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
Tidal Tr Ii
-484
- 47.17%
N/A
542 $0
Fidelity Covington Trust
-325
- 8.12%
N/A
3.68K $0
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-598
- 8.55%
$24.38 - $30.18 $14.6K - $18K
6.4K $192K
TUA
Simpl Exch Traded Fds Sht Term
-73.6K
- 3.67%
N/A
1.93M $0
Innovator Etfs Trust
-19.8K
- 93.77%
N/A
1.32K $0
Innovator Etfs Trust
-3.14K
- 14.59%
N/A
18.4K $0
Collaborative Investmnt Ser
-28.7K
- 20.16%
N/A
114K $0
EWC
Ishares Msci Canada ETF

ETFs
-19
- 22.62%
$37.17 - $46.2 $706 - $878
65 $3K
Fidelity Covington Trust
-985
- 40.44%
N/A
1.45K $0
First Tr Exchng Traded Fd Vi
-3.87K
- 87.58%
N/A
549 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-100
- 3.14%
N/A
3.08K $0
Innovator Etfs Trust
-100
- 1.56%
N/A
6.3K $0
PDEC
Innovator U.S. Equity Power Bu
-810
- 1.79%
N/A
44.5K $0
Listed Fds Tr
-247K
- 99.43%
N/A
1.41K $0
Aim ETF Products Trust
-283
- 6.79%
N/A
3.89K $0
PFIX
Simplify ETF Simplify Int Rate

ETFs
-6
- 17.65%
$45.32 - $62.42 $272 - $375
28 $1K
ACWF
Ishares Msci Global Multifacto

ETFs
-249
- 21.73%
N/A
897 $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-350
- 65.3%
N/A
186 $0
Aim ETF Products Trust
-11.4K
- 0.73%
N/A
1.56M $0
First Tr Exchng Traded Fd Vi
-1.26K
- 54.75%
N/A
1.04K $0
Aim ETF Products Trust
-30.9K
- 1.33%
N/A
2.29M $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-114
- 85.71%
N/A
19 $0
First Tr Exchng Traded Fd Vi
-2.77K
- 31.01%
N/A
6.16K $0
First Tr Exchng Traded Fd Vi
-160
- 4.12%
N/A
3.73K $0
IDVO
Amplify ETF Tr Intl Enhanced D
-700
- 74.39%
N/A
241 $0
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-8
- 5.16%
$36.63 - $39.88 $293 - $319
147 $5K
Grayscale Ethereum Trust ETF
-2.51K
- 20.46%
N/A
9.75K $0
NOVZ
Listed Fds Tr Trueshares Struc
-2.79K
- 2.38%
N/A
115K $0
Coherent Corp
-1.2K
- 4.36%
N/A
26.4K $0
Innovator Etfs Trust
-9.58K
- 41.93%
N/A
13.3K $0
Aim ETF Products Trust
-7.84K
- 2.3%
N/A
334K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
-576
- 10.22%
N/A
5.06K $0
SMB
Vaneck Short Muni ETF

ETFs
-21
- 3.72%
$16.86 - $17.26 $354 - $362
544 $9K
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-579
- 18.36%
N/A
2.58K $0
First Tr Exchng Traded Fd Vi
-754
- 8.42%
N/A
8.2K $0
First Tr Exch Traded Fd Iii
-5.93K
- 21.99%
N/A
21K $0
First Tr Exchng Traded Fd Vi
-6
- 0.88%
N/A
679 $0
Listed Fds Tr
-700K
- 99.07%
N/A
6.6K $0
Simplify Exchange Traded Fun
-69.3K
- 94.32%
N/A
4.18K $0
FTGS
First Tr Exchange Traded Fd Gr
-56.9K
- 32.58%
N/A
118K $0
Vanguard Malvern Fds
-492
- 23.69%
N/A
1.59K $0
Fidelity Wise Origin Bitcoin
-1.07K
- 7.11%
N/A
14K $0
First Tr Exchng Traded Fd Vi
-2.68K
- 55.36%
N/A
2.16K $0
First Tr Exchng Traded Fd Vi
-11.3K
- 89.95%
N/A
1.27K $0
Series Portfolios Tr
-14.5K
- 24.85%
N/A
43.8K $0
Fidelity Covington Trust
-696
- 83.25%
N/A
140 $0
FTXL
First Tr ETF Vi Nasdaq Semicon
-15
- 6.73%
N/A
208 $0
Innovator Etfs Trust
-227
- 3.78%
N/A
5.79K $0
AFLG
First Tr Exchange Traded Fd Vi
-17.7K
- 18.91%
N/A
75.7K $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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email