Back to AE Wealth Management LLC

TAXX
3 quarters

Position history for AE Wealth Management LLC's holdings in BONDBLOXX ETF TRUST

AE Wealth Management LLC holds 50,001 shares of TAXX (BONDBLOXX ETF TRUST), worth $2.5M as of 2026-Q1. The position was increased (+365.1% shares). TAXX represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$2.5M

Current Shares

50,001

Total Value Change

+$1.9M

Total Shares Change

+38,034

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
50,001
+365.1%
$2.5M0.0%$50.83
42
2025-Q4
Decreased
10,750
-10.2%
$545,2360.0%$50.48
0
2025-Q3
New
11,967
-
$610,0800.0%$50.20
34

Other major holders of TAXX: EP Wealth Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used