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
Innovator Etfs Trust
113K
+ 3011.2%
N/A
117K $0
Fidelity Covington Trust
12.9K
+ 3021.6%
N/A
13.3K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
36
+ 3.83%
N/A
977 $0
Tidal Tr Ii
1.51K
+ 567.92%
N/A
1.77K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
536
+ 12.32%
N/A
4.89K $0
Fidelity Covington Trust
10.3K
New
N/A
10.3K $0
Innovator Etfs Trust
14.7K
+ 15.53%
N/A
110K $0
NVBW
Aim ETF Prods Tr Allianzim U S
158
+ 254.84%
N/A
220 $0
Northern Lts Fd Tr Iv
1.26K
+ 44.73%
N/A
4.09K $0
Graniteshares ETF Tr
854
New
N/A
854 $0
FIGB
Fidelity Merrimack Str Tr
1
New
N/A
1 $0
SMOT
Vaneck ETF Tr Morningstar Smid
104
+ 200.0%
N/A
156 $0
FSCO
Fs Cr Opportunities Corp Com
6.1K
+ 38.79%
N/A
21.8K $0
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
25
New
$20.29 - $21.52 $507 - $538
25 $0
Reddit Inc
2.23K
New
N/A
2.23K $0
Tidal Tr Ii
388
+ 41.68%
N/A
1.32K $0
Aim ETF Products Trust
399K
+ 25006.21%
N/A
400K $0
Aim ETF Products Trust
1.07K
+ 8.3%
N/A
14K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3
+ 0.08%
N/A
4K $162K
DRIP
Direxion Daily S&P Oil & Gas E

ETFs
1
New
$8.68 - $16.47 $8.68 - $16.5
1 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
225
+ 12.88%
N/A
1.97K $0
Aim ETF Products Trust
968
+ 25.04%
N/A
4.83K $0
Aim ETF Products Trust
317K
+ 282739.28%
N/A
317K $0
Tidal Tr Ii
56
+ 18.48%
N/A
359 $0
LENB
Lennar Corporation Cl B
34
New
N/A
34 $0
Ea Series Trust
634
+ 1.67%
N/A
38.6K $0
FDLS
Northern Lts Fd Tr Iv Inspire
4.26K
+ 19.3%
N/A
26.3K $0
Innovator Etfs Trust
168
+ 2.75%
N/A
6.29K $0
Innovator Etfs Trust
214
New
N/A
214 $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
1.68K
New
N/A
1.68K $0
JSML
Janus Detroit Str Tr Henderson

ETFs
1
New
$54.0 - $67.45 $54 - $67.5
1 $0
DRN
Direxion Shs ETF Tr Direxion D

ETFs
48
New
$7.08 - $10.5 $340 - $504
48 $0
ALCC
Alt C Acquisition Corp.

Financial Services
12.9K
+ 18.63%
N/A
82.3K $0
Innovator Etfs Trust
88.1K
+ 4124.71%
N/A
90.3K $0
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
840
+ 3.61%
$13.74 - $15.66 $11.5K - $13.2K
24.1K $358K
RIO
Rio Tinto PLC

Basic Materials
223
+ 2.37%
$52.32 - $62.75 $11.7K - $14K
9.61K $560K
MPW
Medical Properties Trust Inc

Real Estate
11.8K
+ 36.6%
$4.31 - $5.91 $50.7K - $69.5K
43.9K $189K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
8
+ 0.68%
$15.62 - $27.73 $125 - $222
1.19K $27K
PAA
Plains All American Pipeline LP

Energy
858
+ 6.94%
$16.03 - $20.28 $13.8K - $17.4K
13.2K $242K
NMFC
New Mountain Finance Corp

Financial Services
55
+ 0.51%
$9.11 - $11.09 $501 - $610
10.9K $114K
DEO
Diageo PLC

Consumer Defensive
131
+ 2.74%
$99.86 - $115.75 $13.1K - $15.2K
4.91K $495K
PRI
Primerica, Inc.

Financial Services
5
+ 0.63%
$244.39 - $290.62 $1.22K - $1.45K
802 $219K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
170
+ 0.99%
$12.71 - $14.52 $2.16K - $2.47K
17.3K $241K
EBC
Eastern Bankshares, Inc.

Financial Services
412
+ 3.18%
$14.18 - $16.5 $5.84K - $6.8K
13.4K $204K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
840
+ 2.94%
$19.12 - $22.36 $16.1K - $18.8K
29.4K $629K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
95
+ 0.38%
$66.5 - $71.25 $6.32K - $6.77K
25.1K $1.75M
KHC
Kraft Heinz CO

Consumer Defensive
15.4K
+ 17.16%
$25.61 - $30.81 $394K - $474K
105K $2.71M
CION
Cion Investment Corp

Financial Services
1.04K
+ 3.25%
$8.68 - $10.48 $9.06K - $10.9K
33.1K $316K
LNC
Lincoln National Corp

Financial Services
136
+ 0.7%
$28.95 - $37.27 $3.94K - $5.07K
19.5K $673K
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email