AWM
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AE Wealth Management’s Expion360 XPON Stock Holding History

AE Wealth Management’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$53.3K – 2030
2023
Q4 		$53.3K Sell
10
-8
-44% -$44.5K ﹤0.01% 1982
2023
Q3 		$88.2K Buy
+18
New +$105K ﹤0.01% 1848

Other funds holding XPON

CWM
Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's XPON Position: Q1 2024 in Review

AE Wealth Management sold out of Expion360 (XPON) in Q1 2024, closing a stake of 10 shares — an estimated $53.3K sold.

AE Wealth Management first reported a position in XPON in Q3 2023 and held it in 2 quarters. The position peaked at $88.2K in Q3 2023. 8 funds tracked by Wall St. Rank hold XPON as of Q1 2024.

  • AE Wealth Management reported no remaining Expion360 position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10 Expion360 shares in Q1 2024, an estimated $53.3K.
  • AE Wealth Management first reported a position in Expion360 in Q3 2023 and held it in 2 quarters.
  • AE Wealth Management's Expion360 position peaked at $88.2K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Expion360 as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.