AE Wealth Management’s Mohr Growth ETF MOHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,430,475	Closed	-$30.6M	–	1342
2024 Q2	$30.6M	Sell	1,430,475 -188,150	-12%	-$4.04M	0.31%	75
2024 Q1	$35.6M	Sell	1,618,625 -995,408	-38%	-$20.9M	0.4%	60
2023 Q4	$53.6M	Sell	2,614,033 -710,127	-21%	-$13.3M	0.27%	73
2023 Q3	$61.1M	Sell	3,324,160 -14,352	-0.4%	-$280K	0.37%	46
2023 Q2	$66.1M	Sell	3,338,512 -596,297	-15%	-$11.6M	0.4%	36
2023 Q1	$76.5M	Sell	3,934,809 -1,205,682	-23%	-$23.5M	0.49%	28
2022 Q4	$101M	Buy	5,140,491 +671,219	+15%	+$13.1M	0.73%	15
2022 Q3	$87.5M	Buy	4,469,272 +389,637	+10%	+$7.89M	0.69%	20
2022 Q2	$84M	Buy	+4,079,635	New	+$88.8M	0.67%	24

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

AE Wealth Management sold out of Mohr Growth ETF (MOHR) in Q3 2024, closing a stake of 1,430,475 shares — an estimated $30.6M sold.

AE Wealth Management first reported a position in MOHR in Q2 2022 and held it in 9 quarters. The position peaked at $101M in Q4 2022. 0 funds tracked by Wall St. Rank hold MOHR as of Q3 2024.

AE Wealth Management reported no remaining Mohr Growth ETF position as of Q3 2024 after selling out during the quarter.
AE Wealth Management sold 1,430,475 Mohr Growth ETF shares in Q3 2024, an estimated $30.6M.
AE Wealth Management first reported a position in Mohr Growth ETF in Q2 2022 and held it in 9 quarters.
AE Wealth Management's Mohr Growth ETF position peaked at $101M in Q4 2022.
0 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q3 2024.

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