AWM
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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
Q2 		$1.14M Buy
47,881
+2,875
+6% +$68.6K 0.01% 864
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

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

AE Wealth Management increased its Inspire Corporate Bond ETF (IBD) stake by 6.4% in Q2 2026, buying an estimated $68.6K and bringing the position to 47,881 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #864.

AE Wealth Management first reported a position in IBD in Q2 2019 and has held it in 18 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • AE Wealth Management held 47,881 shares of Inspire Corporate Bond ETF worth $1.14M as of Q2 2026.
  • AE Wealth Management bought 2,875 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $68.6K.
  • Inspire Corporate Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #864 holding.
  • AE Wealth Management first reported a position in Inspire Corporate Bond ETF in Q2 2019 and has held it in 18 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

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