Wellment Financial: 13F holdings
CIK 19400002026Q2
| Positions | 37 |
|---|
| Reported value | $87.8m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 37 (-1 vs prior quarter) |
|---|
| Reported value | $87.8m (+8.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ELEVATION SERIES TRUST | 334,374 | $9.2m | 10.5% |
| AIM ETF PRODUCTS TRUST | 263,404 | $9.2m | 10.4% |
| AIM ETF PRODUCTS TRUST | 231,989 | $7.2m | 8.2% |
| AIM ETF PRODUCTS TRUST | 175,439 | $6.0m | 6.9% |
| JANW AIM ETF PRODUCTS TRUST | 152,142 | $5.9m | 6.7% |
| BILZ PIMCO ETF TR | 51,511 | $5.2m | 5.9% |
| FIRST TR EXCHNG TRADED FD VI | 118,782 | $5.1m | 5.8% |
| AIM ETF PRODUCTS TRUST | 142,672 | $5.1m | 5.8% |
| AIM ETF PRODUCTS TRUST | 128,454 | $5.0m | 5.7% |
| AIM ETF PRODUCTS TRUST | 129,916 | $4.6m | 5.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1940000")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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