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IBDIBD
21 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in NORTHERN LTS FD TR IV

AE Wealth Management LLC holds 47,881 shares of IBD (NORTHERN LTS FD TR IV), worth $1.1M as of 2026-Q2. The position was increased (+6.4% shares). IBD represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$1.1M

Current Shares

47,881

Total Value Change

+$915,142

Total Shares Change

+39,200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
47,881
+6.4%
$1.1M0.0%$23.69
27
2026-Q1
Increased
45,006
+49.8%
$1.1M0.0%$23.53
35
2025-Q4
New
30,042
-
$727,0160.0%$23.64
34
2024-Q1
Exited
0
-100.0%
$00.0%$21.28
0
2023-Q4
New
9,354
-
$219,4510.0%$21.19
32
2023-Q1
Exited
0
-100.0%
$00.0%$20.44
0
2022-Q4
Decreased
11,224
-22.4%
$258,6010.0%$19.99
0
2022-Q3
Decreased
14,460
-0.8%
$327,0000.0%$19.48
0
2022-Q2
Increased
14,576
+4.6%
$341,0000.0%$20.07
25
2022-Q1
Decreased
13,937
-50.9%
$340,0000.0%$20.84
0
2021-Q4
Increased
28,388
+33.9%
$731,0000.0%$21.95
32
2021-Q3
Decreased
21,205
-30.3%
$554,0000.0%$22.18
0
2021-Q2
Increased
30,410
+72.0%
$799,0000.0%$22.24
37
2021-Q1
Decreased
17,680
-1.3%
$457,0000.0%$21.83
0
2020-Q4
Increased
17,915
+34.4%
$476,0000.0%$22.37
31
2020-Q3
Increased
13,332
+12.2%
$351,0000.0%$22.06
27
2020-Q2
New
11,886
-
$313,0000.0%$21.99
32
2020-Q1
Exited
0
-100.0%
$00.0%$20.26
0
2019-Q4
Increased
10,864
+15.0%
$279,0000.0%$21.28
27
2019-Q3
Increased
9,446
+8.8%
$243,0000.0%$21.07
25
2019-Q2
New
8,681
-
$223,0000.0%$20.91
32

Other major holders of IBD: LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC

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