AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
BNS holding history
Bank of Nova Scotia 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.
BNS overviewAll 13F holders of BNSFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −4,376−100.0% | Sold out | Holders |
| Q4 2024 | 4,376 | $235.1K | <0.1% | −156−3.4% | Reduced | Holders |
| Q3 2024 | 4,532 | $246.9K | <0.1% | −38−0.8% | Reduced | Holders |
| Q2 2024 | 4,570 | $208.9K | <0.1% | −259−5.4% | Reduced | Holders |
| Q1 2024 | 4,829 | $250.0K | <0.1% | −4,462−48.0% | Reduced | Holders |
| Q4 2023 | 9,291 | $431.0K | <0.1% | −17,202−64.9% | Reduced | Holders |
| Q3 2023 | 26,493 | $1.21M | <0.1% | −3,535−11.8% | Reduced | Holders |
| Q2 2023 | 30,028 | $1.50M | <0.1% | +9,592+46.9% | Added | Holders |
| Q1 2023 | 20,436 | $1.03M | <0.1% | +4,860+31.2% | Added | Holders |
| Q4 2022 | 15,576 | $762.9K | <0.1% | +8,967+135.7% | Added | Holders |
| Q3 2022 | 6,609 | $314.0K | <0.1% | +688+11.6% | Added | Holders |
| Q2 2022 | 5,921 | $351.0K | <0.1% | −90−1.5% | Reduced | Holders |
| Q1 2022 | 6,011 | $431.0K | <0.1% | +511+9.3% | Added | Holders |
| Q4 2021 | 5,500 | $394.0K | <0.1% | +1,184+27.4% | Added | Holders |
| Q3 2021 | 4,316 | $266.0K | <0.1% | +1,140+35.9% | Added | Holders |
| Q2 2021 | 3,176 | $207.0K | <0.1% | +3,176 | New | Holders |