AE Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.88K	Sell	119 -10	-8%	-$245	﹤0.01%	2528
2026 Q1	$3.13K	Sell	129 -1	-0.8%	-$24	﹤0.01%	2435
2025 Q4	$3.14K	Hold	130	–	–	﹤0.01%	2291
2025 Q3	$3.08K	Hold	130	–	–	﹤0.01%	2128
2025 Q2	$3.14K	Sell	130 -920	-88%	-$22.6K	﹤0.01%	2008
2025 Q1	$24.8K	Sell	1,050 -1	-0.1%	-$24	﹤0.01%	1695
2024 Q4	$25.9K	Buy	+1,051	New	+$24.8K	﹤0.01%	1674

Other funds holding TBF

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

VAM

Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return

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

AE Wealth Management reduced its ProShares Short 20+ Year Treasury ETF (TBF) stake by 7.8% in Q2 2026, selling an estimated $245 and leaving 119 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

AE Wealth Management first reported a position in TBF in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.9K in Q4 2024. 34 funds tracked by Wall St. Rank hold TBF as of Q2 2026.

AE Wealth Management held 119 shares of ProShares Short 20+ Year Treasury ETF worth $2.88K as of Q2 2026.
AE Wealth Management sold 10 ProShares Short 20+ Year Treasury ETF shares in Q2 2026, an estimated $245.
ProShares Short 20+ Year Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2528 holding.
AE Wealth Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's ProShares Short 20+ Year Treasury ETF position peaked at $25.9K in Q4 2024.
34 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2026.

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