AE Wealth Management’s Bluemonte Long Term Bond ETF BLTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,148	Closed	-$29K	–	2815
2026 Q1	$29K	Hold	1,148	–	–	﹤0.01%	2065
2025 Q4	$29.2K	Buy	+1,148	New	+$29.7K	﹤0.01%	1949

Other funds holding BLTD

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

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

AE Wealth Management sold out of Bluemonte Long Term Bond ETF (BLTD) in Q2 2026, closing a stake of 1,148 shares — an estimated $29K sold.

AE Wealth Management first reported a position in BLTD in Q4 2025 and held it in 2 quarters. The position peaked at $29.2K in Q4 2025. 1 fund tracked by Wall St. Rank holds BLTD as of Q2 2026.

AE Wealth Management reported no remaining Bluemonte Long Term Bond ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 1,148 Bluemonte Long Term Bond ETF shares in Q2 2026, an estimated $29K.
AE Wealth Management first reported a position in Bluemonte Long Term Bond ETF in Q4 2025 and held it in 2 quarters.
AE Wealth Management's Bluemonte Long Term Bond ETF position peaked at $29.2K in Q4 2025.
1 fund tracked by Wall St. Rank held Bluemonte Long Term Bond ETF as of Q2 2026.

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