AE Wealth Management »

Listed Fd Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (JANZ) 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

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

Quarterly reported holdings in Listed Fd Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 300k 34.68
2024-06-30 $3.1M 94k 33.21
2024-03-31 $2.7M 84k 32.16
2023-12-31 $2.8M 93k 30.45

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AE Wealth Management

Top funds holding Listed Fd Tr

AE Wealth Management
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Elevated Capital Advisors
Howard Bailey Securities
Great Lakes Retirement
Outlook Wealth Advisors
Weaver Consulting Group
SMART Wealth
Authentikos Wealth Advisory
Capital Investment Advisory Services
Mid-American Wealth Advisory Group
Castleview Partners
Harbour Investments
Aptus Capital Advisors

View all funds holding Listed Fd Tr