Ae Wealth Management LLC Incresed Positions in Q1 2025

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
55
+ 11.83%
$50.44 - $50.7 $2.77K - $2.79K
520 $26K
DGS
Wisdomtree Emerging Markets Sm

ETFs
50
+ 384.62%
$47.4 - $50.24 $2.37K - $2.51K
63 $3K
NUSC
Nuveen Esg Small Cap ETF

ETFs
49
+ 69.01%
$37.9 - $43.9 $1.86K - $2.15K
120 $4K
IEO
Ishares Tr

ETFs
7
+ 1.74%
$86.02 - $99.13 $602 - $694
409 $38K
SDG
Ishares Trust Ishares Msci Glo

ETFs
21
+ 5.53%
$69.64 - $76.33 $1.46K - $1.6K
401 $29K
ARKW
Ark Next Generation Internet E

ETFs
57
+ 22.18%
$91.59 - $125.64 $5.22K - $7.16K
314 $29K
CHIQ
Global X Msci China Consumer D

ETFs
11
+ 2.11%
$17.88 - $24.06 $197 - $265
532 $11K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1
+ 0.08%
$74.87 - $79.99 $74.9 - $80
1.25K $96K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
86
+ 13.96%
$25.83 - $27.09 $2.22K - $2.33K
702 $18K
JCPB
J P Morgan Exchange Traded Fd

ETFs
6
+ 1.18%
$45.56 - $47.23 $273 - $283
514 $24K
MLN
Vaneck Long Muni ETF

ETFs
3.9K
+ 2.85%
$17.22 - $18.0 $67.1K - $70.2K
141K $2.44M
EWC
Ishares Msci Canada ETF

ETFs
18
+ 27.27%
$39.3 - $42.52 $707 - $765
84 $3K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1
+ 0.18%
$52.31 - $54.02 $52.3 - $54
564 $30K
GLDG
Gold Mining Inc.

Basic Materials
500
+ 3.97%
$0.77 - $0.9 $385 - $450
13.1K $11K
RFDI
First Trust ETF Iii Riverfront

ETFs
1
+ 1.25%
$61.15 - $68.44 $61.2 - $68.4
81 $5K
IWL
Ishares Tr Russell 200 ETF

ETFs
10
+ 13.33%
$135.83 - $151.73 $1.36K - $1.52K
85 $11K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
312
+ 3.08%
$19.04 - $20.15 $5.94K - $6.29K
10.4K $198K
ARKG
Ark Genomic Revolution ETF (De

ETFs
25
+ 32.47%
$20.76 - $29.81 $519 - $745
102 $2K
VTHR
Vanguard Russell 3000 ETF

ETFs
4
+ 21.05%
$243.2 - $272.04 $973 - $1.09K
23 $5K
IGF
Ishares Global Infrastructure

ETFs
22
+ 18.33%
$51.96 - $54.84 $1.14K - $1.21K
142 $7K
VEGI
Ishares Inc Msci Global Agricu

ETFs
13
+ 4.32%
$35.02 - $38.62 $455 - $502
314 $11K
RWK
Invesco Exchange Traded Fd Tr

ETFs
6
+ 25.0%
$106.43 - $123.29 $639 - $740
30 $3K
FMET
Fidelity Covington Tr Metavers

ETFs
78
+ 28.68%
$27.76 - $32.75 $2.17K - $2.55K
350 $9K
FEMB
First Tr ETF Emerging Markets

ETFs
18
+ 6.95%
$25.88 - $27.49 $466 - $495
277 $7K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
20
+ 86.96%
$56.44 - $64.13 $1.13K - $1.28K
43 $2K
SCMB
Schwab Strategic Tr Mun Bd ETF
774
+ 394.9%
N/A
970 $0
Pimco ETF Tr
515K
+ 19.41%
N/A
3.17M $0
Simplify Exchange Traded Fun
73.5K
+ 133558.19%
N/A
73.5K $0
USEP
Innovator U.S. Equity Ultra Bu
3.36K
+ 32.33%
N/A
13.8K $0
Tidal Tr Ii
256
+ 581.82%
N/A
300 $0
LVOL
American Century ETF Tr Low Vo
1.1K
+ 544.55%
N/A
1.3K $0
TUA
Simpl Exch Traded Fds Sht Term
395K
+ 24.52%
N/A
2M $0
Flagstar Financial Inc
4.68K
+ 33.77%
N/A
18.6K $0
RDFI
Collaborative Invt Ser Tr Rare
556
+ 11120.0%
N/A
561 $0
Ea Series Trust
10.5K
+ 38.06%
N/A
38K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
20.9K
+ 1.26%
N/A
1.68M $0
RNDV
First Tr Vi Us Equity Divid Se
129
+ 1.35%
N/A
9.71K $0
Tidal Tr Ii
4
+ 0.08%
N/A
5.17K $0
Arista Networks Inc
10.4K
+ 66.99%
N/A
26K $0
QTUM
ETF Ser Solutions Defiance Qua
80
+ 58.82%
N/A
216 $0
Innovator Etfs Trust
1.79K
+ 43.88%
N/A
5.88K $0
OARK
Yieldmax Innovation Option Inc
46
+ 7.34%
N/A
673 $0
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
14
+ 6.54%
$28.69 - $31.94 $402 - $447
228 $6K
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
10.3K
+ 1111.78%
N/A
11.2K $0
First Tr Exchange Traded Fd
20.9K
+ 11.4%
N/A
204K $0
Aim ETF Products Trust
25
+ 6.1%
N/A
435 $0
Spdr Ser Tr
37.9K
+ 205.81%
N/A
56.3K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
230
+ 27.88%
N/A
1.06K $0
FDLS
Northern Lts Fd Tr Iv Inspire
7.48K
+ 51.24%
N/A
22.1K $0
Activity Summary
Buys All Purchases 994 New Holdings 192 Increased Positions 802 Sells All Sells 902 Reductions 902 Sold out 0 Options Calls 0 Puts 0
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