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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-459,807	Closed	-$12.1M	–	1341
2024 Q2	$12.1M	Sell	459,807 -55,989	-11%	-$1.45M	0.12%	200
2024 Q1	$13.7M	Buy	+515,796	New	+$13.2M	0.15%	179

AE Wealth Management's INAV Position: Q3 2024 in Review

AE Wealth Management sold out of Mohr Industry Nav ETF (INAV) in Q3 2024, closing a stake of 459,807 shares — an estimated $12.1M sold.

AE Wealth Management first reported a position in INAV in Q1 2024 and held it in 2 quarters. The position peaked at $13.7M in Q1 2024. 0 funds tracked by Wall St. Rank hold INAV as of Q3 2024.

AE Wealth Management reported no remaining Mohr Industry Nav ETF position as of Q3 2024 after selling out during the quarter.
AE Wealth Management sold 459,807 Mohr Industry Nav ETF shares in Q3 2024, an estimated $12.1M.
AE Wealth Management first reported a position in Mohr Industry Nav ETF in Q1 2024 and held it in 2 quarters.
AE Wealth Management's Mohr Industry Nav ETF position peaked at $13.7M in Q1 2024.
0 funds tracked by Wall St. Rank held Mohr Industry Nav ETF as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.