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AE Wealth Management’s Wedbush Laffer Tengler New Era Value ETF TGLR Stock Holding History

AE Wealth Management’s Portfolio TGLR Stock Details TGLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.15K Hold
170
– – ﹤0.01% 2348
2025
Q4 		$6.14K Hold
170
– – ﹤0.01% 2203
2025
Q3 		$6.04K Hold
170
– – ﹤0.01% 2047
2025
Q2 		$5.48K Hold
170
– – ﹤0.01% 1941
2025
Q1 		$4.89K Hold
170
– – ﹤0.01% 1945
2024
Q4 		$5.04K Buy
+170
New +$5.14K ﹤0.01% 1918

Other funds holding TGLR

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AE Wealth Management held its Wedbush Laffer Tengler New Era Value ETF (TGLR) position steady in Q1 2026 at 170 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

AE Wealth Management first reported a position in TGLR in Q4 2024 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold TGLR as of Q1 2026.

  • AE Wealth Management held 170 shares of Wedbush Laffer Tengler New Era Value ETF worth $6.15K as of Q1 2026.
  • AE Wealth Management left its Wedbush Laffer Tengler New Era Value ETF share count unchanged in Q1 2026.
  • Wedbush Laffer Tengler New Era Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2348 holding.
  • AE Wealth Management first reported a position in Wedbush Laffer Tengler New Era Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held Wedbush Laffer Tengler New Era Value ETF as of Q1 2026.

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