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
SXI
Standex International Corp

Industrials
139
+ 7.21%
$130.91 - $162.93 $18.2K - $22.6K
2.07K $323K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
519
+ 1.6%
$22.57 - $23.23 $11.7K - $12.1K
33K $767K
GNL
Global Net Lease, Inc.

Real Estate
3.16K
+ 14.36%
$6.82 - $8.08 $21.5K - $25.5K
25.1K $189K
HLN
Haleon PLC

Healthcare
1.07K
+ 5.53%
$9.27 - $11.41 $9.9K - $12.2K
20.4K $211K
SOXL
Direxion Daily Semiconductor B

ETFs
160
+ 15.5%
$8.25 - $25.2 $1.32K - $4.03K
1.19K $29K
PSA
Public Storage

Real Estate
73
+ 4.69%
$266.31 - $309.77 $19.4K - $22.6K
1.63K $478K
EUSB
Ishares Tr Esg Advanced Total

Technology
309
+ 27.25%
$42.54 - $43.56 $13.1K - $13.5K
1.44K $62K
BHP
Bhp Group LTD

Basic Materials
351
+ 4.1%
$40.22 - $50.88 $14.1K - $17.9K
8.91K $428K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
251
+ 54.8%
$37.51 - $45.52 $9.42K - $11.4K
709 $32K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
235
+ 1.54%
$9.38 - $10.43 $2.2K - $2.45K
15.5K $162K
METV
Listed Fds Tr Roundhill Ball M

ETFs
354
+ 17.62%
$11.59 - $17.03 $4.1K - $6.03K
2.36K $40K
SO
Southern CO

Utilities
181
+ 0.41%
$84.91 - $92.56 $15.4K - $16.8K
44K $4.04M
EXI
Ishares Global Industrials ETF

ETFs
63
+ 116.67%
$129.37 - $165.38 $8.15K - $10.4K
117 $19K
NEAR
Blackrock Short Maturity Bond

ETFs
218
+ 27.08%
$50.41 - $51.17 $11K - $11.2K
1.02K $52K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
197
+ 10.03%
$44.39 - $49.11 $8.74K - $9.67K
2.16K $102K
XSMO
Invesco S&P Smallcap Momentum

ETFs
31
+ 1.61%
$55.15 - $68.11 $1.71K - $2.11K
1.96K $133K
DRIV
Global X Fds Global X Autonomo

ETFs
464
+ 116.58%
$17.75 - $23.51 $8.24K - $10.9K
862 $20K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
579
New
$20.16 - $20.49 $11.7K - $11.9K
579 $11K
AZO
Autozone Inc

Consumer Cyclical
5
+ 7.25%
$3478.38 - $3880.15 $17.4K - $19.4K
74 $274K
FDRR
Fidelity Covington Tr Divid Et

ETFs
150
+ 22.12%
$43.98 - $54.23 $6.6K - $8.13K
828 $44K
EZA
Ishares Msci South Africa ETF

ETFs
204
+ 703.45%
$40.54 - $54.77 $8.27K - $11.2K
233 $12K
CBSH
Commerce Bancshares Inc

Financial Services
162
+ 2.61%
$55.42 - $65.63 $8.98K - $10.6K
6.37K $396K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
555
New
$17.5 - $18.46 $9.71K - $10.2K
555 $10K
DGS
Wisdomtree Emerging Markets Sm

ETFs
184
+ 292.06%
$43.34 - $55.24 $7.97K - $10.2K
247 $13K
IGF
Ishares Global Infrastructure

ETFs
157
+ 110.56%
$50.55 - $59.83 $7.94K - $9.39K
299 $17K
EPOL
Ishares Tr Msci Poland ETF

ETFs
308
+ 1621.05%
$24.54 - $32.26 $7.56K - $9.94K
327 $10K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
405
+ 117.39%
N/A
750 $15K
BOTZ
Global X Fds

ETFs
226
+ 51.6%
$24.51 - $32.65 $5.54K - $7.38K
664 $21K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
215
New
$35.95 - $42.85 $7.73K - $9.21K
215 $9K
DAX
Global X Fds Dax Germany ETF

ETFs
222
New
$34.84 - $44.93 $7.73K - $9.97K
222 $9K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
149
+ 709.52%
$40.95 - $57.85 $6.1K - $8.62K
170 $9K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
446
+ 12.7%
$212.1 - $244.27 $94.6K - $109K
3.96K $865K
GTN
Gray Television Inc

Communication Services
459
+ 1.86%
$3.2 - $4.64 $1.47K - $2.13K
25.2K $114K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
18
+ 0.63%
$54.27 - $63.01 $977 - $1.13K
2.88K $180K
IGE
Ishares Tr North Amern Nat Res

ETFs
189
New
$38.21 - $46.01 $7.22K - $8.7K
189 $8K
IXJ
Ishares Global Healthcare ETF

ETFs
495
+ 7.24%
$82.3 - $90.02 $40.7K - $44.6K
7.33K $631K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
300
New
$26.27 - $28.07 $7.88K - $8.42K
300 $8K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
350
+ 77.78%
$22.36 - $23.73 $7.83K - $8.31K
800 $18K
CLOU
Global X Fds Cloud Computing E

ETFs
305
+ 219.42%
$18.31 - $23.55 $5.58K - $7.18K
444 $10K
NEOG
Neogen Corp

Healthcare
10.8K
+ 94.24%
$4.39 - $8.59 $47.2K - $92.4K
22.2K $106K
PB
Prosperity Bancshares Inc

Financial Services
172
+ 3.85%
$63.76 - $73.75 $11K - $12.7K
4.64K $325K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
11K
+ 39.36%
$2.25 - $3.66 $24.7K - $40.2K
38.8K $110K
RPM
Rpm International Inc

Basic Materials
188
+ 7.92%
$96.97 - $117.58 $18.2K - $22.1K
2.56K $281K
SMIN
Ishares Msci India Small Cap I

ETFs
85
+ 229.73%
$64.64 - $77.18 $5.49K - $6.56K
122 $9K
PICK
Ishares Inc Msci Global Select

ETFs
116
+ 6.3%
$30.23 - $38.24 $3.51K - $4.44K
1.96K $73K
MLPX
Global X Mlp & Energy Infrastr

ETFs
134
+ 17.05%
$55.32 - $65.02 $7.41K - $8.71K
920 $57K
QDEF
Flexshares Quality Div Defensi

ETFs
50
+ 6.44%
$62.5 - $74.05 $3.13K - $3.7K
826 $61K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
463
+ 4.44%
$18.11 - $18.97 $8.38K - $8.78K
10.9K $205K
COMB
Graniteshares ETF Tr Bloomber

ETFs
362
New
$19.77 - $22.01 $7.16K - $7.97K
362 $7K
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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