AE Wealth Management’s iShares Large Cap Accelerated Outcome ETF TWOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$290K Sell
10,028
-305,889
-97% -$8.69M ﹤0.01% 1507
2026
Q1
$8.45M Buy
315,917
+28,765
+10% +$807K 0.05% 319
2025
Q4
$8.08M Buy
287,152
+279,624
+3,714% +$7.7M 0.05% 321
2025
Q3
$203K Buy
+7,528
New +$197K ﹤0.01% 1398

Other funds holding TWOX

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

AE Wealth Management reduced its iShares Large Cap Accelerated Outcome ETF (TWOX) stake by 97% in Q2 2026, selling an estimated $8.69M and leaving 10,028 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

AE Wealth Management first reported a position in TWOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.45M in Q1 2026. 4 funds tracked by Wall St. Rank hold TWOX as of Q2 2026.

  • AE Wealth Management held 10,028 shares of iShares Large Cap Accelerated Outcome ETF worth $290K as of Q2 2026.
  • AE Wealth Management sold 305,889 iShares Large Cap Accelerated Outcome ETF shares in Q2 2026, an estimated $8.69M.
  • iShares Large Cap Accelerated Outcome ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1507 holding.
  • AE Wealth Management first reported a position in iShares Large Cap Accelerated Outcome ETF in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's iShares Large Cap Accelerated Outcome ETF position peaked at $8.45M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held iShares Large Cap Accelerated Outcome ETF as of Q2 2026.

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