Ae Wealth Management LLC Incresed Positions in Q2 2025

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
6.99K
+ 38.87%
N/A
25K $0
Elevation Series Trust
7.43K
+ 0.77%
N/A
967K $0
Tidal Tr Ii
3.05K
+ 47.21%
N/A
9.52K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
21.6K
+ 787.75%
N/A
24.3K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
3
+ 0.53%
N/A
566 $0
Labcorp Holdings Inc
129
+ 11.65%
N/A
1.24K $0
Janus Detroit Str Tr
27.3K
+ 16.79%
N/A
190K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
570
+ 71.7%
N/A
1.37K $0
Kenvue Inc
7.57K
+ 47.75%
N/A
23.4K $0
Tidal Tr Ii
718
+ 127.08%
N/A
1.28K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
743
+ 11.85%
N/A
7.01K $0
SFLR
Innovator Etfs Tr Equity Manag
7.26K
+ 4.5%
N/A
169K $0
Victory Portfolios Ii
2.23K
+ 5.01%
N/A
46.8K $0
American Centy ETF Tr
27.4K
+ 104.4%
N/A
53.7K $0
Fidelity Covington Trust
25
+ 0.47%
N/A
5.35K $0
QTUM
ETF Ser Solutions Defiance Qua
577
+ 267.13%
N/A
793 $0
Bunge Global Sa
154K
+ 1596.26%
N/A
164K $0
First Tr Exchng Traded Fd Vi
4
+ 0.1%
N/A
4.14K $0
Dimensional ETF Trust
85.1K
+ 15.64%
N/A
629K $0
Neuberger Berman ETF Trust
78.1K
+ 21.05%
N/A
449K $0
Aim ETF Products Trust
321K
+ 286681.25%
N/A
321K $0
Tidal Tr Ii
400
+ 5.59%
N/A
7.55K $0
Innovator Etfs Trust
348
+ 248.57%
N/A
488 $0
Simplify Exchange Traded Fun
619
+ 1.21%
N/A
51.8K $0
RNDV
First Tr Vi Us Equity Divid Se
2.31K
+ 23.77%
N/A
12K $0
Aim ETF Products Trust
214K
+ 5180.62%
N/A
218K $0
Elevation Series Trust
875K
+ 50.2%
N/A
2.62M $0
OARK
Yieldmax Innovation Option Inc
927
+ 137.74%
N/A
1.6K $0
Amplify ETF Tr
334
+ 161.35%
N/A
541 $0
Pimco ETF Tr
777
+ 3.29%
N/A
24.4K $0
Blackrock ETF Trust
533K
+ 282.76%
N/A
721K $0
Blackrock ETF Trust
83
+ 2.82%
N/A
3.03K $0
Blackrock ETF Trust Ii
14.8K
+ 7.27%
N/A
218K $0
FLCA
Franklin Templeton ETF Tr

ETFs
1
+ 100.0%
$33.9 - $41.83 $33.9 - $41.8
2 $0
Pimco ETF Tr
1.36M
+ 43.08%
N/A
4.53M $0
LCTD
Blackrock ETF World Ex Us Carb
290
+ 3.69%
N/A
8.16K $0
Innovator Etfs Trust
510
+ 134.21%
N/A
890 $0
Bondbloxx ETF Trust
1.7K
+ 3.72%
N/A
47.4K $0
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
840
+ 3.61%
$13.74 - $15.66 $11.5K - $13.2K
24.1K $358K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
8
+ 0.68%
$15.62 - $27.73 $125 - $222
1.19K $27K
MPW
Medical Properties Trust Inc

Real Estate
11.8K
+ 36.6%
$4.31 - $5.91 $50.7K - $69.5K
43.9K $189K
RIO
Rio Tinto PLC

Basic Materials
223
+ 2.37%
$52.32 - $62.75 $11.7K - $14K
9.61K $560K
NMFC
New Mountain Finance Corp

Financial Services
55
+ 0.51%
$9.11 - $11.09 $501 - $610
10.9K $114K
PAA
Plains All American Pipeline LP

Energy
858
+ 6.94%
$16.03 - $20.28 $13.8K - $17.4K
13.2K $242K
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
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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