AWM
MSTU

AE Wealth Management’s T-Rex 2X Long MSTR Daily Target ETF MSTU Stock Holding History

AE Wealth Management’s Portfolio MSTU Stock Details MSTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-73
Closed -$6.32K – 2387
2025
Q2 		$6.32K Sell
73
-2
-3% -$151 ﹤0.01% 1930
2025
Q1 		$4.07K Buy
75
+2
+3% +$161 ﹤0.01% 1959
2024
Q4 		$5.55K Buy
+73
New +$7.91K ﹤0.01% 1911

Other funds holding MSTU

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

AE Wealth Management sold out of T-Rex 2X Long MSTR Daily Target ETF (MSTU) in Q3 2025, closing a stake of 73 shares — an estimated $6.32K sold.

AE Wealth Management first reported a position in MSTU in Q4 2024 and held it in 3 quarters. The position peaked at $6.32K in Q2 2025. 51 funds tracked by Wall St. Rank hold MSTU as of Q3 2025.

  • AE Wealth Management reported no remaining T-Rex 2X Long MSTR Daily Target ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 73 T-Rex 2X Long MSTR Daily Target ETF shares in Q3 2025, an estimated $6.32K.
  • AE Wealth Management first reported a position in T-Rex 2X Long MSTR Daily Target ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's T-Rex 2X Long MSTR Daily Target ETF position peaked at $6.32K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held T-Rex 2X Long MSTR Daily Target ETF as of Q3 2025.

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