Ae Wealth Management LLC New Holdings in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Calamos ETF Tr
23
New
N/A
23 $0
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
3
New
$74.93 - $97.17 $225 - $292
3 $0
FTXL
First Tr ETF Vi Nasdaq Semicon
204
New
N/A
204 $0
Simplify Exchange Traded Fun
55
New
N/A
55 $0
TFJL
Innovator 20+ Year Treasury Bo
52
New
N/A
52 $0
TOKE
Cambria ETF Tr Cannabis ETF
475
New
N/A
475 $0
IJUL
Innovator Etfs Tr

ETFs
23
New
$27.59 - $29.25 $635 - $673
23 $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
825
New
N/A
825 $0
Calamos ETF Tr
46
New
N/A
46 $0
QTJA
Innovator Etfs Tr Growth Accel
47
New
N/A
47 $0
UBOT
Direxion Dly Robotics, Art Int

ETFs
27
New
$22.04 - $26.35 $595 - $711
27 $0
Dimensional ETF Trust
275
New
N/A
275 $0
FLN
First Trust Latin America Alph

ETFs
9
New
$15.15 - $17.98 $136 - $162
9 $0
INDS
Pacer Fds Tr Benchmark Indl

ETFs
22
New
$34.66 - $42.95 $763 - $945
22 $0
Dimensional ETF Trust
467
New
N/A
467 $0
PBD
Invesco ETF Tr Ii Global Clean

ETFs
7
New
$11.39 - $14.03 $79.7 - $98.2
7 $0
Dimensional ETF Trust
1.09K
New
N/A
1.09K $0
FSZ
First Trust Switzerland Alphad

ETFs
2
New
$62.53 - $70.26 $125 - $141
2 $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
3.31K
New
N/A
3.31K $0
OXYWS
Occidental Pete Corp Wt Exp 08
210
New
N/A
210 $0
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
11
New
$48.65 - $54.12 $535 - $595
11 $0
CWEB
Direxion ETF Tr Daily Csi Chin

ETFs
21
New
$31.65 - $58.37 $665 - $1.23K
21 $0
PSCC
Invesco S&P Smallcap Consumer

ETFs
6
New
$36.43 - $40.84 $219 - $245
6 $0
BUYW
Northern Lts Fd Tr Iv Main Buy
135K
New
N/A
135K $0
CLDL
Direxion Shs ETF Tr Daily Clou

ETFs
25
New
$9.79 - $17.36 $245 - $434
25 $0
Direxion Shs ETF Tr
418
New
N/A
418 $0
QTUM
ETF Ser Solutions Defiance Qua
136
New
N/A
136 $0
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
23
New
$27.8 - $30.33 $639 - $698
23 $0
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
19
New
$23.41 - $25.88 $445 - $492
19 $0
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
8
New
$38.83 - $50.84 $311 - $407
8 $0
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
703
New
N/A
703 $0
IVRA
Invesco Actively Man Exch Trad
908
New
N/A
908 $0
DIG
Proshares Ultra Oil & Gas

ETFs
16
New
$33.88 - $46.47 $542 - $744
16 $0
Proshares Tr
13
New
N/A
13 $0
Proshares Tr
6
New
N/A
6 $0
CARZ
First Trust ETF Ii First Tr S
163
New
N/A
163 $0
First Tr Exchange Traded Fd
184K
New
N/A
184K $0
Dimensional ETF Trust
55
New
N/A
55 $0
XTJA
Innovator Etfs Tr Us Equity Ac
41
New
N/A
41 $0
Rbb Fd Inc
3.24K
New
N/A
3.24K $0
Innovator Etfs Trust
130
New
N/A
130 $0
Innovator Etfs Trust
4.03K
New
N/A
4.03K $0
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
19
New
$51.58 - $52.91 $980 - $1.01K
19 $0
Invesco Actively Managed Exc
644K
New
N/A
644K $0
KOCT
Innovator Laddered Fund Of U.S
7.68K
New
N/A
7.68K $0
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
1
New
$41.8 - $46.58 $41.8 - $46.6
1 $0
Proshares Tr
50
New
N/A
50 $0
DXD
Proshares Tr Ultrashort Dow30

ETFs
1
New
$24.41 - $28.34 $24.4 - $28.3
1 $0
Proshares Tr
6.09K
New
N/A
6.09K $0
Activity Summary
Buys All Purchases 1630 New Holdings 952 Increased Positions 678 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 0 Puts 0
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