SEC Form 13F

Wellment Financial 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$87,750,045
Positions37

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ELEVATION SERIES TRUSTONEZTRUE SE BUFF ETF$9,225,383334,374
AIM ETF PRODUCTS TRUSTMAYWALLIA US MAY ETF$9,158,564263,404
AIM ETF PRODUCTS TRUSTSIXDALLIANZIM US EQT$7,153,382231,989
AIM ETF PRODUCTS TRUSTJUNWALLIA US JUN ETF$6,033,345175,439
AIM ETF PRODUCTS TRUSTJANWALLIA US JAN ETF$5,884,083152,142
PIMCO ETF TRBILZULTR SH GO AC FD$5,198,96751,511
FIRST TR EXCHNG TRADED FD VIGMAYFT VEST U.S EQT$5,112,377118,782
AIM ETF PRODUCTS TRUSTFEBWALLIA US FEB ETF$5,070,548142,672
AIM ETF PRODUCTS TRUSTMAYTALLIANZIM US EQT$5,009,385128,454
AIM ETF PRODUCTS TRUSTDECWALLIANZIM US EQT$4,631,502129,916

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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