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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

SHLS holding history

Shoals Technologies Group, 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.

SHLS overviewAll 13F holders of SHLSFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of SHLS by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−41,553−100.0%Sold outHolders
Q4 202541,553$353.2K<0.1%+7,315+21.4%AddedHolders
Q3 202534,238$253.7K<0.1%−330−1.0%ReducedHolders
Q2 202534,568$146.9K<0.1%+2,743+8.6%AddedHolders
Q1 202531,825$105.7K<0.1%+31,825NewHolders