

$11 Million
0.41% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

282K
Shares

$9.61 Million
0.01% of portfolio
Smart Wealth LLC Omaha, NE

203K
Shares

$6.92 Million
2.15% of portfolio

About AIM ETF TR ALLIANZIM US LG CAP

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