AE Wealth Management’s Columbia Research Enhanced Real Estate ETF CRED Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-679,781	Closed	-$34.5M	–	1244
2024 Q1	$34.5M	Buy	+679,781	New	+$14.2M	0.39%	64

Other funds holding CRED

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's CRED Position: Q2 2024 in Review

AE Wealth Management sold out of Columbia Research Enhanced Real Estate ETF (CRED) in Q2 2024, closing a stake of 679,781 shares — an estimated $34.5M sold.

AE Wealth Management first reported a position in CRED in Q1 2024 and held it in 1 quarter. The position peaked at $34.5M in Q1 2024. 3 funds tracked by Wall St. Rank hold CRED as of Q2 2024.

AE Wealth Management reported no remaining Columbia Research Enhanced Real Estate ETF position as of Q2 2024 after selling out during the quarter.
AE Wealth Management sold 679,781 Columbia Research Enhanced Real Estate ETF shares in Q2 2024, an estimated $34.5M.
AE Wealth Management first reported a position in Columbia Research Enhanced Real Estate ETF in Q1 2024 and held it in 1 quarter.
AE Wealth Management's Columbia Research Enhanced Real Estate ETF position peaked at $34.5M in Q1 2024.
3 funds tracked by Wall St. Rank held Columbia Research Enhanced Real Estate ETF as of Q2 2024.

Based on AE Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.