Advertisement
Screener

AIFG Consultants Ltd. Last Quarter Change: USA ETF, Reduced

AIFG Consultants Ltd. quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, AIFG Consultants Ltd. opened 5 positions, added to 10, reduced 17, sold out of 3 and left 1 unchanged. The largest increase in value was FLSP (+$2,022,959); the largest decrease was JEPI (-$2,182,691).

  • JEPI: Country of operation —; Class ETF; Shares 2025-09-30 43,578; Shares 2025-12-31 5,339.
  • LMBS: Country of operation —; Class ETF; Shares 2025-09-30 39,614; Shares 2025-12-31 28,429.
  • SPMO: Country of operation —; Class ETF; Shares 2025-09-30 29,961; Shares 2025-12-31 27,328.
  • QQEW: Country of operation —; Class ETF; Shares 2025-09-30 5,088; Shares 2025-12-31 3,731.

Two Form 13F-HR filings compared (SEC CIK 1988547): 2025-09-30 (filed 2025-10-14) and 2025-12-31 (filed 2026-02-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2025-09-30Shares 2025-12-31Share changeValue 2025-09-30Value 2025-12-31Value change
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
ETF43,5785,339-38,239$2,488,295$305,604-$2,182,691
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
ETF39,61428,429-11,185$1,972,373$1,421,150-$551,223
SPMO
INVESCO S&P 500 MOMENTUM ETF
ETF29,96127,328-2,633$3,627,096$3,260,820-$366,276
QQEW
FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF
ETF5,0883,731-1,357$718,015$530,287-$187,728
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
ETF9,2885,213-4,075$403,179$231,152-$172,027
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ETF8,1666,322-1,844$658,572$521,586-$136,986
FJUL
FT VEST U.S. EQUITY BUFFER ETF - JULY
ETF7,7246,054-1,670$422,735$338,514-$84,221
VOO
VANGUARD S&P 500 ETF
ETF2,0791,923-156$1,273,404$1,205,689-$67,715
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ETF15,69913,603-2,096$671,765$604,130-$67,635
GMAY
FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY
ETF14,12612,703-1,423$571,679$524,545-$47,134
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ETF6,2325,288-944$288,678$247,779-$40,899
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ETF3,6873,371-316$385,328$359,686-$25,642
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
ETF43,03042,954-76$4,137,119$4,121,222-$15,897
MUB
ISHARES NATIONAL MUNI BOND ETF
ETF3,8873,722-165$413,927$398,663-$15,264
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
ETF14,59814,414-184$807,707$818,859+$11,152
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF3,5873,567-20$214,935$222,826+$7,891
BIBL
INSPIRE 100 ETF
ETF6,6956,430-265$297,459$290,186-$7,273

Similar Firms

Firm NameCountry13F ValueHoldings
CIBRA Capital LtdUnited Kingdom$0.058B18
SYCAMORE PARTNERS MANAGEMENT, L.P.United States$0.058B2
CoinFund Management LLCUnited States$0.058B16
Glaxis Capital Management, LLCUnited States$0.058B43
Data Collective IV GP, LLCUnited States$0.059B3
DekaBank Deutsche GirozentraleGermany$0.058B1,980
CAZ INVESTMENTS LPUnited States$0.058B33
New Jersey Better Educational Savings TrustUnited States$0.059B9
Matrix Capital Management Company, LPUnited States$0.058B2
VanderPol Investments L.L.C.United States$0.058B65