AE Wealth Management’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$616K	Sell	19,732 -37,720	-66%	-$1.23M	﹤0.01%	1158
2026 Q2	$1.83M	Buy	57,452 +37,548	+189%	+$1.24M	0.01%	693
2026 Q1	$651K	Buy	19,904 +19,782	+16,215%	+$689K	﹤0.01%	986
2025 Q4	$3.76K	Buy	+122	New	+$3.78K	﹤0.01%	2272

Other funds holding IDEF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

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

AE Wealth Management reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 66% in Q3 2026, selling an estimated $1.23M and leaving 19,732 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

AE Wealth Management first reported a position in IDEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.83M in Q2 2026. 268 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

AE Wealth Management held 19,732 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $616K as of Q3 2026.
AE Wealth Management sold 37,720 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $1.23M.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #1158 holding.
AE Wealth Management first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
AE Wealth Management's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $1.83M in Q2 2026.
268 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

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