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Profesionally Managed Portfo shares owned by AE Wealth Management

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAML) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 284 38.17

More positions owned by AE Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Advisor Group Holdings
Congress Asset Management
Skopos Labs
Goldman Sachs Group
Advyzon Investment Management
Susquehanna International
Jpmorgan Chase & Co
UBS Group
AE Wealth Management

View all funds holding Profesionally Managed Portfo