American Institute for Advanced Investment Management, LLP
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 173,061
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 159 | 173,061 | 13F-HR | American Institute for Advanced Investment Management, LLP |
| Q1 2026 | 4/24/2026 | 153 | 154,325 | 13F-HR | American Institute for Advanced Investment Management, LLP |
| Q4 2025 | 2/4/2026 | 150 | 155,553 | 13F-HR | American Institute for Advanced Investment Management, LLP |
| Q3 2025 | 11/3/2025 | 147 | 152,699 | 13F-HR | American Institute for Advanced Investment Management, LLP |
| Q2 2025 | 8/5/2025 | 146 | 141,362 | 13F-HR | American Institute for Advanced Investment Management, LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.36 K | 32.6% | 4.886 K | 0 | 4.886 K |
| ETFs | 115.7 K | 66.9% | 13.91 K | 0 | 13.91 K |
| Debt | 998 | 0.6% | 0 | 50 | -50 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
173,061
Holdings
159
QoQ value change ($000)
18,736
(12.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.