AE Wealth Management’s Bluemonte Large Cap Growth ETF BLGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.6K	Hold	1,635	–	–	﹤0.01%	1991
2025 Q4	$47.9K	Buy	+1,635	New	+$47.6K	﹤0.01%	1858

Other funds holding BLGR

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

AE Wealth Management's BLGR Position: Q1 2026 in Review

AE Wealth Management held its Bluemonte Large Cap Growth ETF (BLGR) position steady in Q1 2026 at 1,635 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

AE Wealth Management first reported a position in BLGR in Q4 2025 and has held it in 2 quarters since. The position peaked at $47.9K in Q4 2025. 6 funds tracked by Wall St. Rank hold BLGR as of Q1 2026.

AE Wealth Management held 1,635 shares of Bluemonte Large Cap Growth ETF worth $43.6K as of Q1 2026.
AE Wealth Management left its Bluemonte Large Cap Growth ETF share count unchanged in Q1 2026.
Bluemonte Large Cap Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1991 holding.
AE Wealth Management first reported a position in Bluemonte Large Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
AE Wealth Management's Bluemonte Large Cap Growth ETF position peaked at $47.9K in Q4 2025.
6 funds tracked by Wall St. Rank held Bluemonte Large Cap Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.