AWM
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AE Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

AE Wealth Management’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Buy
4,729
+235
+5% +$13.7K ﹤0.01% 1461
2025
Q4 		$274K Buy
4,494
+364
+9% +$22.4K ﹤0.01% 1358
2025
Q3 		$249K Buy
4,130
+159
+4% +$9.29K ﹤0.01% 1279
2025
Q2 		$228K Sell
3,971
-1,533
-28% -$79.4K ﹤0.01% 1242
2025
Q1 		$269K Sell
5,504
-9,001
-62% -$479K ﹤0.01% 1134
2024
Q4 		$772K Sell
14,505
-204
-1% -$10.9K 0.01% 771
2024
Q3 		$754K Buy
14,709
+1,657
+13% +$82.2K 0.01% 772
2024
Q2 		$658K Buy
13,052
+1,598
+14% +$76.1K 0.01% 808
2024
Q1 		$548K Sell
11,454
-10,471
-48% -$482K 0.01% 793
2023
Q4 		$996K Buy
21,925
+3,648
+20% +$142K 0.01% 1157
2023
Q3 		$668K Buy
+18,277
New +$694K ﹤0.01% 1250
2023
Q2 		– Sell
-29,283
Closed -$973K – 2041
2023
Q1 		$973K Buy
29,283
+3,322
+13% +$102K 0.01% 1061
2022
Q4 		$709K Sell
25,961
-14,974
-37% -$416K 0.01% 1135
2022
Q3 		$1.07M Buy
40,935
+935
+2% +$27.8K 0.01% 918
2022
Q2 		$1.13M Buy
40,000
+4,241
+12% +$132K 0.01% 850
2022
Q1 		$1.3M Buy
+35,759
New +$1.3M 0.01% 836

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

AE Wealth Management's TECB Position: Q1 2026 in Review

AE Wealth Management increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 5.2% in Q1 2026, buying an estimated $13.7K and bringing the position to 4,729 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

AE Wealth Management first reported a position in TECB in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q1 2022. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • AE Wealth Management held 4,729 shares of iShares US Tech Breakthrough Multisector ETF worth $262K as of Q1 2026.
  • AE Wealth Management bought 235 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $13.7K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1461 holding.
  • AE Wealth Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2022 and has held it in 16 quarters since.
  • AE Wealth Management's iShares US Tech Breakthrough Multisector ETF position peaked at $1.3M in Q1 2022.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.