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AE Wealth Management’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

AE Wealth Management’s Portfolio IWMY Stock Details IWMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-160
Closed -$3.86K – 2332
2025
Q2 		$3.86K Hold
160
– – ﹤0.01% 1984
2025
Q1 		$4.13K Buy
+160
New +$4.61K ﹤0.01% 1958

Other funds holding IWMY

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

AE Wealth Management's IWMY Position: Q3 2025 in Review

AE Wealth Management sold out of Defiance R2000 Weekly Distribution ETF (IWMY) in Q3 2025, closing a stake of 160 shares — an estimated $3.86K sold.

AE Wealth Management first reported a position in IWMY in Q1 2025 and held it in 2 quarters. The position peaked at $4.13K in Q1 2025. 12 funds tracked by Wall St. Rank hold IWMY as of Q3 2025.

  • AE Wealth Management reported no remaining Defiance R2000 Weekly Distribution ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 160 Defiance R2000 Weekly Distribution ETF shares in Q3 2025, an estimated $3.86K.
  • AE Wealth Management first reported a position in Defiance R2000 Weekly Distribution ETF in Q1 2025 and held it in 2 quarters.
  • AE Wealth Management's Defiance R2000 Weekly Distribution ETF position peaked at $4.13K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.