AEF Holdings Changes

This page summarizes the AEF holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether AEF is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing AEF Share Count
Blue Bell Private Wealth Management LLC	1,590	34,866	+33,276	+2092.83%
Uncommon Cents Investing LLC	260,329	269,411	+9,082	+3.49%
13F Filers Reporting New Positions In AEF
CWM LLC	0	1,486	+1,486	+100%
13F Filers With Unchanged Share Count
Wesbanco Bank Inc.	14,283	14,283	UNCH	0.00%
Daymark Wealth Partners LLC	10,000	10,000	UNCH	0.00%
13F Filers Decreasing AEF Share Count
Wealth Enhancement Advisory Services LLC	42,025	12,974	-29,051	-69.13%
Raymond James & Associates	615,276	499,637	-115,639	-18.79%
Allspring Global Investments Holdings LLC	5,832,002	5,347,647	-484,355	-8.31%
13F Filers Exiting AEF
Spire Wealth Management	272	0	-272	-100.00%
Allworth Financial LP	98	0	-98	-100.00%
Fifth Third Bancorp	7,220	0	-7,220	-100.00%

See Summary: Institutional Holders of AEF
See Details: Top 10 Hedge Funds Holding AEF
Also See: AEF Insider Buying

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