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

Yes. AE Wealth Management holds 73,287 shares of QUAL, worth $16.1M, as of its Q2 2026 13F filing. It reduced the position by 228,684 shares (-75.7%) from Q1 2026. AE Wealth Management has held QUAL in every 13F on record since Q1 2019, 30 quarterly filings. QUAL is 0.1% of AE Wealth Management's reported 13F portfolio.

Current Value

$16.1M

Current Shares

73,287

Total Value Change

-$67.3M

Total Shares Change

-391,872

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
73,287
-75.7%
$16.1M0.1%$218.96
0
2026-Q1
Decreased
301,971
-6.9%
$57.9M0.3%$191.06
0
2025-Q4
Decreased
324,486
-32.0%
$64.4M0.4%$197.42
0
2025-Q3
Increased
477,193
+0.7%
$92.8M0.6%$192.73
42
2025-Q2
Decreased
473,831
-5.1%
$86.6M0.6%$180.71
0
2025-Q1
Increased
499,394
+2.5%
$85.3M0.7%$168.55
43
2024-Q4
Increased
487,282
+4.8%
$86.8M0.7%$175.25
44
2024-Q3
Increased
465,159
+2.5%
$83.4M0.8%$175.92
43

Other major holders of QUAL: ENVESTNET ASSET MANAGEMENT INC

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