AE Wealth Management
TGLR icon

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
Q2 		$6.89K Hold
170
– – ﹤0.01% 2437
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

Laffer Tengler Investments
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Garden State Investment Advisory Services
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
Per Stirling Capital Management
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Seelaus Asset Management
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Caldwell Trust
Caldwell Trust Venice, Florida $1.24B AUM 28.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AE Wealth Management held its Wedbush Laffer Tengler New Era Value ETF (TGLR) position steady in Q2 2026 at 170 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

AE Wealth Management first reported a position in TGLR in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold TGLR as of Q2 2026.

  • AE Wealth Management held 170 shares of Wedbush Laffer Tengler New Era Value ETF worth $6.89K as of Q2 2026.
  • AE Wealth Management left its Wedbush Laffer Tengler New Era Value ETF share count unchanged in Q2 2026.
  • Wedbush Laffer Tengler New Era Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2437 holding.
  • AE Wealth Management first reported a position in Wedbush Laffer Tengler New Era Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Wedbush Laffer Tengler New Era Value ETF as of Q2 2026.

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