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Aim Etf Products shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Aim Etf Products (JULW) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Aim Etf Products

Tip: Access up to 7 years of quarterly data

All positions including Aim Etf Products held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aim Etf Products by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $472k 16k 29.38
2023-06-30 $36k 1.2k 29.80

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Aim Etf Products

Commonwealth Equity Services
AE Wealth Management
Advisor Group Holdings
Cetera Investment Advisers
Lloyd Advisory Services
Centaurus Financial
Envestnet Asset Management
LPL Financial
American Asset Management
Long Island Wealth Management
Kestra Advisory Services
B.O.S.S. Retirement Advisors
Cambridge Investment Research Advisors
Howard Bailey Securities
BIP Wealth

View all funds holding Aim Etf Products