AWM
PAYM

AE Wealth Management’s TrueShares S&P Autocallable Defensive Income ETF PAYM Stock Holding History

AE Wealth Management’s Portfolio PAYM Stock Details PAYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.3M Buy
+970,604
New +$23.8M 0.12% 191

Other funds holding PAYM

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

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

AE Wealth Management opened a new position in TrueShares S&P Autocallable Defensive Income ETF (PAYM) in Q1 2026: 970,604 shares worth $21.3M. The stake represents 0.12% of the portfolio and ranks #191 among its holdings.

27 funds tracked by Wall St. Rank hold PAYM as of Q1 2026.

  • AE Wealth Management held 970,604 shares of TrueShares S&P Autocallable Defensive Income ETF worth $21.3M as of Q1 2026.
  • TrueShares S&P Autocallable Defensive Income ETF was a new AE Wealth Management position in Q1 2026.
  • TrueShares S&P Autocallable Defensive Income ETF made up 0.12% of AE Wealth Management's portfolio in Q1 2026, its #191 holding.
  • 27 funds tracked by Wall St. Rank held TrueShares S&P Autocallable Defensive Income ETF as of Q1 2026.

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