Fund HoldingsAmerican Institute for Advanced Investment Management, LLP

Total Portfolio Value
$173.06M
Total Bought
$31.18M
Total Sold
$25.04M
Net Transaction
+$6.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
023,025+23,02502,1101.22%+2,110
VANECK ETF TRUST
URANI NUCLE ETF
017,428+17,42802,0211.17%+2,021
SELECT SECTOR SPDR TR
ST STR TECHN ETF
09,050+9,05001,7241.00%+1,724
ISHARES TR0100,432+100,432012,4717.21%+12,471
SELECT SECTOR SPDR TR
ST STR FINL ETF
028,558+28,55801,5310.88%+1,531
SELECT SECTOR SPDR TR
ST STR CARE ETF
09,267+9,26701,4700.85%+1,470
SPDR INDEX SHS FDS
ST STR PO EX ETF
025,877+25,87701,3040.75%+1,304
VANECK ETF TRUST
SEMICONDUCTR ETF
3,9724,067+951,5232,6671.54%+1,145
SPDR SERIES TRUST
ST STR SP DIV
06,850+6,85001,0420.60%+1,042
ISHARES U S ETF TR
SHOR DURA BD ETF
020,140+20,14001,0200.59%+1,020
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
031,159+31,15909260.54%+926
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
023,394+23,39409230.53%+923
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
024,485+24,48508940.52%+894
ISHARES TR31,53731,216-3216,7397,5684.37%+829
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
5,90022,895+16,9952589960.58%+738
STATE STR SPDR S&P 500 ETF T(SPY)09,263+9,26306,9174.00%+6,917
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,592+3,59206650.38%+665
FIRST TR EXCHANGE-TRADED FD
MATERIALS ALPH
08,350+8,35006630.38%+663
MICRON TECHNOLOGY INC(MU)0568+56806560.38%+656
APPLE INC(AAPL)019,550+19,55005,6573.27%+5,657
FIRST TR EXCHANGE-TRADED FD030,750+30,75006480.37%+648
GLOBAL X FDS
ARTIFICIAL ETF
031,042+31,04202,0371.18%+2,037
GLOBAL X FDS
DATA CTR DIG ETF
019,100+19,10005800.34%+580
ISHARES TR10,97710,912-652,7223,2791.89%+556
VANGUARD WORLD FD
INF TECH ETF
017,408+17,40802,0811.20%+2,081
ISHARES TR1,1681,413+2453849050.52%+522
ISHARES TR06,929+6,92901,7481.01%+1,748
ADVANCED MICRO DEVICES INC(AMD)9901,180+1902016850.40%+484
VANGUARD INDEX FDS035,664+35,66403,0721.78%+3,072
VANGUARD INDEX FDS08,144+8,14403,0141.74%+3,014
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
17,37917,675+2962,1212,5291.46%+408
KLA CORP(KLAC)1702,090+1,9202506310.36%+380
ETF SER SOLUTIONS
DEFIANCE SPACE A
03,875+3,87503680.21%+368
VANGUARD INSTL INDEX FD04,695+4,69503550.21%+355
APPLIED MATLS INC1,1081,008-1003797290.42%+350
GLOBAL X FDS
US INFR DEV ETF
40,47440,759+2852,0562,4011.39%+345
MICROCHIP TECHNOLOGY INC.(MCHP)11,70611,70607561,0680.62%+311
CATERPILLAR INC(CAT)86986906169250.53%+310
STATE STR SPDR S&P MIDCAP 40(MDY)3,7183,696-222,2932,6001.50%+306
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
011,113+11,11309990.58%+999
VANGUARD INDEX FDS12,94513,003+582,5402,8341.64%+294
TEXAS INSTRS INC(TXN)0985+98502940.17%+294
AMAZON COM INC(AMZN)010,154+10,15402,4201.40%+2,420
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML
46,90446,686-2182,0122,2671.31%+255
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,147+3,14702490.14%+249
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,619+4,61902450.14%+245
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
14,57915,034+4552,4162,6561.53%+240
VANGUARD INDEX FDS04,706+4,70601,4410.83%+1,441
ALPHABET INC(GOOG)03,587+3,58701,2450.72%+1,245
INVESCO QQQ TR01,341+1,34109880.57%+988
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
02,676+2,67602170.13%+217
FIRST TR EXCHANGE-TRADED FD05,625+5,62502080.12%+208
INTEL CORP(INTC)01,452+1,45202030.12%+203
ABBVIE INC(ABBV)07,204+7,20401,8131.05%+1,813
FIRST TR EXCHANGE-TRADED FD45,08845,891+8037568980.52%+142
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
43,67650,746+7,0708921,0330.60%+141
ISHARES TR5,8045,797-77228600.50%+138
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
5,8705,820-507308680.50%+137
BLACKROCK UTILS INFRASTRUCTU37,06538,140+1,0759781,1060.64%+129
BROADCOM INC(AVGO)02,467+2,46709320.54%+932
VANGUARD SPECIALIZED FUNDS011,666+11,66602,7601.60%+2,760
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
36,39042,650+6,2606797920.46%+113
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
05,551+5,55101,1810.68%+1,181
RIO TINTO PLC(RIO)5,7656,740+9755386400.37%+102
ISHARES TR3,3304,530+1,2002753720.21%+97
NVIDIA CORPORATION(NVDA)010,654+10,65402,1321.23%+2,132
VANGUARD INDEX FDS6,8076,795-121,2541,3430.78%+88
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
5,4515,416-353103940.23%+83
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
50,49354,538+4,0459911,0700.62%+79
VANGUARD INTL EQUITY INDEX F012,484+12,48401,1050.64%+1,105
ISHARES TR5,3515,457+1064645400.31%+76
VANGUARD INTL EQUITY INDEX F8,8789,308+4304805560.32%+76
IRON MTN INC DEL(IRM)02,815+2,81503560.21%+356
VANGUARD INDEX FDS07,840+7,84006320.36%+632
ALPHABET INC(GOOG)01,176+1,17604160.24%+416
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
6,8726,87203774430.26%+67
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,1061,086-202633290.19%+66
EXCHANGE TRADED CONCEPTS TRU3,0723,217+1452102760.16%+65
ELI LILLY & CO(LLY)0350+35004200.24%+420
EATON CORP PLC(ETN)917907-103283860.22%+58
TESLA INC(TSLA)01,122+1,12204720.27%+472
JPMORGAN CHASE & CO(JPM)01,675+1,67505480.32%+548
HOME DEPOT INC(HD)010,001+10,00101,3290.77%+1,329
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
052,115+52,11501,2880.74%+1,288
TRANE TECHNOLOGIES PLC(TT)66566502773270.19%+49
ILLINOIS TOOL WKS INC(ITW)04,840+4,84001,3090.76%+1,309
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,9651,96502352840.16%+49
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
22,83025,630+2,8003824270.25%+45
ISHARES TR19,50720,362+8551,0251,0670.62%+42
CSX CORP(CSX)6,3206,32002593000.17%+41
VANGUARD INDEX FDS1,1291,040-896757140.41%+40
INTERNATIONAL BUSINESS MACHS(IBM)01,557+1,55704380.25%+438
TRI CONTL CORP(TY)10,17010,326+1563213550.21%+34
ALTRIA GROUP INC(MO)5,7045,70403764100.24%+34
SCHWAB STRATEGIC TR06,950+6,95002350.14%+235
PIMCO ETF TR
ENHAN SHRT MA AC
36,72836,958+2303,6943,7262.15%+32
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,7551,75502252570.15%+32
MERCK & CO INC(MRK)3,7953,79504574880.28%+31
BERKSHIRE HATHAWAY INC DEL01+107490.43%+749
EATON VANCE TAX-MANAGED BUY-(ETV)28,77028,77004224530.26%+30
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