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SGRTSGRT
4 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in TIDAL TRUST I

AE Wealth Management LLC holds 21,738 shares of SGRT (TIDAL TRUST I), worth $815,158 as of 2026-Q2. The position was increased (+50.7% shares). SGRT represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$815,158

Current Shares

21,738

Total Value Change

+$524,183

Total Shares Change

+9,383

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,738
+50.7%
$815,1580.0%$37.50
34
2026-Q1
Decreased
14,422
-5.3%
$384,7670.0%$28.13
0
2025-Q4
Increased
15,232
+23.3%
$380,9410.0%$25.30
29
2025-Q3
New
12,355
-
$290,9750.0%$23.42
32

Other major holders of SGRT: MORGAN STANLEY, BROWN ADVISORY INC, CITADEL ADVISORS LLC

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