AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
BGT holding history
BlackRock Floating Rate Income Trust in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BGT overviewAll 13F holders of BGTFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −15,234−100.0% | Sold out | Holders |
| Q4 2023 | 15,234 | $185.4K | <0.1% | +15,234 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −252,065−100.0% | Sold out | Holders |
| Q2 2023 | 252,065 | $2.94M | <0.1% | +88,261+53.9% | Added | Holders |
| Q1 2023 | 163,804 | $1.84M | <0.1% | +163,804 | New | Holders |