AWM
WINC

AE Wealth Management’s Western Asset Short Duration Income ETF WINC Stock Holding History

AE Wealth Management’s Portfolio WINC Stock Details WINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,469
Closed -$59.8K – 2272
2025
Q1 		$59.8K Sell
2,469
-6,979
-74% -$168K ﹤0.01% 1549
2024
Q4 		$226K Buy
+9,448
New +$227K ﹤0.01% 1227

Other funds holding WINC

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's WINC Position: Q2 2025 in Review

AE Wealth Management sold out of Western Asset Short Duration Income ETF (WINC) in Q2 2025, closing a stake of 2,469 shares — an estimated $59.8K sold.

AE Wealth Management first reported a position in WINC in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q4 2024. 11 funds tracked by Wall St. Rank hold WINC as of Q2 2025.

  • AE Wealth Management reported no remaining Western Asset Short Duration Income ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,469 Western Asset Short Duration Income ETF shares in Q2 2025, an estimated $59.8K.
  • AE Wealth Management first reported a position in Western Asset Short Duration Income ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's Western Asset Short Duration Income ETF position peaked at $226K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.