AE Wealth Management’s Adaptive Core ETF RULE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.3M | Sell |
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|
2025
Q2 | $3.58M | Sell |
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|
2025
Q1 | $4.07M | Sell |
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|
2024
Q4 | $7.8M | Sell |
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|
2024
Q3 | $8.82M | Sell |
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|
2024
Q2 | $13.5M | Sell |
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|
2024
Q1 | $16.1M | Sell |
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|
2023
Q4 | $25.5M | Sell |
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|
2023
Q3 | $32.8M | Sell |
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|
2023
Q2 | $35.7M | Sell |
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|
2023
Q1 | $43.7M | Sell |
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|
2022
Q4 | $60.1M | Buy |
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|
2022
Q3 | $51.8M | Sell |
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|
2022
Q2 | $54.8M | Buy |
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