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Merited Wealth’s Aimco AIV Stock Holding History

Merited Wealth’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$220K Buy
+111,283
New +$285K 0.15% 68

Other funds holding AIV

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Merited Wealth's AIV Position: Q3 2026 in Review

Merited Wealth opened a new position in Aimco (AIV) in Q3 2026: 111,283 shares worth $220K. The stake represents 0.15% of the portfolio and ranks #68 among its holdings.

6 funds tracked by Wall St. Rank hold AIV as of Q3 2026.

  • Merited Wealth held 111,283 shares of Aimco worth $220K as of Q3 2026.
  • Aimco was a new Merited Wealth position in Q3 2026.
  • Aimco made up 0.15% of Merited Wealth's portfolio in Q3 2026, its #68 holding.
  • 6 funds tracked by Wall St. Rank held Aimco as of Q3 2026.

Based on Merited Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.