Ae Wealth Management LLC Purchases in Q1 2025

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.48K
+ 4.77%
$23.13 - $23.41 $34.2K - $34.6K
32.5K $754K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
414
+ 249.4%
$75.32 - $84.77 $31.2K - $35.1K
580 $47K
IWC
Russell Micro Cap ETF

ETFs
315
New
$110.91 - $133.46 $34.9K - $42K
315 $34K
IDCC
Inter Digital, Inc.

Communication Services
17
+ 0.74%
$171.68 - $225.72 $2.92K - $3.84K
2.31K $477K
XPND
First Tr Exchange Traded Fd Vi
1.25K
+ 170.55%
$28.13 - $32.75 $35K - $40.8K
1.98K $55K
EMLP
First Tr Exchange Traded Iv

ETFs
761
+ 26.58%
$35.79 - $38.28 $27.2K - $29.1K
3.62K $135K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.73K
+ 8.03%
$15.0 - $15.91 $25.9K - $27.5K
23.2K $361K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
277
+ 0.33%
$38.0 - $38.88 $10.5K - $10.8K
83.1K $3.18M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
407
+ 53.69%
$64.47 - $70.13 $26.2K - $28.5K
1.17K $79K
VOD
Vodafone Group Public LTD CO

Communication Services
1.79K
+ 11.91%
$8.05 - $9.86 $14.4K - $17.7K
16.8K $157K
TDSB
Exchange Listed Fds Tr Cabana

ETFs
735
+ 3.56%
$21.55 - $22.51 $15.8K - $16.5K
21.4K $476K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.01K
+ 8.12%
$18.46 - $19.19 $18.7K - $19.5K
13.5K $259K
IQLT
Ishares Msci Intl Quality Fact

ETFs
324
+ 5.14%
$36.91 - $41.03 $12K - $13.3K
6.63K $263K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
460
+ 18.74%
$47.08 - $50.67 $21.7K - $23.3K
2.92K $146K
OMFL
Invesco Exchange Traded Self I

ETFs
543
+ 23.04%
$52.19 - $57.45 $28.3K - $31.2K
2.9K $154K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.6K
+ 81.94%
$16.18 - $17.82 $25.9K - $28.5K
3.56K $59K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
246
+ 7.29%
$48.65 - $53.06 $12K - $13.1K
3.62K $188K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
79
+ 0.55%
$110.75 - $119.78 $8.75K - $9.46K
14.5K $1.67M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
655
+ 42.48%
$26.71 - $31.58 $17.5K - $20.7K
2.2K $66K
HLN
Haleon PLC

Healthcare
1.19K
+ 6.54%
$9.02 - $10.67 $10.7K - $12.7K
19.3K $198K
DFAS
Dimensional ETF Tr U S Small C

ETFs
544
+ 42.5%
$58.81 - $68.2 $32K - $37.1K
1.82K $108K
OHI
Omega Healthcare Investors Inc

Real Estate
599
+ 7.26%
$35.7 - $38.33 $21.4K - $23K
8.85K $336K
LRNZ
Trueshares Technology, Ai & De

ETFs
896
+ 66.77%
$34.04 - $45.04 $30.5K - $40.4K
2.24K $76K
CHD
Church & Dwight CO Inc

Consumer Defensive
97
+ 4.48%
$101.42 - $113.2 $9.84K - $11K
2.26K $249K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
756
+ 25.75%
$34.28 - $36.43 $25.9K - $27.5K
3.69K $127K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
312
+ 141.82%
$74.36 - $83.68 $23.2K - $26.1K
532 $39K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
756
+ 507.38%
$28.64 - $32.91 $21.7K - $24.9K
905 $26K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.23K
+ 18.56%
$25.58 - $29.24 $31.6K - $36.1K
7.88K $206K
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
800
New
$27.75 - $29.75 $22.2K - $23.8K
800 $22K
DVYE
Ishares Emerging Markets Divid

ETFs
798
+ 1352.54%
$25.08 - $27.99 $20K - $22.3K
857 $23K
CION
Cion Investment Corp

Financial Services
4.76K
+ 17.42%
$10.35 - $12.55 $49.3K - $59.7K
32.1K $332K
NANR
Spdr Index Shs Fds S&P North A

ETFs
319
+ 75.95%
$51.78 - $56.0 $16.5K - $17.9K
739 $41K
JMEE
J P Morgan Exchange Traded Fd

ETFs
360
New
$54.51 - $63.63 $19.6K - $22.9K
360 $20K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
293
+ 32.38%
$51.39 - $57.43 $15.1K - $16.8K
1.2K $66K
XAR
Spdr S&P Aerospace & Defense E

ETFs
151
+ 15.91%
$157.71 - $180.77 $23.8K - $27.3K
1.1K $176K
SNA
Snap On Inc

Industrials
62
+ 6.03%
$324.09 - $358.62 $20.1K - $22.2K
1.09K $367K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
456
New
$40.87 - $45.28 $18.6K - $20.6K
456 $18K
IDV
Ishares Tr

ETFs
503
+ 67.79%
$27.0 - $31.7 $13.6K - $15.9K
1.25K $38K
DJD
Invesco Exchange Traded Fd Tr

ETFs
314
+ 299.05%
$50.21 - $54.3 $15.8K - $17.1K
419 $22K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
235
+ 32.64%
$47.66 - $57.45 $11.2K - $13.5K
955 $51K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
272
+ 0.85%
$21.73 - $23.02 $5.91K - $6.26K
32.3K $728K
EWY
Ishares Inc Msci South Korea E

ETFs
314
+ 436.11%
$51.16 - $58.46 $16.1K - $18.4K
386 $20K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
627
+ 13.4%
$20.2 - $22.24 $12.7K - $13.9K
5.31K $114K
XHS
Spdr S&P Health Care Services

ETFs
166
New
$90.69 - $103.0 $15.1K - $17.1K
166 $16K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
53
+ 1.66%
$47.39 - $54.26 $2.51K - $2.88K
3.26K $169K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
351
New
$39.44 - $47.66 $13.8K - $16.7K
351 $16K
FIVA
Fidelity Covington Tr

ETFs
260
+ 8.29%
$23.99 - $28.04 $6.24K - $7.29K
3.4K $90K
STLD
Steel Dynamics Inc

Basic Materials
152
+ 7.12%
N/A
2.29K $224K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
206
+ 2060.0%
$73.28 - $92.15 $15.1K - $19K
216 $15K
Activity Summary
Buys All Purchases 994 New Holdings 192 Increased Positions 802 Sells All Sells 902 Reductions 902 Sold out 0 Options Calls 0 Puts 0
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