Ownership history in AE Wealth Management LLC · 36 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in GLOBAL X FDS (DIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,142,553 | +68,526 | +6.4% | 0.11% | $19.8M | $17.13 |
| 2025 Q3 | ADDED | 1,074,027 | +74,422 | +7.4% | 0.12% | $19.0M | $17.08 |
| 2025 Q2 | ADDED | 999,605 | +73,422 | +7.9% | 0.13% | $17.6M | $16.66 |
| 2025 Q1 | REDUCED | 926,183 | -38,518 | -4.0% | 0.15% | $17.4M | $17.54 |
| 2024 Q4 | REDUCED | 964,701 | -214,282 | -18.2% | 0.15% | $17.4M | $16.54 |
| 2024 Q3 | ADDED | 1,178,983 | +19,451 | +1.7% | 0.20% | $22.0M | $16.83 |
| 2024 Q2 | ADDED | 1,159,532 | +35,640 | +3.2% | 0.20% | $20.0M | $15.32 |
| 2024 Q1 | REDUCED | 1,123,892 | -472,140 | -29.6% | 0.22% | $19.5M | $15.21 |
| 2023 Q4 | ADDED | 1,596,032 | +1,789 | +0.1% | 0.14% | $27.7M | $14.87 |
| 2023 Q3 | ADDED | 1,594,243 | +46,685 | +3.0% | 0.15% | $25.8M | $13.66 |
As of 2025 Q4 — sorted by position size