AWM
BILT

AE Wealth Management’s iShares Infrastructure Active ETF BILT Stock Holding History

AE Wealth Management’s Portfolio BILT Stock Details BILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$552K Buy
19,698
+2,034
+12% +$58.9K ﹤0.01% 1178
2026
Q1 		$507K Buy
+17,664
New +$493K ﹤0.01% 1104

Other funds holding BILT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

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

AE Wealth Management increased its iShares Infrastructure Active ETF (BILT) stake by 12% in Q2 2026, buying an estimated $58.9K and bringing the position to 19,698 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

AE Wealth Management first reported a position in BILT in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold BILT as of Q2 2026.

  • AE Wealth Management held 19,698 shares of iShares Infrastructure Active ETF worth $552K as of Q2 2026.
  • AE Wealth Management bought 2,034 iShares Infrastructure Active ETF shares in Q2 2026, an estimated $58.9K.
  • iShares Infrastructure Active ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1178 holding.
  • AE Wealth Management first reported a position in iShares Infrastructure Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Infrastructure Active ETF as of Q2 2026.

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