Ae Wealth Management LLC Reduced Holdings in Q1 2025

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DDD
3 D Systems Corp

Technology
-2.82K
- 12.31%
$2.12 - $4.72 $5.98K - $13.3K
20.1K $42K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.54K
- 17.18%
$24.05 - $24.86 $37K - $38.2K
7.41K $184K
SPOT
Spotify Technology S.A.

Communication Services
-198
- 26.94%
$457.79 - $648.32 $90.6K - $128K
537 $295K
BBAX
J P Morgan Betabuilders Develo

ETFs
-679
- 67.83%
$48.21 - $51.59 $32.7K - $35K
322 $15K
GNR
Spdr S&P Global Natural Resour

ETFs
-722
- 46.28%
$50.12 - $54.48 $36.2K - $39.3K
838 $44K
VTC
Vanguard Scottsdale Fds Total

ETFs
-502
- 8.42%
$74.74 - $77.39 $37.5K - $38.8K
5.46K $419K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
-2.5K
- 32.79%
$18.47 - $21.01 $46.2K - $52.5K
5.13K $107K
CATH
Global X Fds Global X S&P 500

ETFs
-94
- 1.18%
$66.14 - $74.2 $6.22K - $6.97K
7.85K $530K
PICK
Ishares Inc Msci Global Select

ETFs
-941
- 33.82%
$34.93 - $38.35 $32.9K - $36.1K
1.84K $66K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-796
- 73.43%
$38.99 - $40.37 $31K - $32.1K
288 $11K
EPI
Wisdomtree Tr India Earnings F

ETFs
-671
- 64.4%
$40.08 - $45.85 $26.9K - $30.8K
371 $16K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-421
- 9.95%
$32.96 - $44.43 $13.9K - $18.7K
3.81K $126K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-1.02K
- 68.02%
$26.53 - $29.63 $27.1K - $30.3K
480 $12K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-300
- 98.04%
$98.43 - $98.88 $29.5K - $29.7K
6 $0
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-38
- 1.21%
$47.25 - $67.02 $1.8K - $2.55K
3.1K $147K
WTMF
Wisdomtree Tr Managed Futures

ETFs
-777
- 19.98%
$33.94 - $35.62 $26.4K - $27.7K
3.11K $106K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
-136
- 0.68%
$8.5 - $11.33 $1.16K - $1.54K
19.8K $178K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-319
- 1.47%
$62.72 - $71.92 $20K - $22.9K
21.3K $1.34M
SXT
Sensient Technologies Corp

Basic Materials
-603
- 12.71%
$67.31 - $77.4 $40.6K - $46.7K
4.14K $308K
WTRE
Watford Holdings Ltd.

Financial Services
-1.78K
- 7.06%
$16.65 - $17.96 $29.6K - $31.9K
23.4K $405K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-523
- 16.98%
$46.03 - $49.45 $24.1K - $25.9K
2.56K $119K
CRK
Comstock Resources Inc

Energy
-4.43K
- 15.13%
$16.92 - $21.52 $75K - $95.4K
24.9K $505K
ZTS
Zoetis Inc.

Healthcare
-194
- 8.6%
$156.48 - $175.67 $30.4K - $34.1K
2.06K $339K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-813
- 4.14%
$42.93 - $44.71 $34.9K - $36.3K
18.8K $826K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-382
- 12.93%
$28.62 - $36.65 $10.9K - $14K
2.57K $73K
IYK
Ishares U.S. Consumer Staples

ETFs
-504
- 33.94%
$63.29 - $71.8 $31.9K - $36.2K
981 $70K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-750
- 88.03%
$33.28 - $36.41 $25K - $27.3K
102 $3K
ICF
Ishares Tr

ETFs
-577
- 8.26%
$57.98 - $63.8 $33.5K - $36.8K
6.41K $394K
FCPI
Fidelity Covington Tr Stocks F

ETFs
-615
- 86.01%
$41.93 - $46.57 $25.8K - $28.6K
100 $4K
IBB
Ishares Biotechnology ETF

ETFs
-137
- 6.38%
$127.9 - $140.56 $17.5K - $19.3K
2.01K $257K
FEM
First Trust Emerging Markets A

ETFs
-4.01K
- 5.01%
$21.28 - $23.9 $85.3K - $95.8K
76K $1.74M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-3.02K
- 30.76%
$55.75 - $77.63 $168K - $235K
6.8K $527K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-412
- 17.44%
$53.81 - $62.59 $22.2K - $25.8K
1.95K $109K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-285
- 98.28%
$85.06 - $87.69 $24.2K - $25K
5 $0
FBT
First Trust Nyse Arca Biotechn

ETFs
-436
- 3.43%
$164.86 - $182.19 $71.9K - $79.4K
12.3K $2.09M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-636
- 54.27%
$38.89 - $41.6 $24.7K - $26.5K
536 $21K
KEYS
Keysight Technologies, Inc.

Technology
-14
- 0.68%
$148.16 - $185.11 $2.07K - $2.59K
2.05K $307K
EBC
Eastern Bankshares, Inc.

Financial Services
-730
- 5.33%
$15.29 - $19.15 $11.2K - $14K
13K $212K
CWS
Advisorshares Tr Advisorshares

ETFs
-435
- 6.65%
$63.1 - $68.75 $27.4K - $29.9K
6.1K $399K
ACTV
Two Rds Shared Tr Leadershares

ETFs
-721
- 60.79%
$30.37 - $33.19 $21.9K - $23.9K
465 $14K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-403
- 7.63%
$76.77 - $82.22 $30.9K - $33.1K
4.88K $387K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-376
- 30.54%
N/A
855 $53K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-634
- 18.5%
$32.69 - $34.66 $20.7K - $22K
2.79K $92K
COPX
Global X Copper Miners ETF

ETFs
-592
- 59.32%
$37.72 - $43.32 $22.3K - $25.6K
406 $15K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-90
- 4.91%
$96.95 - $116.13 $8.73K - $10.5K
1.74K $174K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-217
- 24.3%
$73.27 - $96.21 $15.9K - $20.9K
676 $49K
YMAR
First Tr Ex Tr Viii Cboe Vest
-1.09K
- 45.25%
$22.77 - $24.61 $24.8K - $26.8K
1.32K $31K
SAIC
Science Applications International Corp

Technology
-249
- 2.63%
$95.77 - $119.82 $23.8K - $29.8K
9.21K $1.03M
EUSB
Ishares Tr Esg Advanced Total

Technology
-545
- 32.46%
$42.05 - $43.43 $22.9K - $23.7K
1.13K $49K
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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