AE Wealth Management’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-274	Closed	-$205K	–	2065
2023 Q4	$205K	Buy	+274	New	+$168K	﹤0.01%	1882
2022 Q1	–	Sell	-234	Closed	-$203K	–	1833
2021 Q4	$203K	Buy	+234	New	+$192K	﹤0.01%	1604
2021 Q1	–	Sell	-560	Closed	-$309K	–	1587
2020 Q4	$309K	Hold	560	–	–	﹤0.01%	1135
2020 Q3	$254K	Sell	560 -120	-18%	-$51.3K	﹤0.01%	1097
2020 Q2	$244K	Buy	+680	New	+$210K	﹤0.01%	1100
2020 Q1	–	Sell	-715	Closed	-$238K	–	1298
2019 Q4	$238K	Buy	+715	New	+$216K	0.01%	999

Other funds holding FBGX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HGERS

Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

IGGA

Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return

AE Wealth Management's FBGX Position: Q1 2024 in Review

AE Wealth Management sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q1 2024, closing a stake of 274 shares — an estimated $205K sold.

AE Wealth Management first reported a position in FBGX in Q4 2019 and held it in 6 quarters. The position peaked at $309K in Q4 2020. 39 funds tracked by Wall St. Rank hold FBGX as of Q1 2024.

AE Wealth Management reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 274 UBS AG FI Enhanced Large Cap Growth ETN shares in Q1 2024, an estimated $205K.
AE Wealth Management first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2019 and held it in 6 quarters.
AE Wealth Management's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $309K in Q4 2020.
39 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.