AE Wealth Management’s Mohr Sector Nav ETF SNAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.67M Sell
2025
Q1
$4.25M Sell
2024
Q4
$7.75M Sell
2024
Q3
$37.6M Buy
2024
Q2
$12.6M Sell
2024
Q1
$14.7M Sell
2023
Q4
$22.3M Sell
2023
Q3
$30.3M Buy
2023
Q2
$31.8M Buy
2023
Q1
$17.3M Buy