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AE Wealth Management’s Relative Sentiment Tactical Allocation ETF MOOD Stock Holding History

AE Wealth Management’s Portfolio MOOD Stock Details MOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17
Closed -$653 – 2663
2025
Q4 		$653 Buy
+17
New +$635 ﹤0.01% 2400

Other funds holding MOOD

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $118M AUM
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

AE Wealth Management's MOOD Position: Q1 2026 in Review

AE Wealth Management sold out of Relative Sentiment Tactical Allocation ETF (MOOD) in Q1 2026, closing a stake of 17 shares — an estimated $653 sold.

AE Wealth Management first reported a position in MOOD in Q4 2025 and held it in 1 quarter. The position peaked at $653 in Q4 2025. 16 funds tracked by Wall St. Rank hold MOOD as of Q1 2026.

  • AE Wealth Management reported no remaining Relative Sentiment Tactical Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 17 Relative Sentiment Tactical Allocation ETF shares in Q1 2026, an estimated $653.
  • AE Wealth Management first reported a position in Relative Sentiment Tactical Allocation ETF in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's Relative Sentiment Tactical Allocation ETF position peaked at $653 in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Relative Sentiment Tactical Allocation ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.