AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

EFC holding history

Ellington Financial 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.

EFC overview All 13F holders of EFC Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of EFC by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−13,091−100.0%	Sold out	Holders
Q4 2024	13,091	$158.7K	<0.1%	+1,727+15.2%	Added	Holders
Q3 2024	11,364	$146.5K	<0.1%	+11,364	New	Holders