AWM
ECHO

AE Wealth Management’s EchoStar ECHO Stock Holding History

AE Wealth Management’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$561K Buy
5,531
+791
+17% +$96.7K ﹤0.01% 1167
2026
Q1 		$555K Buy
4,740
+793
+20% +$91K ﹤0.01% 1059
2025
Q4 		$429K Buy
+3,947
New +$321K ﹤0.01% 1129

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $350M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

AE Wealth Management increased its EchoStar (ECHO) stake by 17% in Q2 2026, buying an estimated $96.7K and bringing the position to 5,531 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

AE Wealth Management first reported a position in ECHO in Q4 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • AE Wealth Management held 5,531 shares of EchoStar worth $561K as of Q2 2026.
  • AE Wealth Management bought 791 EchoStar shares in Q2 2026, an estimated $96.7K.
  • EchoStar made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1167 holding.
  • AE Wealth Management first reported a position in EchoStar in Q4 2025 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

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