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
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
281
+ 70.43%
$25.77 - $27.23 $7.24K - $7.65K
680 $17K
SLX
Vaneck ETF Tr Steel ETF

ETFs
44
+ 5.06%
$52.5 - $66.53 $2.31K - $2.93K
914 $60K
INDA
Ishares Msci India Index Fund

ETFs
121
+ 108.04%
$49.13 - $55.86 $5.94K - $6.76K
233 $12K
EQIX
Equinix Inc

Real Estate
14
+ 5.65%
$740.07 - $914.43 $10.4K - $12.8K
262 $208K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
98
+ 18.7%
$55.57 - $62.73 $5.45K - $6.15K
622 $38K
PTF
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.3%
$51.29 - $68.29 $103 - $137
673 $45K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
64
+ 3.72%
$27.79 - $34.16 $1.78K - $2.19K
1.78K $60K
PJP
Invesco Exchange Traded Fd Tr

ETFs
127
+ 21.53%
$74.59 - $84.45 $9.47K - $10.7K
717 $57K
FISV
Fiserv Inc

Technology
42
+ 1.02%
N/A
4.16K $520K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
100
+ 26.6%
$47.42 - $51.67 $4.74K - $5.17K
476 $24K
MILN
Global X Funds Global X Millen

ETFs
111
+ 1387.5%
$38.03 - $48.8 $4.22K - $5.42K
119 $5K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
90
+ 9.45%
$43.65 - $45.44 $3.93K - $4.09K
1.04K $47K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
99
+ 14.56%
$33.19 - $40.78 $3.29K - $4.04K
779 $30K
RWK
Invesco Exchange Traded Fd Tr

ETFs
41
+ 136.67%
$94.8 - $117.22 $3.89K - $4.81K
71 $8K
RPV
Invesco Exchange Traded Fd Tr

ETFs
40
+ 5.17%
$81.66 - $93.76 $3.27K - $3.75K
814 $76K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
26
+ 7.43%
$86.58 - $104.98 $2.25K - $2.73K
376 $39K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
82
+ 16.91%
$34.78 - $43.42 $2.85K - $3.56K
567 $24K
IDV
Ishares Tr

ETFs
9
+ 0.72%
$27.79 - $34.84 $250 - $314
1.25K $43K
IYG
Ishares Tr

ETFs
20
+ 3.79%
$68.9 - $85.6 $1.38K - $1.71K
548 $46K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
29
+ 2.64%
$37.38 - $47.11 $1.08K - $1.37K
1.13K $51K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
258
+ 1.91%
$18.83 - $19.22 $4.86K - $4.96K
13.8K $263K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
60
+ 15.79%
$15.54 - $23.35 $932 - $1.4K
440 $10K
COPX
Global X Copper Miners ETF

ETFs
35
+ 8.62%
$31.24 - $45.59 $1.09K - $1.6K
441 $19K
GEF
Greif, Inc

Consumer Cyclical
40
+ 38.46%
$49.01 - $66.46 $1.96K - $2.66K
144 $9K
HYLB
Xtrackers Usd High Yield Corp

ETFs
50
+ 2.21%
$34.72 - $36.92 $1.74K - $1.85K
2.31K $85K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
112
+ 6.05%
$43.63 - $45.4 $4.89K - $5.08K
1.96K $87K
EWG
Ishares Msci Germany ETF

ETFs
79
+ 28.94%
$33.22 - $42.57 $2.62K - $3.36K
352 $14K
EWL
Ishares Inc Msci Switzerlnd

ETFs
68
+ 72.34%
$47.04 - $56.27 $3.2K - $3.83K
162 $8K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
54
+ 8.07%
$26.03 - $35.66 $1.41K - $1.93K
723 $24K
IHE
Ishares Tr

ETFs
63
+ 67.74%
$61.0 - $68.22 $3.84K - $4.3K
156 $10K
BJUN
Innovator U.S. Equity Buffer E

ETFs
81
+ 0.71%
N/A
11.5K $448K
DEW
Wisdomtree Tr Global High Divi

ETFs
80
New
$49.61 - $57.63 $3.97K - $4.61K
80 $4K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
105
+ 66.88%
$32.65 - $41.54 $3.43K - $4.36K
262 $10K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
85
+ 38.64%
$36.36 - $41.4 $3.09K - $3.52K
305 $12K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
58
+ 69.88%
$29.41 - $37.21 $1.71K - $2.16K
141 $5K
RING
Ishares Inc Msci Global Gold M

ETFs
1
+ 0.24%
$34.72 - $45.62 $34.7 - $45.6
416 $18K
CTRA
Coterra Energy Inc.

Energy
1.29K
+ 14.98%
$22.6 - $29.07 $29K - $37.4K
9.86K $250K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
236
New
$8.01 - $16.55 $1.89K - $3.91K
236 $3K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
136
+ 71.58%
$23.94 - $30.54 $3.26K - $4.15K
326 $8K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
28
+ 215.38%
$62.11 - $78.98 $1.74K - $2.21K
41 $3K
SPC
Trust For Professional Mgr Cro

ETFs
177
New
$20.4 - $21.44 $3.61K - $3.79K
177 $3K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
33
+ 1.65%
$99.1 - $99.49 $3.27K - $3.28K
2.03K $201K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
50
+ 3.27%
$49.79 - $50.59 $2.49K - $2.53K
1.58K $79K
JCPB
J P Morgan Exchange Traded Fd

ETFs
79
+ 15.37%
$45.9 - $47.2 $3.63K - $3.73K
593 $27K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
20
+ 17.39%
$93.75 - $114.45 $1.88K - $2.29K
135 $15K
QDF
Flexshares Quality Dividend In

ETFs
43
New
$59.99 - $73.18 $2.58K - $3.15K
43 $3K
EAPR
Innovator Etfs Tr Emerging Mkt
118
New
$24.71 - $27.99 $2.92K - $3.3K
118 $3K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
16
+ 7.24%
$54.28 - $67.95 $868 - $1.09K
237 $16K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
60
New
$34.58 - $34.88 $2.07K - $2.09K
60 $2K
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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