Filed: 4/23/2025ACC: 0001988547-25-000002
📋 What this filing means
AIFG CONSULTANTS LTD. filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $60.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$60.71M
Total AUM (reported)
1.10M
Total Shares
Allocation by class
ETF$55.62M91.6%
STOCK$5.10M8.4%
Portfolio Concentration
Top 3$16.19M26.7%
4–10$17.73M29.2%
11–25$16.70M27.5%
Rest$10.09M16.6%
Top 3 weight
26.7%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 1.10M
Sole
Full voting authority
1.10M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
SPDR GOLD MINISHARES TRUST
SOLEShares143.89K
TypeSH
Market value$8.91M
14.67%
Sole
143.89K
Shared
0.00
None
0.00
PIMCO ENHANCED LOW DURATION ACTIVE ETF
SOLEShares40.93K
TypeSH
Market value$3.93M
6.47%
Sole
40.93K
Shared
0.00
None
0.00
JPMORGAN EQUITY PREMIUM INCOME ETF
SOLEShares58.82K
TypeSH
Market value$3.36M
5.54%
Sole
58.82K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
SOLEShares48.31K
TypeSH
Market value$3.29M
5.41%
Sole
48.31K
Shared
0.00
None
0.00
INVESCO S&P 500 MOMENTUM ETF
SOLEShares33.75K
TypeSH
Market value$3.12M
5.14%
Sole
33.75K
Shared
0.00
None
0.00
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
SOLEShares92.55K
TypeSH
Market value$3.10M
5.11%
Sole
92.55K
Shared
0.00
None
0.00
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
SOLEShares45.29K
TypeSH
Market value$2.23M
3.67%
Sole
45.29K
Shared
0.00
None
0.00
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
SOLEShares42.20K
TypeSH
Market value$2.11M
3.48%
Sole
42.20K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 GROWTH ETF
SOLEShares25.32K
TypeSH
Market value$2.03M
3.35%
Sole
25.32K
Shared
0.00
None
0.00
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY
SOLEShares50.29K
TypeSH
Market value$1.85M
3.05%
Sole
50.29K
Shared
0.00
None
0.00
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
SOLEShares33.42K
TypeSH
Market value$1.77M
2.92%
Sole
33.42K
Shared
0.00
None
0.00
INVESCO RAFI STRATEGIC US ETF
SOLEShares35.78K
TypeSH
Market value$1.77M
2.91%
Sole
35.78K
Shared
0.00
None
0.00
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF
SOLEShares74.50K
TypeSH
Market value$1.73M
2.85%
Sole
74.50K
Shared
0.00
None
0.00
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
SOLEShares46.57K
TypeSH
Market value$1.55M
2.55%
Sole
46.57K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares9.54K
TypeSH
Market value$1.13M
1.87%
Sole
9.54K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares2.18K
TypeSH
Market value$1.12M
1.85%
Sole
2.18K
Shared
0.00
None
0.00
SPDR PORTFOLIO AGGREGATE BOND ETF
SOLEShares39.85K
TypeSH
Market value$1.02M
1.68%
Sole
39.85K
Shared
0.00
None
0.00
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND
SOLEShares8.37K
TypeSH
Market value$1.01M
1.67%
Sole
8.37K
Shared
0.00
None
0.00
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
SOLEShares22.01K
TypeSH
Market value$955.4K
1.57%
Sole
22.01K
Shared
0.00
None
0.00
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
SOLEShares25.06K
TypeSH
Market value$912.4K
1.50%
Sole
25.06K
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT INCOME ETF
SOLEShares16.89K
TypeSH
Market value$855.0K
1.41%
Sole
16.89K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 VALUE ETF
SOLEShares15.72K
TypeSH
Market value$803.1K
1.32%
Sole
15.72K
Shared
0.00
None
0.00
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
SOLEShares16.25K
TypeSH
Market value$734.7K
1.21%
Sole
16.25K
Shared
0.00
None
0.00
FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY
SOLEShares18.48K
TypeSH
Market value$670.1K
1.10%
Sole
18.48K
Shared
0.00
None
0.00
ISHARES NATIONAL MUNI BOND ETF
SOLEShares6.36K
TypeSH
Market value$670.1K
1.10%
Sole
6.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR GOLD MINISHARES TRUSTSOLE | ETF | 143.89K | SH | $8.91M 14.67% | 143.89K | 0.00 | 0.00 |
PIMCO ENHANCED LOW DURATION ACTIVE ETFSOLE | ETF | 40.93K | SH | $3.93M 6.47% | 40.93K | 0.00 | 0.00 |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | ETF | 58.82K | SH | $3.36M 5.54% | 58.82K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFSOLE | ETF | 48.31K | SH | $3.29M 5.41% | 48.31K | 0.00 | 0.00 |
INVESCO S&P 500 MOMENTUM ETFSOLE | ETF | 33.75K | SH | $3.12M 5.14% | 33.75K | 0.00 | 0.00 |
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFSOLE | ETF | 92.55K | SH | $3.10M 5.11% | 92.55K | 0.00 | 0.00 |
FIRST TRUST LOW DURATION OPPORTUNITIES ETFSOLE | ETF | 45.29K | SH | $2.23M 3.67% | 45.29K | 0.00 | 0.00 |
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFSOLE | ETF | 42.20K | SH | $2.11M 3.48% | 42.20K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 25.32K | SH | $2.03M 3.35% | 25.32K | 0.00 | 0.00 |
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARYSOLE | ETF | 50.29K | SH | $1.85M 3.05% | 50.29K | 0.00 | 0.00 |
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETFSOLE | ETF | 33.42K | SH | $1.77M 2.92% | 33.42K | 0.00 | 0.00 |
INVESCO RAFI STRATEGIC US ETFSOLE | ETF | 35.78K | SH | $1.77M 2.91% | 35.78K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFSOLE | ETF | 74.50K | SH | $1.73M 2.85% | 74.50K | 0.00 | 0.00 |
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 46.57K | SH | $1.55M 2.55% | 46.57K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 9.54K | SH | $1.13M 1.87% | 9.54K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 2.18K | SH | $1.12M 1.85% | 2.18K | 0.00 | 0.00 |
SPDR PORTFOLIO AGGREGATE BOND ETFSOLE | ETF | 39.85K | SH | $1.02M 1.68% | 39.85K | 0.00 | 0.00 |
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDSOLE | ETF | 8.37K | SH | $1.01M 1.67% | 8.37K | 0.00 | 0.00 |
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 22.01K | SH | $955.4K 1.57% | 22.01K | 0.00 | 0.00 |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 25.06K | SH | $912.4K 1.50% | 25.06K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ETF | 16.89K | SH | $855.0K 1.41% | 16.89K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 15.72K | SH | $803.1K 1.32% | 15.72K | 0.00 | 0.00 |
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFSOLE | ETF | 16.25K | SH | $734.7K 1.21% | 16.25K | 0.00 | 0.00 |
FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAYSOLE | ETF | 18.48K | SH | $670.1K 1.10% | 18.48K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 6.36K | SH | $670.1K 1.10% | 6.36K | 0.00 | 0.00 |
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