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ADFIADFI
9 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in TWO RDS SHARED TR

Yes. AE Wealth Management holds 33,025 shares of ADFI, worth $280,379, as of its Q2 2026 13F filing. It increased the position from 277 shares in Q1 2026. AE Wealth Management has held ADFI since Q4 2024, across 7 quarterly 13F filings.

Current Value

$280,379

Current Shares

33,025

Total Value Change

+$197,700

Total Shares Change

+22,979

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
33,025
+118x
$280,3790.0%$8.49
38
2026-Q1
Unchanged
277
0.0%
$2,3520.0%$8.60
0
2025-Q4
Decreased
277
-36.0%
$2,3750.0%$8.57
0
2025-Q3
Decreased
433
-75.3%
$3,7240.0%$8.49
0
2025-Q2
Decreased
1,750
-27.8%
$14,9230.0%$8.34
0
2025-Q1
Increased
2,424
+198.5%
$20,6160.0%$8.27
30
2024-Q4
New
812
-
$6,8150.0%$8.13
22
2023-Q4
Exited
0
-100.0%
$00.0%$8.08
0
2023-Q3
New
10,046
-
$82,6790.0%$7.63
30

Other major holders of ADFI: CITADEL ADVISORS LLC, JANE STREET GROUP, LLC

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