AE Wealth Management’s Bluemonte Core Bond ETF BDBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,342	Closed	-$84.4K	–	2813
2026 Q1	$84.4K	Hold	3,342	–	–	﹤0.01%	1851
2025 Q4	$85K	Buy	+3,342	New	+$85.6K	﹤0.01%	1739

Other funds holding BDBT

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AE Wealth Management's BDBT Position: Q2 2026 in Review

AE Wealth Management sold out of Bluemonte Core Bond ETF (BDBT) in Q2 2026, closing a stake of 3,342 shares — an estimated $84.4K sold.

AE Wealth Management first reported a position in BDBT in Q4 2025 and held it in 2 quarters. The position peaked at $85K in Q4 2025. 1 fund tracked by Wall St. Rank holds BDBT as of Q2 2026.

AE Wealth Management reported no remaining Bluemonte Core Bond ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 3,342 Bluemonte Core Bond ETF shares in Q2 2026, an estimated $84.4K.
AE Wealth Management first reported a position in Bluemonte Core Bond ETF in Q4 2025 and held it in 2 quarters.
AE Wealth Management's Bluemonte Core Bond ETF position peaked at $85K in Q4 2025.
1 fund tracked by Wall St. Rank held Bluemonte Core Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.