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Listed Fd Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd 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 Listed Fd Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 317 44.70
2025-06-30 $9.1k 215 42.17
2022-03-31 $1.3M 39k 33.32

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
Oxford Financial
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
One Charles Private Wealth Services
UBS Group
Rockefeller Capital Management
Bank of New York Mellon
Janney Montgomery Scott
Commonwealth Equity Services
Captrust Financial Advisors
Lowe fs
Raymond James Financial
Hilltop National Bank

View all funds holding Listed Fd Tr