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AE Wealth Management’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

AE Wealth Management’s Portfolio FXED Stock Details FXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.18K Buy
295
+4
+1% +$70 ﹤0.01% 2465
2026
Q1 		$5.01K Buy
+291
New +$5.17K ﹤0.01% 2373
2025
Q1 		– Sell
-1,225
Closed -$22.2K – 2203
2024
Q4 		$22.2K Buy
+1,225
New +$23.1K ﹤0.01% 1713

Other funds holding FXED

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.16B AUM 11.51% 1-Year Est. Return

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

AE Wealth Management increased its Sound Enhanced Fixed Income ETF (FXED) stake by 1.4% in Q2 2026, buying an estimated $70 and bringing the position to 295 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

AE Wealth Management first reported a position in FXED in Q4 2024 and has held it in 3 quarters since. The position peaked at $22.2K in Q4 2024. 13 funds tracked by Wall St. Rank hold FXED as of Q2 2026.

  • AE Wealth Management held 295 shares of Sound Enhanced Fixed Income ETF worth $5.18K as of Q2 2026.
  • AE Wealth Management bought 4 Sound Enhanced Fixed Income ETF shares in Q2 2026, an estimated $70.
  • Sound Enhanced Fixed Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2465 holding.
  • AE Wealth Management first reported a position in Sound Enhanced Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • AE Wealth Management's Sound Enhanced Fixed Income ETF position peaked at $22.2K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q2 2026.

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