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AE Wealth Management’s Clear Secure YOU Stock Holding History

AE Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$363K Buy
6,516
+370
+6% +$20.2K ﹤0.01% 1379
2026
Q1 		$298K Buy
+6,146
New +$245K ﹤0.01% 1382
2024
Q1 		– Sell
-23,669
Closed -$470K – 2037
2023
Q4 		$470K Buy
23,669
+373
+2% +$7.25K ﹤0.01% 1468
2023
Q3 		$444K Buy
+23,296
New +$516K ﹤0.01% 1443

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AE Wealth Management increased its Clear Secure (YOU) stake by 6% in Q2 2026, buying an estimated $20.2K and bringing the position to 6,516 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

AE Wealth Management first reported a position in YOU in Q3 2023 and has held it in 4 quarters since. The position peaked at $470K in Q4 2023. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • AE Wealth Management held 6,516 shares of Clear Secure worth $363K as of Q2 2026.
  • AE Wealth Management bought 370 Clear Secure shares in Q2 2026, an estimated $20.2K.
  • Clear Secure made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1379 holding.
  • AE Wealth Management first reported a position in Clear Secure in Q3 2023 and has held it in 4 quarters since.
  • AE Wealth Management's Clear Secure position peaked at $470K in Q4 2023.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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