AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

XM holding history

Qualtrics International 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of XM by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−55,791−100.0%	Sold out	Holders
Q4 2022	55,791	$579.1K	<0.1%	+55,791	New	Holders
Q4 2021	0	$0	0.0%	−15,607−100.0%	Sold out	Holders
Q3 2021	15,607	$667.0K	<0.1%	+15,607	New	Holders