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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
228
+ 26.09%
$62.73 - $78.42 $14.3K - $17.9K
1.1K $85K
TNET
Trinet Group, Inc.

Industrials
541
+ 20.66%
$72.67 - $86.45 $39.3K - $46.8K
3.16K $231K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
989
+ 27.25%
$21.85 - $22.76 $21.6K - $22.5K
4.62K $105K
TOL
Toll Brothers, Inc.

Consumer Cyclical
10
+ 0.37%
$90.5 - $114.3 $905 - $1.14K
2.71K $309K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
588
+ 13.97%
$50.56 - $59.57 $29.7K - $35K
4.8K $248K
EWJ
Ishares Msci Japan ETF

ETFs
207
+ 16.51%
$61.32 - $75.28 $12.7K - $15.6K
1.46K $109K
URTH
Ishares Msci World ETF

ETFs
140
+ 1400.0%
$136.3 - $169.38 $19.1K - $23.7K
150 $25K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
277
+ 14.23%
$36.01 - $45.69 $9.97K - $12.7K
2.22K $101K
JHML
John Hancock Multifactor Large

ETFs
335
New
$59.74 - $73.35 $20K - $24.6K
335 $24K
PNQI
Invesco Nasdaq Internet ETF

ETFs
219
+ 15.02%
$39.02 - $52.21 $8.55K - $11.4K
1.68K $87K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
313
+ 214.38%
$53.5 - $71.62 $16.7K - $22.4K
459 $32K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.17K
+ 372.7%
$19.44 - $19.56 $22.8K - $23K
1.49K $29K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
385
+ 17.01%
$33.13 - $40.67 $12.8K - $15.7K
2.65K $107K
FID
First Tr Exchange Trded Fd Vi

ETFs
648
+ 14.55%
$15.86 - $19.39 $10.3K - $12.6K
5.1K $98K
PRF
Invesco Exchange Traded Fd Tr

ETFs
299
+ 5.95%
$35.77 - $42.27 $10.7K - $12.6K
5.33K $225K
IR
Ingersoll Rand Inc.

Industrials
151
+ 5.46%
$66.75 - $84.94 $10.1K - $12.8K
2.92K $242K
HIG
Hartford Financial Services Group, Inc.

Financial Services
105
+ 4.37%
$109.83 - $131.67 $11.5K - $13.8K
2.51K $318K
IAI
Ishares Tr Us Broker Dealers &

ETFs
112
+ 141.77%
$122.04 - $169.14 $13.7K - $18.9K
191 $32K
ITM
Vaneck Intermediate Muni ETF

ETFs
475
New
$44.27 - $45.82 $21K - $21.8K
475 $21K
TRP
Tc Energy Corp

Energy
196
+ 2.84%
$44.48 - $51.4 $8.72K - $10.1K
7.1K $346K
IYT
Ishares Tr U.S. Transportation

ETFs
307
+ 614.0%
$55.22 - $68.54 $17K - $21K
357 $24K
IXC
Ishares Tr Global Energy ETF

ETFs
684
+ 32.93%
$34.69 - $42.32 $23.7K - $28.9K
2.76K $108K
CNHI
Cnh Industrial N.V.

Industrials
1.94K
+ 9.74%
N/A
21.9K $227K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
3.42K
+ 18.74%
$9.18 - $11.13 $31.4K - $38K
21.6K $223K
IGM
Ishares Expanded Tech Sector E

ETFs
48
+ 7.49%
$79.8 - $112.34 $3.83K - $5.39K
689 $77K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
615
New
$31.07 - $32.25 $19.1K - $19.8K
615 $19K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
182
+ 42.72%
$65.04 - $82.18 $11.8K - $15K
608 $49K
XDQQ
Innovator Etfs Tr Growth Accel
319
+ 15.07%
$28.17 - $34.91 $8.99K - $11.1K
2.44K $85K
HTGC
Hercules Capital, Inc.

Financial Services
2.31K
+ 8.83%
$16.24 - $19.1 $37.4K - $44K
28.4K $519K
STOT
Spdr Doubleline Short Duration

ETFs
396
+ 1721.74%
$46.87 - $47.35 $18.6K - $18.8K
419 $19K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
211
New
$68.32 - $85.57 $14.4K - $18.1K
211 $18K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
187
+ 11.76%
$50.39 - $60.05 $9.42K - $11.2K
1.78K $106K
SIL
Global X Silver Miners ETF

ETFs
211
+ 26.91%
$33.97 - $49.02 $7.17K - $10.3K
995 $47K
DWM
Wisdomtree Tr

ETFs
250
+ 140.45%
$52.06 - $63.91 $13K - $16K
428 $27K
AEE
Ameren Corp

Utilities
306
+ 9.55%
$94.23 - $101.68 $28.8K - $31.1K
3.51K $337K
CNC
Centene Corp

Healthcare
734
+ 19.78%
$53.4 - $64.29 $39.2K - $47.2K
4.44K $241K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
210
+ 9.71%
$46.76 - $57.2 $9.82K - $12K
2.37K $135K
DOX
Amdocs LTD

Technology
177
+ 4.52%
$80.46 - $94.08 $14.2K - $16.7K
4.1K $373K
KOPN
Kopin Corp

Technology
10K
New
$0.74 - $1.67 $7.4K - $16.7K
10K $15K
UVV
Universal Corp

Consumer Defensive
114
+ 3.05%
$50.84 - $65.39 $5.8K - $7.45K
3.85K $224K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
151
+ 12.07%
$68.45 - $79.52 $10.3K - $12K
1.4K $111K
SLVP
Ishares Msci Global Silver And

ETFs
542
+ 34.0%
$12.77 - $18.26 $6.92K - $9.9K
2.14K $38K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
293
+ 88.25%
$49.98 - $50.26 $14.6K - $14.7K
625 $31K
ARGT
Global X Msci Argentina ETF

ETFs
171
New
$70.3 - $94.5 $12K - $16.2K
171 $14K
YJUN
First Tr Exchange Traded Fd Vi
545
+ 111.68%
$21.32 - $24.75 $11.6K - $13.5K
1.03K $25K
XDSQ
Innovator Etfs Tr Us Equity Ac
231
+ 11.3%
$30.8 - $37.38 $7.11K - $8.63K
2.28K $85K
GTO
Invesco Actively Managed ETF T

ETFs
302
+ 201.33%
$45.73 - $47.2 $13.8K - $14.3K
452 $21K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
142
+ 24.07%
$42.19 - $56.47 $5.99K - $8.02K
732 $41K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7
+ 0.6%
$86.93 - $109.64 $609 - $767
1.17K $128K
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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