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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BLD holding history

QXO Insulation, LLC 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.

BLD overviewAll 13F holders of BLDFull Q2 2026 holdings

Shares (Q2 2026)
659
Value
$233.7K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2021
Holdings of BLD by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026659$233.7K<0.1%−25−3.7%ReducedHolders
Q1 2026684$240.1K<0.1%00.0%UnchangedHolders
Q4 2025684$285.2K<0.1%+13+1.9%AddedHolders
Q3 2025671$262.3K<0.1%+4+0.6%AddedHolders
Q2 2025667$215.9K<0.1%+667NewHolders
Q4 20240$00.0%−534−100.0%Sold outHolders
Q3 2024534$217.4K<0.1%+534NewHolders
Q1 20240$00.0%−2,960−100.0%Sold outHolders
Q4 20232,960$1.08M<0.1%−314−9.6%ReducedHolders
Q3 20233,274$823.7K<0.1%+1,580+93.3%AddedHolders
Q2 20231,694$450.6K<0.1%+628+58.9%AddedHolders
Q1 20231,066$221.9K<0.1%+1,066NewHolders
Q1 20220$00.0%−1,005−100.0%Sold outHolders
Q4 20211,005$277.0K<0.1%+1,005NewHolders