AE Wealth Management
FPRO icon

AE Wealth Management’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

AE Wealth Management’s Portfolio FPRO Stock Details FPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 2653
2026
Q1 		– Hold
0
– – – 2584
2025
Q4 		– Sell
-216
Closed -$4.86K – 2449
2025
Q3 		$4.89K Hold
216
– – ﹤0.01% 2083
2025
Q2 		$4.88K Sell
216
-36,208
-99% -$812K ﹤0.01% 1960
2025
Q1 		$836K Buy
36,424
+7,160
+24% +$163K 0.01% 755
2024
Q4 		$653K Buy
29,264
+7,750
+36% +$182K 0.01% 823
2024
Q3 		$521K Buy
+21,514
New +$493K ﹤0.01% 881

Other funds holding FPRO

Canal Capital Management
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AE Wealth Management held its Fidelity Real Estate Investment ETF (FPRO) position steady in Q2 2026 at 0 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

AE Wealth Management first reported a position in FPRO in Q3 2024 and has held it in 5 quarters since. The position peaked at $836K in Q1 2025. 7 funds tracked by Wall St. Rank hold FPRO as of Q2 2026.

  • AE Wealth Management held 0 shares of Fidelity Real Estate Investment ETF worth $20 as of Q2 2026.
  • AE Wealth Management left its Fidelity Real Estate Investment ETF share count unchanged in Q2 2026.
  • Fidelity Real Estate Investment ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2653 holding.
  • AE Wealth Management first reported a position in Fidelity Real Estate Investment ETF in Q3 2024 and has held it in 5 quarters since.
  • AE Wealth Management's Fidelity Real Estate Investment ETF position peaked at $836K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q2 2026.

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