AE Wealth Management LLC

Position in XPO — XPO, Inc.

CIK 1697723 TOPEKA, KS

Position in XPO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,345,141

+$422,648 QoQ

Shares Held

21,166

+5.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#213

of 748 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $6,348,985 across 4 Trucking names. XPO ranks #1 (68.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc. This page	21,166	$4,345,141
2	ODFL	Old Dominion Freight Line, Inc.	5,264	$1,140,175
3	KNX	Knight-Swift Transportation Holdings Inc.	8,133	$633,302
4	SAIA	Saia Inc	547	$230,367

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,345,141	21,166	+5.0%	Shares	Other	2026-08-03
2026-03-31	$3,922,493	20,162	+575.7%	Shares	Other	2026-05-13
2025-12-31	$405,544	2,984	+25.7%	Shares	Other	2026-01-26
2025-09-30	$306,882	2,374	-0.6%	Shares	Other	2025-11-03
2025-06-30	$301,577	2,388	-7.5%	Shares	Other	2025-08-06
2025-03-31	$277,660	2,581	-32.3%	Shares	Other	2025-05-06
2024-12-31	$499,671	3,810	+18.8%	Shares	Other	2025-02-13
2024-09-30	$344,886	3,208	+8.0%	Shares	Other	2024-11-14
2024-06-30	$315,366	2,971	-11.1%	Shares	Other	2024-08-12
2024-03-31	$407,699	3,341	+4.9%	Shares	Other	2024-05-15
2023-12-31	$279,061	3,186	+2.9%	Shares	Sole	2024-02-14
2023-09-30	$231,147	3,096	-76.6%	Shares	Sole	2023-10-11
2023-06-30	$779,449	13,211	+68.1%	Shares	Sole	2023-07-10
2023-03-31	$250,670	7,858	+150.4%	Shares	Sole	2023-04-14
2022-03-31	$228,446	3,138	+6.2%	Shares	Sole	2022-04-18
2021-12-31	$228,805	2,955	+2.1%	Shares	Sole	2022-01-20
2021-09-30	$230,224	2,893	+5.4%	Shares	Sole	2021-11-01
2021-06-30	$383,997	2,745	+8.2%	Shares	Sole	2021-07-21
2021-03-31	$312,688	2,536	+0.5%	Shares	Sole	2021-04-27
2020-12-31	$300,741	2,523	+0.4%	Shares	Sole	2021-02-01
2020-09-30	$212,750	2,513	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.