Position history for AE Wealth Management LLC's holdings in CAPITOL SER TR
AE Wealth Management LLC holds 5.5M shares of SCEC (CAPITOL SER TR), worth $137.8M as of 2026-Q1. The position was increased (+4.0% shares). SCEC represents 0.7% of AE Wealth Management LLC's portfolio.
Current Value
$137.8M
Current Shares
5.5M
Total Value Change
+$5.1M
Total Shares Change
+244,296
Other major holders of SCEC: GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC, TRUIST FINANCIAL CORP
Increased |
| 5.5M |
+4.0% |
| $137.8M |
| 0.7% |
| $25.44 |
44 |
| 2025-Q4 | Increased | 5.3M | +2.3% | $133.9M | 0.8% | $25.29 | 44 |
| 2025-Q3 | Decreased | 5.2M | -1.6% | $131.5M | 0.8% | $24.97 | 0 |
| 2025-Q2 | New | 5.2M | - | $132.7M | 1.0% | $24.40 | 59 |