AWM
INAV

AE Wealth Management’s Mohr Industry Nav ETF INAV Stock Holding History

AE Wealth Management’s Portfolio INAV Stock Details INAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-459,807
Closed -$12.1M – 1340
2024
Q2 		$12.1M Sell
459,807
-55,989
-11% -$1.47M 0.12% 200
2024
Q1 		$13.7M Buy
+515,796
New +$13.7M 0.15% 179