AWM
FITZ

AE Wealth Management’s Fitz-Gerald Must Have Portfolio ETF FITZ Stock Holding History

AE Wealth Management’s Portfolio FITZ Stock Details FITZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$999 Buy
+41
New +$998 ﹤0.01% 2584

Other funds holding FITZ

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AE Wealth Management opened a new position in Fitz-Gerald Must Have Portfolio ETF (FITZ) in Q2 2026: 41 shares worth $999. The stake represents ﹤0.01% of the portfolio and ranks #2584 among its holdings.

9 funds tracked by Wall St. Rank hold FITZ as of Q2 2026.

  • AE Wealth Management held 41 shares of Fitz-Gerald Must Have Portfolio ETF worth $999 as of Q2 2026.
  • Fitz-Gerald Must Have Portfolio ETF was a new AE Wealth Management position in Q2 2026.
  • Fitz-Gerald Must Have Portfolio ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2584 holding.
  • 9 funds tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q2 2026.

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