AE Wealth Management »

Capitol Ser Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Capitol Ser Tr (SCEC) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Capitol Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser 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 Capitol Ser Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $132M 5.2M 25.48
2025-06-30 $133M 5.2M 25.26

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 Capitol Ser Tr

AE Wealth Management
Kingdom Financial Group
CWA Asset Management
Howard Bailey Securities
LifeWealth Investments
Goldman Sachs Group
Global Wealth Management Investment Advisory
Family Wealth Group
B.O.S.S. Retirement Advisors
Quest 10 Wealth Builders
Lloyd Advisory Services
FSA Advisors
FLP Wealth Management
Decker Retirement Planning
Citadel Advisors

View all funds holding Capitol Ser Tr