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Strategy shares owned by AE Wealth Management

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 6.9k 29.45
2025-03-31 $9.6k 345 27.79
2024-12-31 $8.3k 345 24.00

More positions owned by AE Wealth Management

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

View all positions for AE Wealth Management

Top funds holding Strategy

LPL Financial
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Urban Wealth Management
Private Advisor
Gts Securities
Advisor Group Holdings
Kestra Private Wealth Services
Worth Asset Management
Moors & Cabot
Goss Wealth Management
Envestnet Asset Management
Atlas Wealth Partners

View all funds holding Strategy