AWM
QBUL

AE Wealth Management’s TrueShares Quarterly Bull Hedge ETF QBUL Stock Holding History

AE Wealth Management’s Portfolio QBUL Stock Details QBUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.65M Buy
112,381
+79,985
+247% +$1.89M 0.01% 564
2025
Q4 		$771K Sell
32,396
-1,893
-6% -$48.9K ﹤0.01% 889
2025
Q3 		$894K Sell
34,289
-932,860
-96% -$23.9M 0.01% 784
2025
Q2 		$24.6M Buy
967,149
+7,433
+0.8% +$186K 0.18% 130
2025
Q1 		$23.9M Buy
959,716
+14,279
+2% +$355K 0.2% 116
2024
Q4 		$23.4M Buy
945,437
+87,625
+10% +$2.22M 0.2% 116
2024
Q3 		$21.7M Buy
+857,812
New +$21.6M 0.2% 123

Other funds holding QBUL

TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $141M AUM
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

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

AE Wealth Management increased its TrueShares Quarterly Bull Hedge ETF (QBUL) stake by 247% in Q1 2026, buying an estimated $1.89M and bringing the position to 112,381 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #564.

AE Wealth Management first reported a position in QBUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.6M in Q2 2025. 15 funds tracked by Wall St. Rank hold QBUL as of Q1 2026.

  • AE Wealth Management held 112,381 shares of TrueShares Quarterly Bull Hedge ETF worth $2.65M as of Q1 2026.
  • AE Wealth Management bought 79,985 TrueShares Quarterly Bull Hedge ETF shares in Q1 2026, an estimated $1.89M.
  • TrueShares Quarterly Bull Hedge ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #564 holding.
  • AE Wealth Management first reported a position in TrueShares Quarterly Bull Hedge ETF in Q3 2024 and has held it in 7 quarters since.
  • AE Wealth Management's TrueShares Quarterly Bull Hedge ETF position peaked at $24.6M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held TrueShares Quarterly Bull Hedge ETF as of Q1 2026.

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