AE Wealth Management’s Maximus MMS Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$346K	Sell
2025 Q2	$267K	Sell
2025 Q1	$279K	Sell
2024 Q4	$347K	Buy
2022 Q2	–	Sell
2022 Q1	$446K	Sell
2021 Q4	$539K	Sell
2021 Q3	$695K	Buy
2021 Q2	$504K	Buy
2020 Q3	–	Sell
2020 Q2	$576K	Buy