Ae Wealth Management LLC Purchases in Q2 2025

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGR
Cbre Global Real Estate Income Fund

Financial Services
12.7K
New
$4.33 - $5.29 $55K - $67.2K
12.7K $67K
QCON
American Centy ETF Tr Quality
1.21K
+ 40.68%
$42.37 - $47.53 $51.4K - $57.6K
4.19K $199K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
35
+ 0.92%
$29.19 - $50.24 $1.02K - $1.76K
3.85K $193K
ALLE
Allegion PLC

Industrials
234
+ 9.98%
$118.52 - $145.64 $27.7K - $34.1K
2.58K $371K
DVY
Ishares Tr

ETFs
574
+ 7.81%
$118.37 - $134.86 $67.9K - $77.4K
7.92K $1.05M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.77K
+ 6.7%
$26.18 - $26.93 $72.5K - $74.6K
44.1K $1.18M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.02K
+ 183.88%
$47.63 - $60.01 $48.3K - $60.9K
1.57K $93K
RGLD
Royal Gold Inc

Basic Materials
98
+ 3.06%
$155.48 - $186.71 $15.2K - $18.3K
3.3K $586K
RPG
Invesco Exchange Traded Fd Tr

ETFs
978
+ 40.94%
$33.86 - $45.77 $33.1K - $44.8K
3.37K $154K
FTHI
First Trust Exchange Traded Fd

ETFs
1.23K
+ 3.66%
$19.66 - $22.85 $24.2K - $28.1K
34.9K $797K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
231
+ 7.94%
$97.68 - $121.38 $22.6K - $28K
3.14K $381K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.53K
+ 5.46%
$32.62 - $33.58 $49.9K - $51.3K
29.5K $991K
BR
Broadridge Financial Solutions, Inc.

Technology
246
+ 19.85%
$217.22 - $246.25 $53.4K - $60.6K
1.49K $360K
HSBC
Hsbc Holdings PLC

Financial Services
616
+ 9.12%
$46.68 - $61.09 $28.8K - $37.6K
7.37K $447K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
346
+ 6.91%
$65.84 - $80.81 $22.8K - $28K
5.35K $428K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.18K
New
$22.25 - $28.0 $48.4K - $60.9K
2.18K $60K
CI
Cigna Corp

Healthcare
160
+ 3.94%
$301.89 - $340.04 $48.3K - $54.4K
4.22K $1.39M
ROKU
Roku, Inc

Communication Services
11
+ 0.33%
$55.1 - $87.89 $606 - $967
3.34K $293K
K
Kellogg CO

Consumer Defensive
976
+ 15.63%
$77.85 - $82.88 $76K - $80.9K
7.22K $574K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.03K
+ 15.93%
$27.26 - $34.48 $28.1K - $35.5K
7.51K $258K
SPFF
Global X Superincome Preferred

ETFs
6.65K
+ 15.34%
$8.34 - $8.97 $55.5K - $59.7K
50K $448K
RMBS
Rambus Inc

Technology
7
+ 0.15%
$42.9 - $64.02 $300 - $448
4.74K $303K
FXN
First Tr Exchange Traded Fd Fi

ETFs
4.82K
+ 40.06%
$12.88 - $16.75 $62K - $80.7K
16.8K $255K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
666
+ 97.65%
$65.41 - $79.66 $43.6K - $53.1K
1.35K $107K
DFAS
Dimensional ETF Tr U S Small C

ETFs
771
+ 42.27%
$52.31 - $63.72 $40.3K - $49.1K
2.6K $165K
ING
Ing Groep Nv

Financial Services
948
+ 6.11%
$16.62 - $21.98 $15.8K - $20.8K
16.5K $359K
AGNC
Agnc Investment Corp.

Real Estate
6.33K
+ 62.01%
$8.12 - $9.49 $51.4K - $60K
16.5K $151K
MFC
Manulife Financial Corp

Financial Services
1.47K
+ 21.53%
$26.93 - $32.44 $39.6K - $47.8K
8.31K $265K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
567
+ 1.6%
$82.21 - $83.12 $46.6K - $47.1K
36K $2.98M
IBHG
Ishares Tr Ibonds 2027 Term Hi
2K
+ 5.55%
$21.56 - $22.54 $43K - $45K
37.9K $854K
PRAY
Shp ETF Tr Fis Biblically Resp
185
+ 0.9%
$25.39 - $30.62 $4.7K - $5.66K
20.8K $637K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.02K
+ 21.83%
$22.43 - $23.23 $45.4K - $47K
11.3K $262K
JKHY
Henry Jack & Associates Inc

Technology
287
+ 24.16%
$163.54 - $186.02 $46.9K - $53.4K
1.48K $265K
APAM
Artisan Partners Asset Management Inc.

Financial Services
454
+ 8.43%
$33.85 - $44.55 $15.4K - $20.2K
5.84K $258K
SHEL
Shell PLC

Energy
1.13K
+ 10.15%
$59.75 - $73.05 $67.5K - $82.5K
12.3K $863K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
1.1K
+ 85.96%
$33.42 - $40.68 $36.8K - $44.8K
2.38K $96K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.08K
+ 43.34%
$31.44 - $36.79 $34K - $39.8K
3.58K $131K
URA
Global X Uranium ETF

ETFs
797
+ 77.68%
$20.26 - $38.81 $16.1K - $30.9K
1.82K $70K
SQ
Block, Inc.

Technology
790
+ 11.61%
N/A
7.59K $434K
AZN
Astrazeneca PLC

Healthcare
1.13K
+ 11.66%
$64.87 - $75.0 $73.2K - $84.7K
10.8K $755K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.09K
+ 7.54%
$7.69 - $11.46 $16K - $23.9K
29.7K $340K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
701
+ 5.22%
$36.25 - $42.28 $25.4K - $29.6K
14.1K $597K
QPFF
American Centy ETF Tr Quality
1.25K
+ 43.03%
$33.63 - $35.38 $41.9K - $44.1K
4.15K $146K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
1.56K
+ 26.62%
$14.74 - $18.95 $23K - $29.5K
7.41K $140K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
314
+ 89.46%
$101.97 - $126.75 $32K - $39.8K
665 $84K
PKG
Packaging Corp Of America

Consumer Cyclical
287
+ 24.64%
$175.97 - $201.36 $50.5K - $57.8K
1.45K $273K
WTRG
Essential Utilities, Inc.

Utilities
1.82K
+ 17.71%
$36.92 - $41.39 $67K - $75.2K
12.1K $448K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.93K
+ 17.48%
$23.54 - $27.53 $45.3K - $53K
12.9K $334K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
882
+ 165.79%
$41.9 - $50.31 $37K - $44.4K
1.41K $68K
Activity Summary
Buys All Purchases 1087 New Holdings 146 Increased Positions 941 Sells All Sells 825 Reductions 823 Sold out 2 Options Calls 10 Puts 0
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email