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
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1.31K
+ 47.86%
$24.63 - $29.39 $32.2K - $38.4K
4.04K $116K
IRBO
Ishares Robotics & Artificial

ETFs
1.29K
+ 4.08%
N/A
32.8K $1.05M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
229
+ 5.69%
$53.69 - $67.27 $12.3K - $15.4K
4.25K $285K
VDC
Vanguard Consumer Staples ETF

ETFs
185
+ 5.39%
$204.89 - $224.73 $37.9K - $41.6K
3.62K $792K
SHLS
Shoals Technologies Group, Inc.

Technology
2.74K
+ 8.62%
$3.05 - $6.11 $8.37K - $16.8K
34.6K $146K
PHO
Invesco Exchange Traded Fd Tr

ETFs
559
+ 5081.82%
$58.13 - $69.92 $32.5K - $39.1K
570 $39K
VRT
Vertiv Holdings CO

Industrials
452
+ 4.48%
N/A
10.5K $912K
RGP
Resources Connection, Inc.

Industrials
13.3K
+ 46.58%
$4.94 - $6.65 $65.9K - $88.7K
42K $225K
MGC
Vanguard Mega Cap ETF

ETFs
58
+ 5.54%
$179.23 - $224.92 $10.4K - $13K
1.11K $248K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
76
+ 2.21%
$57.14 - $72.68 $4.34K - $5.52K
3.51K $255K
QWLD
Spdr Index Shs Fds

ETFs
255
+ 71.83%
$114.78 - $134.88 $29.3K - $34.4K
610 $82K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
765
+ 34.35%
$32.0 - $39.87 $24.5K - $30.5K
2.99K $119K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
335
+ 44.37%
$75.29 - $91.16 $25.2K - $30.5K
1.09K $98K
TDOC
Teladoc Health, Inc.

Healthcare
3.01K
+ 25.65%
$6.51 - $8.71 $19.6K - $26.2K
14.7K $128K
DFIC
Dimensional ETF Tr Dimensional

ETFs
588
+ 11.31%
$24.94 - $31.15 $14.7K - $18.3K
5.79K $179K
EVRG
Evergy, Inc.

Utilities
522
+ 8.43%
$64.06 - $69.64 $33.4K - $36.4K
6.72K $462K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
510
+ 196.91%
$53.75 - $67.21 $27.4K - $34.3K
769 $50K
GPRE
Green Plains Inc.

Basic Materials
28
+ 0.1%
$3.3 - $6.03 $92.4 - $169
29K $174K
AWK
American Water Works Company, Inc.

Utilities
1.4K
+ 7.25%
$133.82 - $151.96 $187K - $213K
20.7K $2.88M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
319
+ 55.0%
$73.02 - $90.22 $23.3K - $28.8K
899 $80K
BAPR
Innovator U.S. Equity Buffer E

ETFs
326
+ 4.78%
$38.86 - $45.19 $12.7K - $14.7K
7.15K $322K
EDOC
Global X Fds Telemedicine & Di

ETFs
3.54K
+ 2857.26%
$8.53 - $9.49 $30.2K - $33.6K
3.67K $34K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
539
New
$39.47 - $62.61 $21.3K - $33.7K
539 $33K
AIG
American International Group, Inc.

Financial Services
429
+ 13.31%
$77.56 - $87.72 $33.3K - $37.6K
3.65K $312K
CCI
Crown Castle International Corp

Real Estate
406
+ 5.98%
$94.83 - $107.06 $38.5K - $43.5K
7.19K $738K
MORN
Morningstar, Inc.

Financial Services
20
+ 1.16%
$255.31 - $313.93 $5.11K - $6.28K
1.74K $546K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
148
+ 0.57%
$75.05 - $77.34 $11.1K - $11.4K
25.9K $2M
IYJ
Ishares Tr

ETFs
40
+ 1.96%
$115.07 - $142.31 $4.6K - $5.69K
2.08K $296K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
91
+ 3.29%
$28.07 - $43.66 $2.55K - $3.97K
2.86K $124K
CINF
Cincinnati Financial Corp

Financial Services
171
+ 4.2%
$126.6 - $151.6 $21.6K - $25.9K
4.24K $631K
PAVE
Global X Fds Us Infrastructure

ETFs
108
+ 2.5%
$33.78 - $43.68 $3.65K - $4.72K
4.42K $192K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
1.32K
+ 13.75%
$23.36 - $24.11 $30.8K - $31.8K
10.9K $260K
DGX
Quest Diagnostics Inc

Healthcare
209
+ 8.43%
N/A
2.69K $368K
VNQI
Vanguard Global Ex U.S. Real

ETFs
600
+ 185.76%
$37.77 - $46.15 $22.7K - $27.7K
923 $42K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
201
+ 6.18%
$46.22 - $57.51 $9.29K - $11.6K
3.46K $198K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
157
+ 38.48%
$140.84 - $163.09 $22.1K - $25.6K
565 $92K
QDPL
Pacer Fds Tr Metaurus Us Large
462
+ 12.28%
$32.46 - $39.77 $15K - $18.4K
4.23K $166K
OTIS
Otis Worldwide Corp

Industrials
433
+ 12.69%
$90.88 - $104.3 $39.4K - $45.2K
3.85K $380K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
390
+ 216.67%
$55.73 - $68.72 $21.7K - $26.8K
570 $39K
OHI
Omega Healthcare Investors Inc

Real Estate
1.07K
+ 12.05%
$35.55 - $39.05 $37.9K - $41.6K
9.91K $363K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
414
+ 2957.14%
$52.66 - $64.01 $21.8K - $26.5K
428 $27K
AON
Aon PLC

Financial Services
140
+ 24.1%
$335.85 - $398.81 $47K - $55.8K
721 $257K
KXI
Ishares Tr Global Consumer Sta

ETFs
383
+ 60.51%
$60.73 - $67.45 $23.3K - $25.8K
1.02K $66K
HDV
Ishares Core High Dividend ETF

ETFs
684
+ 4.99%
$108.41 - $120.51 $74.2K - $82.4K
14.4K $1.69M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
170
+ 1.12%
$30.71 - $34.9 $5.22K - $5.93K
15.4K $535K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
483
+ 4025.0%
$44.42 - $51.46 $21.5K - $24.9K
495 $25K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
183
+ 21.68%
$95.74 - $115.54 $17.5K - $21.1K
1.03K $117K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
9
+ 0.38%
$91.51 - $113.03 $824 - $1.02K
2.38K $269K
ISMD
Northern Lts Fd Tr Iv

ETFs
449
+ 7.38%
$29.72 - $35.6 $13.3K - $16K
6.53K $232K
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
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