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Strategy shares owned by AE Wealth Management

Quarter-by-quarter ownership of Strategy (SSFI) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $72k 3.4k 21.29
2024-12-31 $268k 13k 20.83

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 Strategy

Ashton Thomas Private Wealth
Donald L. Hagan
Resources Investment Advisors
Gts Securities
Raymond James Financial
Jane Street
Citadel Advisors
Jpmorgan Chase & Co
UBS Group
Northwestern Mutual Wealth Management Company
Financial Gravity Companies
Financial Gravity Wealth
Morgan Stanley

View all funds holding Strategy