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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Caldwell Trust Venice, Florida $1.24B AUM 28.29% 1-Year Est. Return

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.