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Expion360 shares owned by AE Wealth Management

Quarter-by-quarter ownership of Expion360 (XPON) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Expion360

Tip: Access up to 7 years of quarterly data

All positions including Expion360 held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Expion360 by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $53k 12k 4.31
2023-09-30 $88k 22k 4.11

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AE Wealth Management

Top funds holding Expion360

Cahill Wealth Management
Vanguard Group
Geode Capital Management
Commonwealth Equity Services
Perritt Capital Management
Citadel Advisors
BlackRock
Tower Research Capital
Morgan Stanley
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding Expion360