AWM
RSMV

AE Wealth Management’s Relative Strength Managed Volatility Strategy ETF RSMV Stock Holding History

AE Wealth Management’s Portfolio RSMV Stock Details RSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.33M Sell
88,057
-26,119
-23% -$713K 0.01% 603
2025
Q4 		$3.13M Sell
114,176
-10,824
-9% -$294K 0.02% 488
2025
Q3 		$3.33M Buy
+125,000
New +$3.2M 0.02% 438

Other funds holding RSMV

TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

AE Wealth Management reduced its Relative Strength Managed Volatility Strategy ETF (RSMV) stake by 23% in Q1 2026, selling an estimated $713K and leaving 88,057 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #603.

AE Wealth Management first reported a position in RSMV in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.33M in Q3 2025. 9 funds tracked by Wall St. Rank hold RSMV as of Q1 2026.

  • AE Wealth Management held 88,057 shares of Relative Strength Managed Volatility Strategy ETF worth $2.33M as of Q1 2026.
  • AE Wealth Management sold 26,119 Relative Strength Managed Volatility Strategy ETF shares in Q1 2026, an estimated $713K.
  • Relative Strength Managed Volatility Strategy ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #603 holding.
  • AE Wealth Management first reported a position in Relative Strength Managed Volatility Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's Relative Strength Managed Volatility Strategy ETF position peaked at $3.33M in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Relative Strength Managed Volatility Strategy ETF as of Q1 2026.

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