How many shares of SECT does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 6,270 shares of SECT (NORTHERN LTS FD TR IV).

What is AE Wealth Management LLC's SECT position worth?

As of 2026-Q2, AE Wealth Management LLC's SECT position is worth $451,816.

Is AE Wealth Management LLC buying or selling SECT?

In 2026-Q2, AE Wealth Management LLC decreased their SECT position (-17.1% change in shares).

When did AE Wealth Management LLC first buy SECT?

Based on available 13F filings, AE Wealth Management LLC first reported a position in SECT in 2019-Q2. They have held the position across 27 quarters.

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AE Wealth Management LLC

SECT
27 quarters

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

Current Value

$451,816

Current Shares

6,270

Total Value Change

-$5.3M

Total Shares Change

-192,998

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	6,270	-17.1%	$451,816	0.0%	$72.06	0
2026-Q1	Increased	7,559	+0.8%	$456,488	0.0%	$63.51	24
2025-Q4	Decreased	7,502	-32.7%	$484,104	0.0%	$65.04	0
2025-Q3	Increased	11,141	+100.7%	$702,105	0.0%	$62.69	40
2025-Q2	Decreased	5,552	-17.3%	$322,404	0.0%	$57.50	0
2025-Q1	Decreased	6,710	-59.3%	$342,625	0.0%	$50.84	0
2024-Q4	New	16,482	-	$905,864	0.0%	$55.04	34
2024-Q1	Exited	0	-100.0%	$0	0.0%	$50.04	0
2023-Q4	Increased	32,601	+21.1%	$1.6M	0.0%	$46.19	31
2023-Q3	Increased	26,921	+14.1%	$1.1M	0.0%	$41.64	29
2023-Q2	Decreased	23,604	-1.9%	$1M	0.0%	$42.12	0
2023-Q1	Decreased	24,065	-2.8%	$977,023	0.0%	$39.54	0
2022-Q4	Decreased	24,761	-1.4%	$960,477	0.0%	$38.14	0
2022-Q3	Decreased	25,100	-1.2%	$892,000	0.0%	$35.23	0
2022-Q2	Decreased	25,405	-15.3%	$924,000	0.0%	$35.87	0
2022-Q1	Increased	29,984	+10.4%	$1.3M	0.0%	$42.05	28
2021-Q4	Decreased	27,152	-0.7%	$1.2M	0.0%	$43.80	0
2021-Q3	Increased	27,329	+3.0%	$1.1M	0.0%	$40.16	26
2021-Q2	Decreased	26,522	-5.1%	$1.1M	0.0%	$39.98	0
2021-Q1	Decreased	27,947	-39.8%	$1.1M	0.0%	$36.86	0
2020-Q4	Decreased	46,425	-10.9%	$1.6M	0.0%	$33.82	0
2020-Q3	Decreased	52,115	-27.0%	$1.6M	0.0%	$29.73	0
2020-Q2	Decreased	71,422	-22.4%	$2M	0.0%	$26.83	0
2020-Q1	Decreased	92,048	-30.5%	$2.2M	0.1%	$22.84	0
2019-Q4	Decreased	132,521	-7.8%	$4.1M	0.1%	$29.33	0
2019-Q3	Decreased	143,800	-27.8%	$4.2M	0.1%	$27.39	0
2019-Q2	New	199,268	-	$5.7M	0.2%	$27.29	45

Other major holders of SECT: Orion Porfolio Solutions, LLC

SECT27 quarters

SECT
27 quarters