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
CBU
Community Bank System, Inc.

Financial Services
42
+ 1.06%
$50.88 - $58.16 $2.14K - $2.44K
3.99K $226K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1K
+ 82.64%
$2.06 - $3.0 $2.06K - $3K
2.21K $5K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
48
+ 208.7%
$41.42 - $46.68 $1.99K - $2.24K
71 $3K
FTQI
First Trust ETF Vi First Trust

ETFs
21
+ 1.15%
$16.83 - $19.58 $353 - $411
1.85K $36K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
10
+ 7.04%
$55.24 - $68.55 $552 - $686
152 $10K
GLDG
Gold Mining Inc.

Basic Materials
5.68K
+ 43.36%
$0.72 - $0.86 $4.09K - $4.88K
18.8K $13K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
21
+ 9.21%
$26.53 - $32.81 $557 - $689
249 $8K
MAGA
ETF Ser Solutions

ETFs
40
+ 9.59%
$42.65 - $50.13 $1.71K - $2.01K
457 $22K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
25
+ 8.5%
$72.12 - $76.23 $1.8K - $1.91K
319 $24K
VTHR
Vanguard Russell 3000 ETF

ETFs
3
+ 13.04%
$218.71 - $272.75 $656 - $818
26 $7K
VEGI
Ishares Inc Msci Global Agricu

ETFs
9
+ 2.87%
$33.43 - $41.08 $301 - $370
323 $13K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.04K
+ 3.62%
$32.56 - $35.71 $33.9K - $37.1K
29.7K $982K
UTHR
United Therapeutics Corp

Healthcare
61
+ 7.6%
$276.47 - $328.4 $16.9K - $20K
864 $248K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
11
New
$82.14 - $94.68 $904 - $1.04K
11 $1K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.09%
$121.58 - $136.74 $486 - $547
4.4K $597K
VLY
Valley National Bancorp

Financial Services
63
+ 0.48%
$7.87 - $9.2 $496 - $580
13.2K $117K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
10
+ 83.33%
$44.64 - $55.3 $446 - $553
22 $1K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
5
+ 3.91%
$71.94 - $86.02 $360 - $430
133 $11K
SDG
Ishares Trust Ishares Msci Glo

ETFs
7
+ 1.75%
$65.66 - $77.49 $460 - $542
408 $30K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
16
+ 59.26%
$55.86 - $68.61 $894 - $1.1K
43 $2K
PKW
Invesco Exchange Traded Fd Tr

ETFs
16
New
$98.58 - $123.6 $1.58K - $1.98K
16 $1K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
5
+ 13.16%
$62.52 - $78.19 $313 - $391
43 $3K
Tidal Tr Ii
15.1K
+ 37.35%
N/A
55.5K $0
Crane Company
63
+ 1.97%
N/A
3.25K $0
Fidelity Covington Trust
299
+ 29900.0%
N/A
300 $0
Global X Fds
826
+ 30.56%
N/A
3.53K $0
Amplify ETF Tr
63
+ 6.95%
N/A
970 $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
2
+ 0.31%
N/A
645 $0
Linde PLC
3.08K
+ 26.84%
N/A
14.6K $0
Blackrock ETF Trust Ii
41.3K
+ 28.01%
N/A
189K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
119K
+ 12.71%
N/A
1.05M $0
Pimco ETF Tr
609
+ 5.33%
N/A
12K $0
American Centy ETF Tr
111K
+ 23.83%
N/A
578K $0
NFTY
First Tr Alphadex Fd Ii India
16
New
N/A
16 $0
Bunge Global Sa
154K
+ 1596.26%
N/A
164K $0
Smurfit Westrock PLC
317K
New
N/A
317K $0
CARY
Angel Oak Fds Tr Income Etf(De
34.9K
New
N/A
34.9K $0
Rocket Lab Corp
7.8K
New
N/A
7.8K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
23.7K
+ 19.62%
N/A
145K $0
Pimco ETF Tr
1.36M
+ 43.08%
N/A
4.53M $0
Aim ETF Products Trust
321K
+ 286681.25%
N/A
321K $0
Blackrock ETF Trust Ii
14.8K
+ 7.27%
N/A
218K $0
Blackrock ETF Trust
533K
+ 282.76%
N/A
721K $0
DRLL
Ea Ser Tr Strive U S Energy Et
697
+ 20.58%
N/A
4.08K $0
Pimco ETF Tr
484K
+ 54.97%
N/A
1.37M $0
YOLO
Advisorshares Tr Pure Cannabis

ETFs
212
+ 106.53%
$1.5 - $2.03 $318 - $430
411 $0
Lam Research Corp
7.12K
+ 19.2%
N/A
44.2K $0
Trust For Professional Manag
4.12K
New
N/A
4.12K $0
Global X Fds
2.72K
+ 23.08%
N/A
14.5K $0
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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