AE Wealth Management’s AOT Growth and Innovation ETF AOTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-200	Closed	-$7.84K	–	2165
2025 Q1	$7.84K	Hold	200	–	–	﹤0.01%	1885
2024 Q4	$8.93K	Buy	+200	New	+$8.94K	﹤0.01%	1857

Other funds holding AOTG

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's AOTG Position: Q2 2025 in Review

AE Wealth Management sold out of AOT Growth and Innovation ETF (AOTG) in Q2 2025, closing a stake of 200 shares — an estimated $7.84K sold.

AE Wealth Management first reported a position in AOTG in Q4 2024 and held it in 2 quarters. The position peaked at $8.93K in Q4 2024. 2 funds tracked by Wall St. Rank hold AOTG as of Q2 2025.

AE Wealth Management reported no remaining AOT Growth and Innovation ETF position as of Q2 2025 after selling out during the quarter.
AE Wealth Management sold 200 AOT Growth and Innovation ETF shares in Q2 2025, an estimated $7.84K.
AE Wealth Management first reported a position in AOT Growth and Innovation ETF in Q4 2024 and held it in 2 quarters.
AE Wealth Management's AOT Growth and Innovation ETF position peaked at $8.93K in Q4 2024.
2 funds tracked by Wall St. Rank held AOT Growth and Innovation ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.