AE Wealth Management’s Riot Platforms RIOT Stock Holding History

AE Wealth Management’s Portfolio RIOT Stock Details RIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Buy	+7,726	New	+$174K	﹤0.01%	1691
2024 Q1	–	Sell	-63,837	Closed	-$725K	–	1799
2023 Q4	$725K	Buy	63,837 +488	+0.8%	+$5.89K	﹤0.01%	1278
2023 Q3	$591K	Sell	63,349 -25,711	-29%	-$354K	﹤0.01%	1291
2023 Q2	$1.05M	Buy	89,060 +46,315	+108%	+$519K	0.01%	1075
2023 Q1	$427K	Sell	42,745 -10,401	-20%	-$67.7K	﹤0.01%	1416
2022 Q4	$180K	Sell	53,146 -60,288	-53%	-$311K	﹤0.01%	1680
2022 Q3	$795K	Buy	113,434 +19,538	+21%	+$138K	0.01%	1040
2022 Q2	$393K	Buy	93,896 +56,994	+154%	+$529K	﹤0.01%	1316
2022 Q1	$781K	Buy	36,902 +10,764	+41%	+$194K	0.01%	1020
2021 Q4	$584K	Buy	26,138 +3,545	+16%	+$106K	﹤0.01%	1190
2021 Q3	$581K	Buy	22,593 +432	+2%	+$13.9K	﹤0.01%	1115
2021 Q2	$835K	Buy	+22,161	New	+$792K	0.01%	901

Other funds holding RIOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AE Wealth Management opened a new position in Riot Platforms (RIOT) in Q2 2026: 7,726 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1691 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in RIOT as recently as Q4 2023.

AE Wealth Management first reported a position in RIOT in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2023. 450 funds tracked by Wall St. Rank hold RIOT as of Q2 2026.

AE Wealth Management held 7,726 shares of Riot Platforms worth $212K as of Q2 2026.
Riot Platforms was a new AE Wealth Management position in Q2 2026.
Riot Platforms made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1691 holding.
AE Wealth Management first reported a position in Riot Platforms in Q2 2021 and has held it in 12 quarters since.
AE Wealth Management's Riot Platforms position peaked at $1.05M in Q2 2023.
450 funds tracked by Wall St. Rank held Riot Platforms as of Q2 2026.

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