AE Wealth Management LLC RWM — PROSHARES TR

Ownership history in AE Wealth Management LLC  ·  6 quarters on record

AI Ownership Summary

AE Wealth Management LLC reported PROSHARES TR (RWM) in 6 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows RWM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AE Wealth Management LLC's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RWM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RWM stock page AE Wealth Management LLC fund profile AE Wealth Management LLC full holdings
How AE Wealth Management LLC held RWM — position size vs. price
% of Fund (quarterly)    RWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,504 +2,397 +2240.2% 0.00% $33K 2026-08-03 $13.55
2026 Q1 REDUCED 39.2% -16.7% ✅ 107 -69 -39.2% 0.00% $2K 2026-05-13 $14.14
2025 Q4 REDUCED 99.3% -0.6% ✅ 176 -25,412 -99.3% 0.00% $3K 2026-01-26 $15.10
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RWM

As of 2026 Q2 — sorted by position size

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 1.57% LEUTHOLD GROUP, LLC 3Y 7Y 1.15% VIMA LLC 0.15% Total Wealth Planning & Management, Inc. 0.13% Resonant Capital Advisors, LLC 3Y 0.01% Tower Research Capital LLC (TRC) 3Y 7Y 0.01% OPPENHEIMER & CO INC 3Y 7Y 0.01% CHOREO, LLC 3Y 0.01% LPL Financial LLC 3Y 7Y 0.0% IMC-Chicago, LLC 3Y 7Y 0.0%

FAQ About AE Wealth Management LLC and RWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has AE Wealth Management LLC reported owning RWM?

AE Wealth Management LLC reported RWM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported RWM position in AE Wealth Management LLC's portfolio?

The largest reported portfolio weight for RWM was 0.00% in 2026 Q2.

What is the latest reported RWM position on this page?

The most recent filing on this page is 2026 Q2, when AE Wealth Management LLC reported 2,504 shares, equal to 0.00% of portfolio, with an estimated market value of $33K.

What does the chart on this RWM ownership page compare?

The chart compares AE Wealth Management LLC's quarterly RWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AE Wealth Management LLC time their RWM position?

Based on 13F filing dates vs. subsequent RWM price moves, AE Wealth Management LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on RWM relative to SPY over the holding period was -14.1%.

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