AE Wealth Management »

Yorkville America Investment Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Yorkville America Investment Trust shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Yorkville America Investment Trust

Tip: Access up to 7 years of quarterly data

All positions including Yorkville America Investment Trust held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Yorkville America Investment Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2M 52k 42.36

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Micron Technology (MU)
American Centy Etf Tr Avantis Core Fi (AVIG)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Str P500val (SPYV)
Meta Platforms Cl A (META)

View all positions for AE Wealth Management

Top funds holding Yorkville America Investment Trust

Curran Financial Partners
Gts Securities
AE Wealth Management
LPL Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Equitable Trust
Susquehanna International
Creative Planning
Goldman Sachs Group
Jpmorgan Chase & Co
Advisor Group Holdings
Vision Financial Markets

View all funds holding Yorkville America Investment Trust