Ae Wealth Management LLC New Holdings in Q1 2025

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
456
New
$40.87 - $45.28 $18.6K - $20.6K
456 $18K
XHS
Spdr S&P Health Care Services

ETFs
166
New
$90.69 - $103.0 $15.1K - $17.1K
166 $16K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
351
New
$39.44 - $47.66 $13.8K - $16.7K
351 $16K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
68
New
$191.06 - $228.87 $13K - $15.6K
68 $13K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
221
New
$60.91 - $71.4 $13.5K - $15.8K
221 $13K
BBUS
J P Morgan Exchg Traded Fd

ETFs
119
New
$99.5 - $110.97 $11.8K - $13.2K
119 $12K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
1K
New
$10.35 - $11.79 $10.4K - $11.8K
1K $11K
FITE
Spdr S&P Kensho Future Securit

ETFs
130
New
$62.08 - $72.57 $8.07K - $9.43K
130 $8K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
618
New
$14.0 - $132.02 $8.65K - $81.6K
618 $8K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
215
New
$29.41 - $36.37 $6.32K - $7.82K
215 $6K
JPMB
J P Morgan Usd Emerging Market

ETFs
154
New
$37.79 - $39.03 $5.82K - $6.01K
154 $5K
YYY
Amplify ETF Tr High Income ETF

ETFs
425
New
$11.38 - $12.01 $4.84K - $5.1K
425 $4K
RTAI
Collaborative Invt Ser Tr Rare

ETFs
233
New
$21.0 - $21.96 $4.89K - $5.12K
233 $4K
IYLD
Ishares Tr Ishares Morningstar

ETFs
200
New
$19.42 - $20.31 $3.88K - $4.06K
200 $4K
EDOG
Alps ETF Emerging Sector Divi

ETFs
235
New
$20.48 - $21.73 $4.81K - $5.11K
235 $4K
MOTI
Vaneck Morningstar Internation

ETFs
131
New
$29.35 - $35.37 $3.84K - $4.63K
131 $4K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
230
New
$21.3 - $22.61 $4.9K - $5.2K
230 $4K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
201
New
$18.18 - $18.58 $3.65K - $3.73K
201 $3K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
130
New
$22.19 - $22.84 $2.88K - $2.97K
130 $2K
FLIA
Franklin Templeton ETF Tr Libe

ETFs
53
New
$20.04 - $20.39 $1.06K - $1.08K
53 $1K
URTH
Ishares Msci World ETF

ETFs
10
New
$151.24 - $164.09 $1.51K - $1.64K
10 $1K
VOTE
Engine No 1 ETF Tr

ETFs
30
New
$64.6 - $72.12 $1.94K - $2.16K
30 $1K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
45
New
$23.71 - $24.2 $1.07K - $1.09K
45 $1K
HTZWW
Hertz Global Hldgs Inc New
708
New
$1.92 - $2.53 $1.36K - $1.79K
708 $1K
SWAN
Amplify ETF Tr Blackswan Growt
66
New
N/A
66 $0
Aim ETF Products Trust
112
New
N/A
112 $0
Aim ETF Products Trust
1.82K
New
N/A
1.82K $0
Aim ETF Products Trust
341K
New
N/A
341K $0
WOOD
Ishares Global Timber & Forest
250
New
N/A
250 $0
Innovator Etfs Trust
265
New
N/A
265 $0
IDVO
Amplify ETF Tr Intl Enhanced D
941
New
N/A
941 $0
Rb Global Inc
2.93K
New
N/A
2.93K $0
Aim ETF Products Trust
112
New
N/A
112 $0
JGRO
J P Morgan Exchange Traded Fd
274
New
N/A
274 $0
Simplify Exchange Traded Fun
112K
New
N/A
112K $0
Neos ETF Trust
4.5K
New
N/A
4.5K $0
Innovator Etfs Trust
265
New
N/A
265 $0
Amplify ETF Tr
14
New
N/A
14 $0
Innovator Etfs Trust
6.4K
New
N/A
6.4K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
118K
New
N/A
118K $0
SOCL
Global X Fds Global X Social M

ETFs
2
New
$41.9 - $49.8 $83.8 - $99.6
2 $0
Innovator Etfs Trust
17.5K
New
N/A
17.5K $0
ALCC
Alt C Acquisition Corp.

Financial Services
69.4K
New
N/A
69.4K $0
Tidal Tr Ii
350
New
N/A
350 $0
Tidal Tr Ii
160
New
N/A
160 $0
Aim ETF Products Trust
112
New
N/A
112 $0
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
9
New
$88.44 - $101.55 $796 - $914
9 $0
REIT
Alps ETF Tr

ETFs
3
New
$26.36 - $28.44 $79.1 - $85.3
3 $0
Litman Gregory Fds Tr
525
New
N/A
525 $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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