AE Wealth Management’s FT Vest U.S. Equity Uncapped Accelerator ETF - October UXOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-93	Closed	-$3.13K	–	2804
2026 Q1	$3.13K	Hold	93	–	–	﹤0.01%	2434
2025 Q4	$3.31K	Sell	93 -1,515	-94%	-$53.4K	﹤0.01%	2282
2025 Q3	$56.1K	Buy	+1,608	New	+$53.5K	﹤0.01%	1693

Other funds holding UXOC

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

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

CCG

Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

AE Wealth Management sold out of FT Vest U.S. Equity Uncapped Accelerator ETF - October (UXOC) in Q2 2026, closing a stake of 93 shares — an estimated $3.13K sold.

AE Wealth Management first reported a position in UXOC in Q3 2025 and held it in 3 quarters. The position peaked at $56.1K in Q3 2025. 13 funds tracked by Wall St. Rank hold UXOC as of Q2 2026.

AE Wealth Management reported no remaining FT Vest U.S. Equity Uncapped Accelerator ETF - October position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 93 FT Vest U.S. Equity Uncapped Accelerator ETF - October shares in Q2 2026, an estimated $3.13K.
AE Wealth Management first reported a position in FT Vest U.S. Equity Uncapped Accelerator ETF - October in Q3 2025 and held it in 3 quarters.
AE Wealth Management's FT Vest U.S. Equity Uncapped Accelerator ETF - October position peaked at $56.1K in Q3 2025.
13 funds tracked by Wall St. Rank held FT Vest U.S. Equity Uncapped Accelerator ETF - October as of Q2 2026.

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