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Series Portfolios Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Series Portfolios Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5k 154 28.98

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
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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 Series Portfolios Tr

HighTower Advisors
UBS Group
Journey Strategic Wealth
Royal Bank of Canada
Rockefeller Capital Management
Enzi Wealth
Garden State Investment Advisory Services
Envestnet Asset Management
Mount Yale Investment Advisors
Vestmark Advisory Solutions
Platform Technology Partners
Bramshill Investments
Harwood Advisory
Stifel Financial
Gladstone Institutional Advisory

View all funds holding Series Portfolios Tr