American Institute for Advanced Investment Managem Buys First Trust NASDAQ Clean Edge Green Energy Idx Fd, Invesco Global Water ETF, Chevron Corp, Sells Invesco BulletShares 2021 Corporate Bond ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF, ALPS

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Feb 10, 2022
Investment company American Institute for Advanced Investment Managem (Current Portfolio) buys First Trust NASDAQ Clean Edge Green Energy Idx Fd, Invesco Global Water ETF, Chevron Corp, The Energy Select Sector SPDR Fund, Vanguard FTSE Europe ETF, sells Invesco BulletShares 2021 Corporate Bond ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF, ALPS Clean Energy ETF, Invesco BulletShares 2022 High Yield Corporate Bon, ARK Fintech Innovation ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, American Institute for Advanced Investment Managem. As of 2021Q4, American Institute for Advanced Investment Managem owns 126 stocks with a total value of $148 million. These are the details of the buys and sells.

For the details of American Institute for Advanced Investment Management, LLP's stock buys and sells, go to https://www.gurufocus.com/guru/american+institute+for+advanced+investment+management%2C+llp/current-portfolio/portfolio

These are the top 5 holdings of American Institute for Advanced Investment Management, LLP
  1. iShares Russell 1000 Growth ETF (IWF) - 31,436 shares, 6.47% of the total portfolio. Shares reduced by 5.32%
  2. S&P 500 ETF TRUST ETF (SPY) - 13,678 shares, 4.38% of the total portfolio. Shares reduced by 0.73%
  3. Apple Inc (AAPL) - 32,435 shares, 3.88% of the total portfolio. Shares reduced by 1.73%
  4. iShares Russell 1000 Value ETF (IWD) - 32,121 shares, 3.63% of the total portfolio. Shares reduced by 2.06%
  5. iShares Russell 2000 ETF (IWM) - 22,688 shares, 3.40% of the total portfolio. Shares added by 3.75%
New Purchase: First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN)

American Institute for Advanced Investment Managem initiated holding in First Trust NASDAQ Clean Edge Green Energy Idx Fd. The purchase prices were between $60.81 and $81.69, with an estimated average price of $72.22. The stock is now traded at around $58.430000. The impact to a portfolio due to this purchase was 0.68%. The holding were 14,905 shares as of 2021-12-31.

New Purchase: Invesco Global Water ETF (PIO)

American Institute for Advanced Investment Managem initiated holding in Invesco Global Water ETF. The purchase prices were between $39.16 and $43.52, with an estimated average price of $41.62. The stock is now traded at around $37.640000. The impact to a portfolio due to this purchase was 0.55%. The holding were 18,880 shares as of 2021-12-31.

New Purchase: The Energy Select Sector SPDR Fund (XLE)

American Institute for Advanced Investment Managem initiated holding in The Energy Select Sector SPDR Fund. The purchase prices were between $53.01 and $58.38, with an estimated average price of $55.93. The stock is now traded at around $68.420000. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,986 shares as of 2021-12-31.

New Purchase: Vanguard Energy ETF (VDE)

American Institute for Advanced Investment Managem initiated holding in Vanguard Energy ETF. The purchase prices were between $74.1 and $82.7, with an estimated average price of $78.79. The stock is now traded at around $94.500000. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,316 shares as of 2021-12-31.

New Purchase: Vanguard FTSE Europe ETF (VGK)

American Institute for Advanced Investment Managem initiated holding in Vanguard FTSE Europe ETF. The purchase prices were between $64.49 and $69.3, with an estimated average price of $67.12. The stock is now traded at around $66.420000. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,585 shares as of 2021-12-31.

New Purchase: Broadcom Inc (AVGO)

American Institute for Advanced Investment Managem initiated holding in Broadcom Inc. The purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now traded at around $591.310000. The impact to a portfolio due to this purchase was 0.15%. The holding were 340 shares as of 2021-12-31.

Added: Chevron Corp (CVX)

American Institute for Advanced Investment Managem added to a holding in Chevron Corp by 107.87%. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $136.040000. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,444 shares as of 2021-12-31.

Added: Invesco BulletShares 2024 Corporate Bond ETF (BSCO)

American Institute for Advanced Investment Managem added to a holding in Invesco BulletShares 2024 Corporate Bond ETF by 20.66%. The purchase prices were between $21.71 and $21.97, with an estimated average price of $21.81. The stock is now traded at around $21.350000. The impact to a portfolio due to this purchase was 0.09%. The holding were 34,025 shares as of 2021-12-31.

Added: SPDR S&P Bank ETF (KBE)

American Institute for Advanced Investment Managem added to a holding in SPDR S&P Bank ETF by 31.05%. The purchase prices were between $51.57 and $57.5, with an estimated average price of $55.11. The stock is now traded at around $57.650000. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,212 shares as of 2021-12-31.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

American Institute for Advanced Investment Managem added to a holding in Vanguard Short-Term Corporate Bond ETF by 28.26%. The purchase prices were between $80.85 and $81.79, with an estimated average price of $81.25. The stock is now traded at around $79.380000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,949 shares as of 2021-12-31.

Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

American Institute for Advanced Investment Managem sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.

Sold Out: ALPS Clean Energy ETF (ACES)

American Institute for Advanced Investment Managem sold out a holding in ALPS Clean Energy ETF. The sale prices were between $61.3 and $81.68, with an estimated average price of $71.66.

Sold Out: Invesco BulletShares 2022 High Yield Corporate Bon (BSJM)

American Institute for Advanced Investment Managem sold out a holding in Invesco BulletShares 2022 High Yield Corporate Bon. The sale prices were between $22.94 and $23.22, with an estimated average price of $23.06.

Sold Out: ARK Fintech Innovation ETF (ARKF)

American Institute for Advanced Investment Managem sold out a holding in ARK Fintech Innovation ETF. The sale prices were between $39.23 and $54.4, with an estimated average price of $48.17.

Sold Out: AT&T Inc (T)

American Institute for Advanced Investment Managem sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.

Sold Out: Xylem Inc (XYL)

American Institute for Advanced Investment Managem sold out a holding in Xylem Inc. The sale prices were between $114.05 and $133.51, with an estimated average price of $124.07.

Reduced: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

American Institute for Advanced Investment Managem reduced to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 59.18%. The sale prices were between $105.48 and $109.79, with an estimated average price of $108.05. The stock is now traded at around $102.960000. The impact to a portfolio due to this sale was -0.88%. American Institute for Advanced Investment Managem still held 7,757 shares as of 2021-12-31.

Reduced: ARK Innovation ETF (ARKK)

American Institute for Advanced Investment Managem reduced to a holding in ARK Innovation ETF by 36.98%. The sale prices were between $91.12 and $124.1, with an estimated average price of $108.29. The stock is now traded at around $73.800000. The impact to a portfolio due to this sale was -0.2%. American Institute for Advanced Investment Managem still held 4,379 shares as of 2021-12-31.

Reduced: ARK Genomic Revolution ETF (ARKG)

American Institute for Advanced Investment Managem reduced to a holding in ARK Genomic Revolution ETF by 40.75%. The sale prices were between $58.02 and $78.15, with an estimated average price of $68.63. The stock is now traded at around $49.760000. The impact to a portfolio due to this sale was -0.2%. American Institute for Advanced Investment Managem still held 5,532 shares as of 2021-12-31.

Reduced: ETCT EMQQ The Emerging Markets Internet and Ecomme (EMQQ)

American Institute for Advanced Investment Managem reduced to a holding in ETCT EMQQ The Emerging Markets Internet and Ecomme by 21.14%. The sale prices were between $40.93 and $54.57, with an estimated average price of $48.42. The stock is now traded at around $41.290000. The impact to a portfolio due to this sale was -0.1%. American Institute for Advanced Investment Managem still held 10,769 shares as of 2021-12-31.

Reduced: Consolidated Water Co Ltd (CWCO)

American Institute for Advanced Investment Managem reduced to a holding in Consolidated Water Co Ltd by 45.57%. The sale prices were between $10.5 and $11.87, with an estimated average price of $11.16. The stock is now traded at around $9.820000. The impact to a portfolio due to this sale was -0.1%. American Institute for Advanced Investment Managem still held 14,510 shares as of 2021-12-31.

Reduced: iShares MSCI Emerging Markets ETF (EEM)

American Institute for Advanced Investment Managem reduced to a holding in iShares MSCI Emerging Markets ETF by 31.75%. The sale prices were between $47.41 and $51.73, with an estimated average price of $49.73. The stock is now traded at around $49.480000. The impact to a portfolio due to this sale was -0.07%. American Institute for Advanced Investment Managem still held 4,300 shares as of 2021-12-31.



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