AE Wealth Management’s iShares Managed Futures Active ETF ISMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
41,339
+3,830
+10% +$107K 0.01% 859
2026
Q1
$1.02M Buy
+37,509
New +$1.02M 0.01% 831

Other funds holding ISMF

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

AE Wealth Management increased its iShares Managed Futures Active ETF (ISMF) stake by 10% in Q2 2026, buying an estimated $107K and bringing the position to 41,339 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #859.

AE Wealth Management first reported a position in ISMF in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold ISMF as of Q2 2026.

  • AE Wealth Management held 41,339 shares of iShares Managed Futures Active ETF worth $1.16M as of Q2 2026.
  • AE Wealth Management bought 3,830 iShares Managed Futures Active ETF shares in Q2 2026, an estimated $107K.
  • iShares Managed Futures Active ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #859 holding.
  • AE Wealth Management first reported a position in iShares Managed Futures Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares Managed Futures Active ETF as of Q2 2026.

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