AE Wealth Management’s STF Tactical Growth ETF TUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49K	Buy	40 +3	+8%	+$117	﹤0.01%	2492
2025 Q4	$1.47K	Hold	37	–	–	﹤0.01%	2361
2025 Q3	$1.45K	Sell	37 -4	-10%	-$150	﹤0.01%	2192
2025 Q2	$1.49K	Sell	41 -716	-95%	-$23.4K	﹤0.01%	2058
2025 Q1	$23.4K	Sell	757 -2,320	-75%	-$77.4K	﹤0.01%	1708
2024 Q4	$103K	Buy	+3,077	New	+$106K	﹤0.01%	1416

Other funds holding TUG

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

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

AE Wealth Management increased its STF Tactical Growth ETF (TUG) stake by 8.1% in Q1 2026, buying an estimated $117 and bringing the position to 40 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

AE Wealth Management first reported a position in TUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q4 2024. 16 funds tracked by Wall St. Rank hold TUG as of Q1 2026.

AE Wealth Management held 40 shares of STF Tactical Growth ETF worth $1.49K as of Q1 2026.
AE Wealth Management bought 3 STF Tactical Growth ETF shares in Q1 2026, an estimated $117.
STF Tactical Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2492 holding.
AE Wealth Management first reported a position in STF Tactical Growth ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's STF Tactical Growth ETF position peaked at $103K in Q4 2024.
16 funds tracked by Wall St. Rank held STF Tactical Growth ETF as of Q1 2026.

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