Does AE Wealth Management own AGG stock?

Yes. As of its Q2 2026 13F, AE Wealth Management holds 56,799 shares of AGG, worth $5.6M.

How many shares of AGG does AE Wealth Management own?

As of its Q2 2026 13F, AE Wealth Management holds 56,799 shares of AGG.

As of its Q2 2026 13F, AE Wealth Management's AGG position is worth $5.6M.

In Q2 2026, AE Wealth Management reduced its AGG position by 2,698 shares (-4.5%).

AE Wealth Management already held AGG in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Position history for AE Wealth Management LLC's holdings in ISHARES TR

Current Value

$5.6M

Current Shares

56,799

Total Value Change

-$3.4M

Total Shares Change

-26,246

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	56,799	-4.5%	$5.6M	0.0%	$98.31	0
2026-Q1	Decreased	59,497	-20.8%	$5.9M	0.0%	$97.61	0
2025-Q4	Increased	75,123	+9.6%	$7.5M	0.0%	$97.58	30
2025-Q3	Decreased	68,575	-12.2%	$6.9M	0.0%	$96.67	0
2025-Q2	Decreased	78,116	-12.5%	$7.7M	0.1%	$94.72	0
2025-Q1	Decreased	89,302	-4.0%	$8.8M	0.1%	$93.53	0
2024-Q4	Decreased	93,011	-38.8%	$9M	0.1%	$91.03	0
2024-Q3	Increased	152,004	+0.0%	$15.4M	0.1%	$93.95	33
2024-Q2	Increased	151,969	+48.7%	$14.8M	0.1%	$89.22	46
2024-Q1	Decreased	102,208	-85.7%	$10M	0.1%	$89.20	0
2023-Q4	Increased	714,056	+24.4%	$70M	0.4%	$89.86	43
2023-Q3	Increased	573,940	+10.5%	$54M	0.3%	$84.17	39
2023-Q2	Increased	519,468	+21.2%	$50.9M	0.3%	$86.97	42
2023-Q1	Increased	428,536	+66.7%	$42.7M	0.3%	$87.80	51
2022-Q4	Decreased	257,008	-12.2%	$24.9M	0.2%	$85.05	0
2022-Q3	Decreased	292,758	-34.5%	$28.2M	0.2%	$83.72	0
2022-Q2	Decreased	447,053	-38.7%	$45.5M	0.4%	$87.85	0
2022-Q1	Decreased	729,779	-9.8%	$78.2M	0.5%	$92.06	0
2021-Q4	Increased	808,951	+3.1%	$92.3M	0.6%	$97.78	43
2021-Q3	Decreased	784,566	-17.9%	$90.1M	0.7%	$97.88	0
2021-Q2	Increased	955,260	+10.5%	$110.2M	1.0%	$97.89	47
2021-Q1	Decreased	864,820	-23.8%	$98.4M	1.0%	$96.18	0
2020-Q4	Increased	1.1M	+42.2%	$134.1M	1.5%	$99.54	64
2020-Q3	Increased	798,071	+214.8%	$94.2M	1.3%	$98.82	76
2020-Q2	Increased	253,509	+61.6%	$30M	0.5%	$98.42	50
2020-Q1	Decreased	156,859	-62.6%	$18.1M	0.4%	$95.49	0
2019-Q4	Increased	419,308	+55.4%	$47.1M	1.0%	$92.61	65
2019-Q3	Decreased	269,753	-7.0%	$30.5M	0.9%	$92.50	0
2019-Q2	Increased	290,035	+249.3%	$32.3M	1.0%	$89.75	66
2019-Q1	First report	83,045	-	$9.1M	0.6%	$87.29	0