AE Wealth Management
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AE Wealth Management’s SGI Dynamic Tactical ETF DYTA Stock Holding History

AE Wealth Management’s Portfolio DYTA Stock Details DYTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.49K Buy
+47
New +$1.48K ﹤0.01% 2698

Other funds holding DYTA

Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Transamerica Financial Advisors
Transamerica Financial Advisors St. Petersburg, Florida $1.24B AUM 21.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AE Wealth Management's DYTA Position: Q3 2026 in Review

AE Wealth Management opened a new position in SGI Dynamic Tactical ETF (DYTA) in Q3 2026: 47 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #2698 among its holdings.

5 funds tracked by Wall St. Rank hold DYTA as of Q3 2026.

  • AE Wealth Management held 47 shares of SGI Dynamic Tactical ETF worth $1.49K as of Q3 2026.
  • SGI Dynamic Tactical ETF was a new AE Wealth Management position in Q3 2026.
  • SGI Dynamic Tactical ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2698 holding.
  • 5 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.