0001214659-20-003613.txt : 20200422 0001214659-20-003613.hdr.sgml : 20200422 20200422141122 ACCESSION NUMBER: 0001214659-20-003613 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200422 DATE AS OF CHANGE: 20200422 EFFECTIVENESS DATE: 20200422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: American Institute for Advanced Investment Management, LLP CENTRAL INDEX KEY: 0001805824 IRS NUMBER: 352455342 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20209 FILM NUMBER: 20807564 BUSINESS ADDRESS: STREET 1: 7337 E DOUBLETREE RANCH RD. STE 195 CITY: SCOTTSDALE STATE: AZ ZIP: 85258 BUSINESS PHONE: 4803461556 MAIL ADDRESS: STREET 1: 7337 E DOUBLETREE RANCH RD. STE 195 CITY: SCOTTSDALE STATE: AZ ZIP: 85258 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001805824 XXXXXXXX 03-31-2020 03-31-2020 false American Institute for Advanced Investment Management, LLP

7337 E DOUBLETREE RANCH RD. STE 195 SCOTTSDALE AZ 85258

13F HOLDINGS REPORT 028-20209 N Philip L Nagel 4803461556 /s/ Philip L Nagel Scottsdale AZ 04-20-2020 0 89 92171 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 288 3647 SH SOLE 3647 0 0 ABBVIE INC COM 00287Y109 256 3359 SH SOLE 3359 0 0 ALPHABET INC CAP STK CL A 02079K305 331 285 SH SOLE 285 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 80 23150 SH SOLE 23150 0 0 AMAZON COM INC COM 023135106 1328 681 SH SOLE 681 0 0 APPLE INC COM 037833100 2144 8433 SH SOLE 8433 0 0 BECTON DICKINSON & CO COM 075887109 221 962 SH SOLE 962 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 272 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 327 1786 SH SOLE 1786 0 0 BOEING CO COM 097023105 204 1369 SH SOLE 1369 0 0 CHEVRON CORP NEW COM 166764100 282 3886 SH SOLE 3886 0 0 COSTCO WHSL CORP NEW COM 22160K105 210 736 SH SOLE 736 0 0 DIGITAL RLTY TR INC COM 253868103 229 1650 SH SOLE 1650 0 0 EATON VANCE TX MNG BY WRT OP COM 27828Y108 845 70057 SH SOLE 70057 0 0 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 345 10951 SH SOLE 10951 0 0 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 550 16387 SH SOLE 16387 0 0 FIRST TR MORNINGSTAR DIVID L SHS 336917109 939 42064 SH SOLE 42064 0 0 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 506 23925 SH SOLE 23925 0 0 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 720 40455 SH SOLE 40455 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1479 90178 SH SOLE 90178 0 0 HOME DEPOT INC COM 437076102 812 4349 SH SOLE 4349 0 0 ILLINOIS TOOL WKS INC COM 452308109 1623 11420 SH SOLE 11420 0 0 INTEL CORP COM 458140100 678 12526 SH SOLE 12526 0 0 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 980 19659 SH SOLE 19659 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 2900 138026 SH SOLE 138026 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 HY 46138J601 3099 134718 SH SOLE 134718 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 2661 126905 SH SOLE 126905 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 1717 77540 SH SOLE 77540 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 237 11500 SH SOLE 11500 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 324 14415 SH SOLE 14415 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 983 47425 SH SOLE 47425 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 851 39279 SH SOLE 39279 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1814 85645 SH SOLE 85645 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 338 6985 SH SOLE 6985 0 0 INVESCO EXCHANGE-TRADED FD T NATL AMT MUNI 46138E537 362 14045 SH SOLE 14045 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 352 1851 SH SOLE 1851 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1702 20256 SH SOLE 20256 0 0 INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT 46137V399 378 22575 SH SOLE 22575 0 0 ISHARES TR 20 YR TR BD ETF 464287432 3170 19213 SH SOLE 19213 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 2833 23323 SH SOLE 23323 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 764 14138 SH SOLE 14138 0 0 ISHARES TR GNMA BOND ETF 46429B333 6335 122785 SH SOLE 122785 0 0 ISHARES TR JPMORGAN USD EMG 464288281 763 7888 SH SOLE 7888 0 0 ISHARES TR MSCI EAFE ETF 464287465 219 4095 SH SOLE 4095 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 2333 23523 SH SOLE 23523 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 5119 33980 SH SOLE 33980 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1298 11337 SH SOLE 11337 0 0 ISHARES TR SH TR CRPORT ETF 464288646 2577 49214 SH SOLE 49214 0 0 ISHARES TR U.S. TECH ETF 464287721 552 2699 SH SOLE 2699 0 0 JOHN HANCOCK ETF TRUST MULTIFACTR SML 47804J842 314 16494 SH SOLE 16494 0 0 JOHNSON & JOHNSON COM 478160104 908 6927 SH SOLE 6927 0 0 MCDONALDS CORP COM 580135101 239 1445 SH SOLE 1445 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 452 26134 SH SOLE 26134 0 0 MERCK & CO. 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