AE Wealth Management’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

AE Wealth Management’s Portfolio ACTV Stock Details ACTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold	0	–	–	–	2277
2025 Q2	–	Sell	-465	Closed	-$14K	–	2152
2025 Q1	$14.1K	Sell	465 -721	-61%	-$23.1K	﹤0.01%	1804
2024 Q4	$38.6K	Buy	+1,186	New	+$39.6K	﹤0.01%	1599
2024 Q1	–	Sell	-9,427	Closed	-$310K	–	1152
2023 Q4	$310K	Buy	+9,427	New	+$283K	﹤0.01%	1681

Other funds holding ACTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's ACTV Position: Q3 2025 in Review

AE Wealth Management held its LeaderShares Activist Leaders ETF (ACTV) position steady in Q3 2025 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

AE Wealth Management first reported a position in ACTV in Q4 2023 and has held it in 3 quarters since. The position peaked at $310K in Q4 2023. 11 funds tracked by Wall St. Rank hold ACTV as of Q3 2025.

AE Wealth Management held 0 shares of LeaderShares Activist Leaders ETF worth $4 as of Q3 2025.
AE Wealth Management left its LeaderShares Activist Leaders ETF share count unchanged in Q3 2025.
LeaderShares Activist Leaders ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2025, its #2277 holding.
AE Wealth Management first reported a position in LeaderShares Activist Leaders ETF in Q4 2023 and has held it in 3 quarters since.
AE Wealth Management's LeaderShares Activist Leaders ETF position peaked at $310K in Q4 2023.
11 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.