Ae Wealth Management LLC Reduced Holdings in Q2 2025

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
-31
- 31.96%
$23.47 - $24.07 $728 - $746
66 $1K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-27
- 9.38%
$39.34 - $40.41 $1.06K - $1.09K
261 $10K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3
- 0.04%
$23.29 - $23.38 $69.9 - $70.1
7.15K $166K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-44
- 14.06%
$19.49 - $19.66 $858 - $865
269 $5K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-23
- 22.55%
$18.34 - $24.56 $422 - $565
79 $1K
FXG
First Tr Exchange Traded First

ETFs
-20
- 6.9%
$61.21 - $66.04 $1.22K - $1.32K
270 $17K
GBF
Ishares Tr

ETFs
-10
- 33.33%
$101.99 - $104.66 $1.02K - $1.05K
20 $2K
PLW
Invesco 1 30 Laddered Treasury

ETFs
-521
- 80.65%
N/A
125 $0
BAUG
Innovator U.S. Equity Buffer E
-224
- 4.94%
N/A
4.31K $0
CORP
Pimco Investment Grade Corp Bd

ETFs
-4
- 1.72%
$94.14 - $97.31 $377 - $389
228 $22K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-2
- 66.67%
$49.54 - $50.53 $99.1 - $101
1 $0
First Tr Exchng Traded Fd Vi
-3
- 1.02%
N/A
292 $0
Aim ETF Products Trust
-397
- 48.41%
N/A
423 $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-109
- 48.02%
N/A
118 $0
Innovator Etfs Trust
-2.75K
- 13.14%
N/A
18.2K $0
HYGW
Ishares Tr High Yield Corporat
-130K
- 94.98%
N/A
6.84K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-73
- 0.7%
N/A
10.4K $0
Aim ETF Products Trust
-1.05K
- 18.54%
N/A
4.61K $0
FLJP
Franklin Templeton ETF Tr

ETFs
-64
- 7.2%
$26.35 - $32.28 $1.69K - $2.07K
825 $26K
SUB
Ishares Short Term National Mu

ETFs
-19
- 0.6%
$104.77 - $106.34 $1.99K - $2.02K
3.15K $334K
Innovator Etfs Trust
-56.1K
- 25.27%
N/A
166K $0
BLHY
Virtus Newfleet High Yield Bon

ETFs
-667
- 52.07%
N/A
614 $0
GEFB
Greif, Inc. Cl B
-194
- 4.88%
N/A
3.78K $0
First Tr Exchange Traded Fd
-21.4K
- 23.19%
N/A
70.8K $0
Super Micro Computer Inc
-734
- 8.45%
N/A
7.95K $0
Innovator Etfs Trust
-13.2K
- 9.49%
N/A
126K $0
Franklin Templeton ETF Tr
-2.53K
- 93.77%
N/A
168 $0
Doubleline ETF Trust
-307
- 5.88%
N/A
4.92K $0
Exchange Listed Fds Tr
-501
- 4.77%
N/A
10K $0
Sila Realty Trust Inc
-3.34K
- 11.6%
N/A
25.5K $0
Blackrock ETF Trust
-128
- 25.86%
N/A
367 $0
First Tr Exchng Traded Fd Vi
-5.81K
- 35.89%
N/A
10.4K $0
Collaborative Investmnt Ser
-123K
- 17.0%
N/A
602K $0
RDFI
Collaborative Invt Ser Tr Rare
-556
- 99.11%
N/A
5 $0
ETF Opportunities Trust
-3.66K
- 23.95%
N/A
11.6K $0
First Tr Exchange Traded Fd
-21.7K
- 10.61%
N/A
183K $0
J P Morgan Exchange Traded F
-100
- 5.96%
N/A
1.58K $0
Innovator Etfs Trust
-227
- 1.3%
N/A
17.3K $0
Rb Global Inc
-162
- 5.53%
N/A
2.77K $0
Innovator Etfs Trust
-160
- 2.72%
N/A
5.72K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-6.32K
- 80.65%
N/A
1.52K $0
USEP
Innovator U.S. Equity Ultra Bu
-4.32K
- 31.36%
N/A
9.45K $0
XTWY
Bondbloxx ETF Tr Bloomberg 20
-561
- 1.52%
N/A
36.3K $0
Te Connectivity PLC
-44.9K
- 79.08%
N/A
11.9K $0
Brookfield Infrastructure CO
-488
- 8.23%
N/A
5.44K $0
Solventum Corp
-787
- 14.69%
N/A
4.57K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
-28.2K
- 1.65%
N/A
1.68M $0
Aim ETF Products Trust
-122
- 2.45%
N/A
4.85K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-410
- 15.42%
N/A
2.25K $0
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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