AE Wealth Management’s US Treasury 3 Year Note ETF UTRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.3K	Buy	+652	New	+$31.8K	﹤0.01%	2253

Other funds holding UTRE

Crew Capital Management Cincinnati, Ohio $190M AUM 29.9% 1-Year Est. Return

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

F/M Investments Washington, District of Columbia $3.38B AUM 20.74% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

AE Wealth Management's UTRE Position: Q3 2026 in Review

AE Wealth Management opened a new position in US Treasury 3 Year Note ETF (UTRE) in Q3 2026: 652 shares worth $31.3K. The stake represents ﹤0.01% of the portfolio and ranks #2253 among its holdings.

8 funds tracked by Wall St. Rank hold UTRE as of Q3 2026.

AE Wealth Management held 652 shares of US Treasury 3 Year Note ETF worth $31.3K as of Q3 2026.
US Treasury 3 Year Note ETF was a new AE Wealth Management position in Q3 2026.
US Treasury 3 Year Note ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2253 holding.
8 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.