Client First Investment Management’s Themes Gold Miners ETF AUMI Stock Holding History

Client First Investment Management’s Portfolio AUMI Stock Details AUMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,437	Closed	-$224K	–	17
2025 Q4	$224K	Buy	+2,437	New	+$206K	0.12%	24

Other funds holding AUMI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return