AE Wealth Management’s Strategy Shares US Market Rotation Strategy ETF HUSE Stock Holding History

AE Wealth Management’s Portfolio HUSE Stock Details HUSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-31,435	Closed	-$1.06M	–	1191
2019 Q3	$1.06M	Sell	31,435 -805	-2%	-$27.9K	0.03%	431
2019 Q2	$1.13M	Buy	32,240 +16,394	+103%	+$573K	0.03%	375
2019 Q1	$551K	Buy	15,846 +6,369	+67%	+$221K	0.04%	322
2018 Q4	$318K	Buy	+9,477	New	+$346K	0.05%	337

Other funds holding HUSE

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's HUSE Position: Q4 2019 in Review

AE Wealth Management sold out of Strategy Shares US Market Rotation Strategy ETF (HUSE) in Q4 2019, closing a stake of 31,435 shares — an estimated $1.06M sold.

AE Wealth Management first reported a position in HUSE in Q4 2018 and held it in 4 quarters. The position peaked at $1.13M in Q2 2019. 6 funds tracked by Wall St. Rank hold HUSE as of Q4 2019.

AE Wealth Management reported no remaining Strategy Shares US Market Rotation Strategy ETF position as of Q4 2019 after selling out during the quarter.
AE Wealth Management sold 31,435 Strategy Shares US Market Rotation Strategy ETF shares in Q4 2019, an estimated $1.06M.
AE Wealth Management first reported a position in Strategy Shares US Market Rotation Strategy ETF in Q4 2018 and held it in 4 quarters.
AE Wealth Management's Strategy Shares US Market Rotation Strategy ETF position peaked at $1.13M in Q2 2019.
6 funds tracked by Wall St. Rank held Strategy Shares US Market Rotation Strategy ETF as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.