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Listed Fd Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (NOVZ) 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
2024-09-30 $5.1M 124k 40.81
2024-06-30 $4.5M 115k 38.97
2024-03-31 $4.3M 113k 37.66
2023-12-31 $9.7M 274k 35.46
2023-09-30 $8.3M 254k 32.70

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
Valtinson Bruner Financial Planning
Lloyd Advisory Services
Howard Bailey Securities
Elevated Capital Advisors
Great Lakes Retirement
Advisor Group Holdings
Authentikos Wealth Advisory
Insight 2811
Atria Wealth Solutions
Spire Wealth Management
DHJJ Financial Advisors
Pineridge Advisors
Coppell Advisory Solutions
Northwestern Mutual Wealth Management Company

View all funds holding Listed Fd Tr