AE Wealth Management
HFEQ icon

AE Wealth Management’s Unlimited HFEQ Equity Long/Short ETF HFEQ Stock Holding History

AE Wealth Management’s Portfolio HFEQ Stock Details HFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.4K Buy
+671
New +$16.1K ﹤0.01% 2416

Other funds holding HFEQ

Brady Martz Wealth Solutions
Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AE Wealth Management's HFEQ Position: Q3 2026 in Review

AE Wealth Management opened a new position in Unlimited HFEQ Equity Long/Short ETF (HFEQ) in Q3 2026: 671 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #2416 among its holdings.

6 funds tracked by Wall St. Rank hold HFEQ as of Q3 2026.

  • AE Wealth Management held 671 shares of Unlimited HFEQ Equity Long/Short ETF worth $15.4K as of Q3 2026.
  • Unlimited HFEQ Equity Long/Short ETF was a new AE Wealth Management position in Q3 2026.
  • Unlimited HFEQ Equity Long/Short ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2416 holding.
  • 6 funds tracked by Wall St. Rank held Unlimited HFEQ Equity Long/Short ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.