Smith & Howard Wealth Management’s American Beacon AHL Trend ETF AHLT Stock Holding History

Smith & Howard Wealth Management’s Portfolio AHLT Stock Details AHLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.43M	Sell	85,847 -6,308	-7%	-$180K	0.52%	28
2025 Q4	$2.43M	Sell	92,155 -434	-0.5%	-$11.1K	0.55%	30
2025 Q3	$2.25M	Sell	92,589 -6,629	-7%	-$151K	0.52%	28
2025 Q2	$2.2M	Sell	99,218 -16,284	-14%	-$355K	0.56%	27
2025 Q1	$2.71M	Buy	115,502 +66,748	+137%	+$1.6M	0.74%	26
2024 Q4	$1.15M	Sell	48,754 -18,554	-28%	-$424K	0.32%	32
2024 Q3	$1.58M	Sell	67,308 -2,619	-4%	-$61.8K	0.45%	29
2024 Q2	$1.75M	Sell	69,927 -5,671	-8%	-$143K	0.52%	29
2024 Q1	$1.84M	Buy	+75,598	New	+$1.72M	0.57%	29

Other funds holding AHLT

AIG

Abbington Investment Group Westport, Connecticut $172M AUM

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $297M AUM 40.85% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Smith & Howard Wealth Management's AHLT Position: Q1 2026 in Review

Smith & Howard Wealth Management reduced its American Beacon AHL Trend ETF (AHLT) stake by 6.8% in Q1 2026, selling an estimated $180K and leaving 85,847 shares worth $2.43M. The position accounts for 0.52% of the portfolio, ranked #28.

Smith & Howard Wealth Management first reported a position in AHLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q1 2025. 16 funds tracked by Wall St. Rank hold AHLT as of Q1 2026.

Smith & Howard Wealth Management held 85,847 shares of American Beacon AHL Trend ETF worth $2.43M as of Q1 2026.
Smith & Howard Wealth Management sold 6,308 American Beacon AHL Trend ETF shares in Q1 2026, an estimated $180K.
American Beacon AHL Trend ETF made up 0.52% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #28 holding.
Smith & Howard Wealth Management first reported a position in American Beacon AHL Trend ETF in Q1 2024 and has held it in 9 quarters since.
Smith & Howard Wealth Management's American Beacon AHL Trend ETF position peaked at $2.71M in Q1 2025.
16 funds tracked by Wall St. Rank held American Beacon AHL Trend ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.