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
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
211
New
$23.56 - $24.16 $4.97K - $5.1K
211 $5K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
1
+ 0.09%
$37.97 - $44.02 $38 - $44
1.1K $46K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
120
+ 31.75%
$42.18 - $47.24 $5.06K - $5.67K
498 $21K
JPMB
J P Morgan Usd Emerging Market

ETFs
154
New
$37.79 - $39.03 $5.82K - $6.01K
154 $5K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
80
+ 28.57%
$94.32 - $110.46 $7.55K - $8.84K
360 $34K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
110
+ 36.07%
$51.3 - $56.76 $5.64K - $6.24K
415 $21K
IYG
Ishares Tr

ETFs
55
+ 11.63%
$74.6 - $84.81 $4.1K - $4.66K
528 $41K
IYLD
Ishares Tr Ishares Morningstar

ETFs
200
New
$19.42 - $20.31 $3.88K - $4.06K
200 $4K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
69
+ 5.18%
$49.69 - $50.76 $3.43K - $3.5K
1.4K $70K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
172
+ 17.5%
$49.34 - $55.91 $8.49K - $9.62K
1.16K $57K
EDOG
Alps ETF Emerging Sector Divi

ETFs
235
New
$20.48 - $21.73 $4.81K - $5.11K
235 $4K
RTAI
Collaborative Invt Ser Tr Rare

ETFs
233
New
$21.0 - $21.96 $4.89K - $5.12K
233 $4K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
68
+ 485.71%
$50.72 - $50.92 $3.45K - $3.46K
82 $4K
MOTI
Vaneck Morningstar Internation

ETFs
131
New
$29.35 - $35.37 $3.84K - $4.63K
131 $4K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
230
New
$21.3 - $22.61 $4.9K - $5.2K
230 $4K
SCI
Service Corp International

Consumer Cyclical
9
+ 0.09%
$75.99 - $84.16 $684 - $757
9.73K $780K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
84
+ 5.58%
$55.41 - $60.74 $4.65K - $5.1K
1.59K $89K
DGS
Wisdomtree Emerging Markets Sm

ETFs
50
+ 384.62%
$47.4 - $50.24 $2.37K - $2.51K
63 $3K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
201
New
$18.18 - $18.58 $3.65K - $3.73K
201 $3K
ICSH
Blackrock Ultra Short Term Bon

ETFs
55
+ 11.83%
$50.44 - $50.7 $2.77K - $2.79K
520 $26K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1
+ 0.08%
$74.87 - $79.99 $74.9 - $80
1.25K $96K
IEO
Ishares Tr

ETFs
7
+ 1.74%
$86.02 - $99.13 $602 - $694
409 $38K
CHIQ
Global X Msci China Consumer D

ETFs
11
+ 2.11%
$17.88 - $24.06 $197 - $265
532 $11K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
130
New
$22.19 - $22.84 $2.88K - $2.97K
130 $2K
ARKW
Ark Next Generation Internet E

ETFs
57
+ 22.18%
$91.59 - $125.64 $5.22K - $7.16K
314 $29K
SDG
Ishares Trust Ishares Msci Glo

ETFs
21
+ 5.53%
$69.64 - $76.33 $1.46K - $1.6K
401 $29K
NUSC
Nuveen Esg Small Cap ETF

ETFs
49
+ 69.01%
$37.9 - $43.9 $1.86K - $2.15K
120 $4K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
86
+ 13.96%
$25.83 - $27.09 $2.22K - $2.33K
702 $18K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
20
+ 86.96%
$56.44 - $64.13 $1.13K - $1.28K
43 $2K
RFDI
First Trust ETF Iii Riverfront

ETFs
1
+ 1.25%
$61.15 - $68.44 $61.2 - $68.4
81 $5K
FMET
Fidelity Covington Tr Metavers

ETFs
78
+ 28.68%
$27.76 - $32.75 $2.17K - $2.55K
350 $9K
JCPB
J P Morgan Exchange Traded Fd

ETFs
6
+ 1.18%
$45.56 - $47.23 $273 - $283
514 $24K
FEMB
First Tr ETF Emerging Markets

ETFs
18
+ 6.95%
$25.88 - $27.49 $466 - $495
277 $7K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
312
+ 3.08%
$19.04 - $20.15 $5.94K - $6.29K
10.4K $198K
HERO
Global X Fds Video Games & Esp

ETFs
10
+ 1.28%
$23.07 - $27.32 $231 - $273
793 $19K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
45
New
$23.71 - $24.2 $1.07K - $1.09K
45 $1K
VTHR
Vanguard Russell 3000 ETF

ETFs
4
+ 21.05%
$243.2 - $272.04 $973 - $1.09K
23 $5K
GLDG
Gold Mining Inc.

Basic Materials
500
+ 3.97%
$0.77 - $0.9 $385 - $450
13.1K $11K
ARKG
Ark Genomic Revolution ETF (De

ETFs
25
+ 32.47%
$20.76 - $29.81 $519 - $745
102 $2K
URTH
Ishares Msci World ETF

ETFs
10
New
$151.24 - $164.09 $1.51K - $1.64K
10 $1K
IGF
Ishares Global Infrastructure

ETFs
22
+ 18.33%
$51.96 - $54.84 $1.14K - $1.21K
142 $7K
EWC
Ishares Msci Canada ETF

ETFs
18
+ 27.27%
$39.3 - $42.52 $707 - $765
84 $3K
IWL
Ishares Tr Russell 200 ETF

ETFs
10
+ 13.33%
$135.83 - $151.73 $1.36K - $1.52K
85 $11K
MLN
Vaneck Long Muni ETF

ETFs
3.9K
+ 2.85%
$17.22 - $18.0 $67.1K - $70.2K
141K $2.44M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1
+ 0.18%
$52.31 - $54.02 $52.3 - $54
564 $30K
FLIA
Franklin Templeton ETF Tr Libe

ETFs
53
New
$20.04 - $20.39 $1.06K - $1.08K
53 $1K
VEGI
Ishares Inc Msci Global Agricu

ETFs
13
+ 4.32%
$35.02 - $38.62 $455 - $502
314 $11K
HTZWW
Hertz Global Hldgs Inc New
708
New
$1.92 - $2.53 $1.36K - $1.79K
708 $1K
RWK
Invesco Exchange Traded Fd Tr

ETFs
6
+ 25.0%
$106.43 - $123.29 $639 - $740
30 $3K
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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