AWM
FBGX

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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.82B AUM 21.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $947M AUM 23.59% 1-Year Est. Return