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AUGZAUGZ
4 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ELEVATION SERIES TRUST

AE Wealth Management LLC holds 1,397 shares of AUGZ (ELEVATION SERIES TRUST), worth $63,389 as of 2026-Q2. The position was decreased (-99.7% shares). AUGZ represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$63,389

Current Shares

1,397

Total Value Change

+$42,148

Total Shares Change

+903

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1,397
-99.7%
$63,3890.0%$45.37
0
2026-Q1
Increased
479,003
+1100x
$19.5M0.1%$42.00
55
2025-Q4
Decreased
435
-11.9%
$18,3870.0%$42.52
0
2025-Q3
New
494
-
$21,2410.0%$41.36
26

Other major holders of AUGZ: COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC.

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