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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

CMTG holding history

Claros Mortgage Trust, Inc. 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.

CMTG overviewAll 13F holders of CMTGFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2025
Holdings of CMTG by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−38,848−100.0%Sold outHolders
Q2 202538,848$110.7K<0.1%+10,971+39.4%AddedHolders
Q1 202527,877$104.0K<0.1%+27,877NewHolders