AE Wealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Buy	45,006 +14,964	+50%	+$361K	0.01%	821
2025 Q4	$727K	Buy	+30,042	New	+$726K	﹤0.01%	903
2024 Q1	–	Sell	-9,354	Closed	-$219K	–	1534
2023 Q4	$219K	Buy	+9,354	New	+$214K	﹤0.01%	1853
2023 Q1	–	Sell	-11,224	Closed	-$259K	–	1938
2022 Q4	$259K	Sell	11,224 -3,236	-22%	-$73.8K	﹤0.01%	1565
2022 Q3	$327K	Sell	14,460 -116	-0.8%	-$2.72K	﹤0.01%	1438
2022 Q2	$341K	Buy	14,576 +639	+5%	+$15.1K	﹤0.01%	1382
2022 Q1	$340K	Sell	13,937 -14,451	-51%	-$361K	﹤0.01%	1374
2021 Q4	$731K	Buy	28,388 +7,183	+34%	+$186K	0.01%	1085
2021 Q3	$554K	Sell	21,205 -9,205	-30%	-$243K	﹤0.01%	1134
2021 Q2	$799K	Buy	30,410 +12,730	+72%	+$333K	0.01%	920
2021 Q1	$457K	Sell	17,680 -235	-1%	-$6.17K	﹤0.01%	1065
2020 Q4	$476K	Buy	17,915 +4,583	+34%	+$121K	0.01%	984
2020 Q3	$351K	Buy	13,332 +1,446	+12%	+$38.2K	0.01%	987
2020 Q2	$313K	Buy	+11,886	New	+$305K	﹤0.01%	1006
2020 Q1	–	Sell	-10,864	Closed	-$279K	–	1190
2019 Q4	$279K	Buy	10,864 +1,418	+15%	+$36.5K	0.01%	928
2019 Q3	$243K	Buy	9,446 +765	+9%	+$19.7K	0.01%	859
2019 Q2	$223K	Buy	+8,681	New	+$219K	0.01%	861

Other funds holding IBD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

AE Wealth Management's IBD Position: Q1 2026 in Review

AE Wealth Management increased its Inspire Corporate Bond ETF (IBD) stake by 50% in Q1 2026, buying an estimated $361K and bringing the position to 45,006 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #821.

AE Wealth Management first reported a position in IBD in Q2 2019 and has held it in 17 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

AE Wealth Management held 45,006 shares of Inspire Corporate Bond ETF worth $1.07M as of Q1 2026.
AE Wealth Management bought 14,964 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $361K.
Inspire Corporate Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #821 holding.
AE Wealth Management first reported a position in Inspire Corporate Bond ETF in Q2 2019 and has held it in 17 quarters since.
106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.