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
PLD
Prologis, Inc.

Real Estate
-705
- 7.58%
$103.59 - $124.04 $73K - $87.4K
8.59K $960K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-641
- 42.99%
$37.42 - $41.14 $24K - $26.4K
850 $34K
JETS
ETF Ser Solutions U S Global J

ETFs
-822
- 98.33%
$20.77 - $26.81 $17.1K - $22K
14 $0
EEM
Ishares Msci Emerging Markets

ETFs
-512
- 61.84%
$40.81 - $45.34 $20.9K - $23.2K
316 $13K
AOK
Ishares Tr Core Conservative A

ETFs
-684
- 4.78%
$36.86 - $38.15 $25.2K - $26.1K
13.6K $513K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.01K
- 41.56%
$20.64 - $20.73 $20.7K - $20.8K
1.41K $29K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.07K
- 77.24%
$19.42 - $19.54 $20.8K - $20.9K
315 $6K
RWX
Spdr Dow Jones International R

ETFs
-914
- 64.46%
$22.39 - $24.7 $20.5K - $22.6K
504 $12K
IXG
Ishares Global Fin'L ETF

ETFs
-213
- 58.36%
$94.45 - $105.01 $20.1K - $22.4K
152 $15K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.07K
- 77.32%
$19.43 - $19.62 $20.7K - $20.9K
313 $6K
RWO
Spdr Dow Jones Global Real Est

ETFs
-572
- 8.05%
$41.41 - $45.24 $23.7K - $25.9K
6.54K $285K
BWB
Bridgewater Bancshares Inc

Financial Services
-2.02K
- 9.37%
$12.56 - $15.24 $25.4K - $30.8K
19.5K $271K
K
Kellogg CO

Consumer Defensive
-360
- 5.45%
$81.06 - $82.9 $29.2K - $29.8K
6.24K $515K
VLUE
Ishares Msci Usa Value Factor

ETFs
-201
- 6.95%
$104.89 - $113.56 $21.1K - $22.8K
2.69K $286K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-788
- 73.37%
$23.19 - $23.5 $18.3K - $18.5K
286 $6K
BSJR
Invesco Indx Tr

ETFs
-818
- 91.09%
$22.4 - $22.69 $18.3K - $18.6K
80 $1K
GD
General Dynamics Corp

Industrials
-233
- 4.57%
$241.94 - $272.58 $56.4K - $63.5K
4.87K $1.33M
AIT
Applied Industrial Technologies Inc

Industrials
-6
- 0.51%
$218.93 - $269.18 $1.31K - $1.62K
1.17K $262K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-895
- 35.39%
$19.7 - $20.61 $17.6K - $18.4K
1.63K $32K
YJUN
First Tr Exchange Traded Fd Vi
-884
- 64.43%
$21.51 - $23.37 $19K - $20.7K
488 $11K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-799
- 54.43%
$23.03 - $23.17 $18.4K - $18.5K
669 $15K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-433
- 9.78%
N/A
4K $162K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-747
- 55.75%
$15.74 - $22.48 $11.8K - $16.8K
593 $9K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-178
- 1.96%
$37.74 - $40.44 $6.72K - $7.2K
8.92K $340K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-439
- 44.3%
$46.83 - $56.05 $20.6K - $24.6K
552 $29K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-152
- 3.56%
$90.0 - $96.32 $13.7K - $14.6K
4.11K $379K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-61
- 29.9%
$185.73 - $221.19 $11.3K - $13.5K
143 $26K
KAPR
Innovator U.S. Small Cap Power

ETFs
-260
- 5.89%
$30.82 - $33.62 $8.01K - $8.74K
4.15K $128K
CWST
Casella Waste Systems Inc

Industrials
-324
- 9.18%
$104.2 - $115.86 $33.8K - $37.5K
3.21K $357K
NOC
Northrop Grumman Corp

Industrials
-181
- 9.99%
$433.45 - $513.82 $78.5K - $93K
1.63K $834K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-73
- 5.9%
$96.93 - $109.51 $7.08K - $7.99K
1.16K $114K
HWM
Howmet Aerospace Inc.

Industrials
-562
- 19.92%
$110.79 - $139.39 $62.3K - $78.3K
2.26K $293K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-783
- 10.63%
$32.74 - $36.2 $25.6K - $28.3K
6.58K $230K
REET
Ishares Global Reit ETF

ETFs
-996
- 2.99%
$23.24 - $25.16 $23.1K - $25.1K
32.3K $783K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-374
- 23.23%
$40.24 - $40.65 $15K - $15.2K
1.24K $50K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-293
- 11.18%
$44.99 - $47.69 $13.2K - $14K
2.33K $106K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-484
- 71.81%
$27.77 - $31.75 $13.4K - $15.4K
190 $5K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-625
- 26.65%
$29.06 - $32.62 $18.2K - $20.4K
1.72K $54K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-376
- 13.74%
$39.61 - $42.65 $14.9K - $16K
2.36K $96K
SLVP
Ishares Msci Global Silver And

ETFs
-1.69K
- 51.46%
$11.88 - $15.41 $20.1K - $26K
1.59K $23K
GBF
Ishares Tr

ETFs
-139
- 82.25%
$101.08 - $104.63 $14.1K - $14.5K
30 $3K
HRB
H&R Block Inc

Consumer Cyclical
-635
- 6.32%
$49.96 - $55.97 $31.7K - $35.5K
9.41K $516K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-625
- 16.76%
$14.93 - $16.85 $9.33K - $10.5K
3.11K $46K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-927
- 15.13%
$25.54 - $28.79 $23.7K - $26.7K
5.2K $144K
RMBS
Rambus Inc

Technology
-150
- 3.07%
$51.55 - $68.59 $7.73K - $10.3K
4.73K $245K
RWR
Spdr Dow Jones Reit ETF

ETFs
-138
- 37.2%
$95.15 - $104.06 $13.1K - $14.4K
233 $23K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-739
- 1.9%
$42.36 - $43.8 $31.3K - $32.4K
38.1K $1.66M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-267
- 12.6%
$44.81 - $46.22 $12K - $12.3K
1.85K $83K
G
Genpact LTD

Technology
-1.41K
- 18.15%
$42.88 - $55.54 $60.6K - $78.5K
6.38K $321K
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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