AE Wealth Management’s Sunoco SUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,195	Closed	-$370K	–	2271
2024 Q4	$370K	Sell	7,195 -24,633	-77%	-$1.3M	﹤0.01%	1014
2024 Q3	$1.71M	Buy	31,828 +17,048	+115%	+$925K	0.02%	576
2024 Q2	$836K	Buy	+14,780	New	+$806K	0.01%	748
2024 Q1	–	Sell	-14,935	Closed	-$870K	–	1888
2023 Q4	$870K	Sell	14,935 -1,753	-11%	-$93.2K	﹤0.01%	1208
2023 Q3	$817K	Buy	16,688 +7,374	+79%	+$335K	﹤0.01%	1180
2023 Q2	$406K	Sell	9,314 -15,681	-63%	-$694K	﹤0.01%	1485
2023 Q1	$1.1M	Sell	24,995 -13,130	-34%	-$592K	0.01%	1010
2022 Q4	$1.64M	Buy	38,125 +14	+0%	+$591	0.01%	820
2022 Q3	$1.49M	Buy	38,111 +623	+2%	+$24.5K	0.01%	801
2022 Q2	$1.4M	Buy	37,488 +26,095	+229%	+$1.06M	0.01%	784
2022 Q1	$465K	Buy	11,393 +4,694	+70%	+$200K	﹤0.01%	1258
2021 Q4	$274K	Buy	+6,699	New	+$266K	﹤0.01%	1480

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return