AE Wealth Management’s Congress Large Cap Growth ETF CAML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-284	Closed	-$10.8K	–	2605
2025 Q4	$10.8K	Buy	+284	New	+$11K	﹤0.01%	2131

Other funds holding CAML

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

AE Wealth Management sold out of Congress Large Cap Growth ETF (CAML) in Q1 2026, closing a stake of 284 shares — an estimated $10.8K sold.

AE Wealth Management first reported a position in CAML in Q4 2025 and held it in 1 quarter. The position peaked at $10.8K in Q4 2025. 14 funds tracked by Wall St. Rank hold CAML as of Q1 2026.

AE Wealth Management reported no remaining Congress Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 284 Congress Large Cap Growth ETF shares in Q1 2026, an estimated $10.8K.
AE Wealth Management first reported a position in Congress Large Cap Growth ETF in Q4 2025 and held it in 1 quarter.
AE Wealth Management's Congress Large Cap Growth ETF position peaked at $10.8K in Q4 2025.
14 funds tracked by Wall St. Rank held Congress Large Cap Growth ETF as of Q1 2026.

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