AE Wealth Management LLC boosted its stake in FT Cboe Vest U.S. Equity Buffer ETF July () by 15.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.

Source: https://www.americanbankingnews.com/2023/06/27/ae-wealth-management-llc-buys-70309-shares-of-ft-cboe-vest-u-s-equity-buffer-etf-july-batsfjul-2.html

AE Wealth Management LLC boosted its stake in shares of ANSYS by 6.1% during the 1st quarter.

Source: https://www.americanbankingnews.com/2023/08/06/royal-bank-of-canada-reiterates-sector-perform-rating-for-ansys-nasdaqanss.html

AE Wealth Management LLC cut its holdings in shares of InvenTrust Properties Corp. () by 0.3% in the 1st quarter, reports.

Source: https://www.etfdailynews.com/2023/07/01/ae-wealth-management-llc-sells-492-shares-of-inventrust-properties-corp-nyseivt/

AE Wealth Management LLC decreased its holdings in Vanguard Industrials ETF () by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.

Source: https://www.etfdailynews.com/2023/04/22/ae-wealth-management-llc-lowers-holdings-in-vanguard-industrials-etf-nysearcavis/

AE Wealth Management LLC Grows Position in The Interpublic Group of Companies, Inc.

Source: https://www.americanbankingnews.com/2023/04/15/ae-wealth-management-llc-buys-32032-shares-of-general-mills-inc-nysegis.html

AE Wealth Management LLC lessened its holdings in Pinterest, Inc. () by 14.5% during the 2nd quarter, reports.

Source: https://www.americanbankingnews.com/2023/10/03/ae-wealth-management-llc-trims-stock-position-in-pinterest-inc-nysepins.html

AE Wealth Management LLC lessened its holdings in shares of D.R. Horton, Inc. () by 8.7% during the 4th quarter, according to its most recent disclosure with the SEC.

Source: https://www.etfdailynews.com/2023/04/21/ae-wealth-management-llc-sells-1908-shares-of-d-r-horton-inc-nysedhi/

AE Wealth Management LLC lifted its holdings in shares of Global X SuperIncome Preferred ETF by 7.5% during the 2nd quarter.

Source: https://www.americanbankingnews.com/2023/11/28/cetera-investment-advisers-buys-3179-shares-of-global-x-superincome-preferred-etf-nysearcaspff.html

AE Wealth Management LLC lifted its position in shares of Chevron Co. () by 1.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/01/06/ae-wealth-management-llc-has-55-60-million-stake-in-chevron-co-nysecvx/

AE Wealth Management LLC lifted its stake in shares of Goldman Sachs Physical Gold ETF by 11.1% in the 3rd quarter.

Source: https://www.etfdailynews.com/2023/12/26/capital-asset-advisory-services-llc-has-2-01-million-stock-holdings-in-goldman-sachs-physical-gold-etf-nysearcaaaau/

AE Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 40.6% during the 3rd quarter.

Source: https://www.etfdailynews.com/2023/01/09/first-merchants-corp-raises-holdings-in-jpmorgan-chase-co-nysejpm/

AE Wealth Management LLC lowered its stake in PulteGroup, Inc. () by 8.3% during the third quarter, according to the company in its most recent filing with the SEC.

Source: https://www.etfdailynews.com/2023/01/19/ae-wealth-management-llc-has-229000-stock-position-in-pultegroup-inc-nysephm/

AE Wealth Management LLC lowered its stake in shares of Avnet, Inc. () by 11.4% during the third quarter, reports.

Source: https://www.americanbankingnews.com/2023/12/25/ae-wealth-management-llc-lowers-stock-holdings-in-avnet-inc-nasdaqavt.html

AE Wealth Management LLC Lowers Stock Holdings in Avnet, Inc.

Source: https://www.americanbankingnews.com/2023/12/25/ae-wealth-management-llc-lowers-stock-holdings-in-avnet-inc-nasdaqavt.html

AE Wealth Management LLC now owns 18,745 shares of the financial services provider’s stock worth $324,000 after acquiring an additional 2,496 shares in the last quarter.

Source: https://www.etfdailynews.com/2023/02/16/advisors-asset-management-inc-acquires-2539-shares-of-tekla-healthcare-investors-nysehqh/

AE Wealth Management LLC now owns 25,811 shares of the real estate investment trust’s stock worth $473,000 after acquiring an additional 1,723 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/04/27/cwm-llc-increases-stock-holdings-in-starwood-property-trust-inc-nysestwd/

AE Wealth Management LLC now owns 288,084 shares of the company’s stock worth $9,400,000 after purchasing an additional 262,615 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/01/02/conagra-brands-inc-nysecag-shares-purchased-by-dock-street-asset-management-inc.html

AE Wealth Management LLC now owns 39,319 shares of the company’s stock worth $497,000 after purchasing an additional 2,093 shares in the last quarter.

Source: https://www.dailypolitical.com/2023/02/21/amplify-high-income-etf-nysearcayyy-stock-price-down-2-2.html

AE Wealth Management LLC now owns 5,561 shares of the industrial products company’s stock valued at $460,000 after acquiring an additional 186 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/10/28/crown-holdings-inc-nysecck-shares-sold-by-vaughan-nelson-investment-management-l-p/

AE Wealth Management LLC owned 0.07% of iShares S&P Mid-Cap 400 Value ETF worth $4,974,000 at the end of the most recent reporting period.

Source: https://www.americanbankingnews.com/2023/09/21/ae-wealth-management-llc-has-4-97-million-stock-holdings-in-ishares-sp-mid-cap-400-value-etf-nysearcaijj.html