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 Q2	$1.8M	Sell	59,867 -28,190	-32%	-$803K	0.01%	696
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 $1.7B AUM 21.07% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

AE Wealth Management reduced its Relative Strength Managed Volatility Strategy ETF (RSMV) stake by 32% in Q2 2026, selling an estimated $803K and leaving 59,867 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #696.

AE Wealth Management first reported a position in RSMV in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.33M in Q3 2025. 6 funds tracked by Wall St. Rank hold RSMV as of Q2 2026.

AE Wealth Management held 59,867 shares of Relative Strength Managed Volatility Strategy ETF worth $1.8M as of Q2 2026.
AE Wealth Management sold 28,190 Relative Strength Managed Volatility Strategy ETF shares in Q2 2026, an estimated $803K.
Relative Strength Managed Volatility Strategy ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #696 holding.
AE Wealth Management first reported a position in Relative Strength Managed Volatility Strategy ETF in Q3 2025 and has held it in 4 quarters since.
AE Wealth Management's Relative Strength Managed Volatility Strategy ETF position peaked at $3.33M in Q3 2025.
6 funds tracked by Wall St. Rank held Relative Strength Managed Volatility Strategy ETF as of Q2 2026.

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