AE Wealth Management
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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
Q2 		$802K Sell
33,202
-79,179
-70% -$1.91M ﹤0.01% 1002
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

TrueMark Investments
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $829M AUM
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

AE Wealth Management's QBUL Position: Q2 2026 in Review

AE Wealth Management reduced its TrueShares Quarterly Bull Hedge ETF (QBUL) stake by 70% in Q2 2026, selling an estimated $1.91M and leaving 33,202 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

AE Wealth Management first reported a position in QBUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.6M in Q2 2025. 17 funds tracked by Wall St. Rank hold QBUL as of Q2 2026.

  • AE Wealth Management held 33,202 shares of TrueShares Quarterly Bull Hedge ETF worth $802K as of Q2 2026.
  • AE Wealth Management sold 79,179 TrueShares Quarterly Bull Hedge ETF shares in Q2 2026, an estimated $1.91M.
  • TrueShares Quarterly Bull Hedge ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1002 holding.
  • AE Wealth Management first reported a position in TrueShares Quarterly Bull Hedge ETF in Q3 2024 and has held it in 8 quarters since.
  • AE Wealth Management's TrueShares Quarterly Bull Hedge ETF position peaked at $24.6M in Q2 2025.
  • 17 funds tracked by Wall St. Rank held TrueShares Quarterly Bull Hedge ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.