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AE Wealth Management’s STF Tactical Growth & Income ETF TUGN Stock Holding History

AE Wealth Management’s Portfolio TUGN Stock Details TUGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.6K Hold
4,080
– – ﹤0.01% 1815
2025
Q4 		$103K Buy
+4,080
New +$106K ﹤0.01% 1691

Other funds holding TUGN

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RFW
Redwood Family Wealth Addison, Texas $102M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AE Wealth Management held its STF Tactical Growth & Income ETF (TUGN) position steady in Q1 2026 at 4,080 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

AE Wealth Management first reported a position in TUGN in Q4 2025 and has held it in 2 quarters since. The position peaked at $103K in Q4 2025. 17 funds tracked by Wall St. Rank hold TUGN as of Q1 2026.

  • AE Wealth Management held 4,080 shares of STF Tactical Growth & Income ETF worth $93.6K as of Q1 2026.
  • AE Wealth Management left its STF Tactical Growth & Income ETF share count unchanged in Q1 2026.
  • STF Tactical Growth & Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1815 holding.
  • AE Wealth Management first reported a position in STF Tactical Growth & Income ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's STF Tactical Growth & Income ETF position peaked at $103K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held STF Tactical Growth & Income ETF as of Q1 2026.

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