Ownership history in AE Wealth Management LLC · 2 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in TIDAL TRUST I (STRN). 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 | 16,696 | +4,768 | +40.0% | 0.00% | $367K | $22.00 |
| 2025 Q3 | INITIATED | 11,928 | — | — | 0.00% | $262K | $21.89 |