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
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-346
- 10.88%
$35.38 - $48.3 $12.2K - $16.7K
2.83K $136K
NYT
New York Times CO

Communication Services
-447
- 8.98%
$45.37 - $57.12 $20.3K - $25.5K
4.53K $253K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-206
- 2.0%
$11.52 - $14.55 $2.37K - $3K
10.1K $143K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-832
- 12.24%
$70.56 - $92.75 $58.7K - $77.2K
5.97K $535K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-312
- 5.9%
$23.95 - $29.34 $7.47K - $9.15K
4.98K $146K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-15
- 1.18%
$59.98 - $74.92 $900 - $1.12K
1.26K $93K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-242
- 0.69%
$48.48 - $50.99 $11.7K - $12.3K
35K $1.79M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-37
- 11.49%
$160.63 - $257.78 $5.94K - $9.54K
285 $73K
IFGL
Ishares International Develope

ETFs
-406
- 6.79%
$18.5 - $22.72 $7.51K - $9.22K
5.57K $126K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-169
- 4.7%
$23.2 - $29.84 $3.92K - $5.04K
3.43K $102K
NET
Cloudflare, Inc.

Technology
-744
- 39.6%
$97.08 - $195.83 $72.2K - $146K
1.14K $222K
CWS
Advisorshares Tr Advisorshares

ETFs
-219
- 3.59%
$59.37 - $70.0 $13K - $15.3K
5.88K $411K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-21
- 0.45%
$35.8 - $41.07 $752 - $862
4.65K $191K
PSTG
Pure Storage, Inc.

Technology
-2.06K
- 21.03%
$37.18 - $57.58 $76.5K - $118K
7.72K $444K
RS
Reliance Steel & Aluminum CO

Basic Materials
-105
- 5.79%
$262.08 - $316.81 $27.5K - $33.3K
1.71K $536K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-29
- 1.96%
$208.91 - $238.66 $6.06K - $6.92K
1.45K $345K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-137
- 2.03%
$32.86 - $40.05 $4.5K - $5.49K
6.61K $261K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-83
- 1.03%
$33.82 - $37.61 $2.81K - $3.12K
7.96K $299K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-2.71K
- 7.47%
$37.66 - $43.85 $102K - $119K
33.6K $1.47M
EBND
Spdr Bloomberg Emerging Market

ETFs
-39
- 0.32%
$19.57 - $21.4 $763 - $835
12.2K $260K
ECL
Ecolab Inc.

Basic Materials
-127
- 3.98%
$225.65 - $270.95 $28.7K - $34.4K
3.06K $825K
SSRM
Ssr Mining Inc.

Basic Materials
-1.34K
- 10.56%
$9.09 - $13.07 $12.2K - $17.5K
11.4K $144K
RDFN
Redfin Corp

Real Estate
-371
- 3.33%
$8.2 - $11.74 $3.04K - $4.36K
10.8K $120K
GTLS
Chart Industries Inc

Industrials
-80
- 5.09%
$115.08 - $175.5 $9.21K - $14K
1.49K $245K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-195
- 2.19%
$34.94 - $41.25 $6.81K - $8.04K
8.73K $360K
VOD
Vodafone Group Public LTD CO

Communication Services
-174
- 1.03%
$8.19 - $10.66 $1.43K - $1.85K
16.7K $177K
OSK
Oshkosh Corp

Industrials
-275
- 10.05%
$79.17 - $113.62 $21.8K - $31.2K
2.46K $279K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-273
- 1.64%
$29.8 - $35.39 $8.14K - $9.66K
16.4K $578K
VONE
Vanguard Russell 1000 ETF

ETFs
-503
- 8.25%
$225.48 - $280.86 $113K - $141K
5.59K $1.57M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-808
- 8.13%
$108.06 - $135.3 $87.3K - $109K
9.14K $1.24M
XPO
Xpo Logistics, Inc.

Industrials
-193
- 7.48%
$91.46 - $128.1 $17.7K - $24.7K
2.39K $301K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.65K
- 3.81%
$23.45 - $26.56 $38.6K - $43.7K
41.5K $1.1M
SOUN
Soundhound Ai, Inc.

Technology
-2.09K
- 11.21%
$7.18 - $11.76 $15K - $24.5K
16.5K $177K
WTRE
Watford Holdings Ltd.

Financial Services
-1.22K
- 5.23%
$15.45 - $19.47 $18.9K - $23.8K
22.2K $431K
SNOW
Snowflake Inc.

Technology
-617
- 29.08%
$130.53 - $223.77 $80.5K - $138K
1.51K $336K
VOX
Vanguard Communication Service

ETFs
-75
- 4.19%
$133.12 - $171.03 $9.98K - $12.8K
1.71K $292K
FLYW
Flywire Corp

Technology
-316
- 2.31%
$8.42 - $11.81 $2.66K - $3.73K
13.3K $156K
SEIC
Sei Investments CO

Financial Services
-177
- 4.59%
$66.45 - $89.86 $11.8K - $15.9K
3.68K $330K
TTEC
Ttec Holdings, Inc.

Technology
-1.73K
- 6.63%
$3.27 - $5.55 $5.65K - $9.59K
24.3K $116K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-32
- 0.24%
$36.09 - $42.2 $1.15K - $1.35K
13.1K $554K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-18
- 1.37%
$468.22 - $566.51 $8.43K - $10.2K
1.29K $733K
PINS
Pinterest, Inc.

Communication Services
-90
- 1.16%
$24.21 - $35.95 $2.18K - $3.24K
7.7K $276K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-416
- 5.37%
$32.41 - $42.59 $13.5K - $17.7K
7.33K $312K
BMI
Badger Meter Inc

Technology
-96
- 8.8%
$170.72 - $254.17 $16.4K - $24.4K
995 $243K
IYY
Ishares Tr

ETFs
-264
- 5.18%
$120.9 - $150.87 $31.9K - $39.8K
4.83K $729K
TTEK
Tetra Tech Inc

Industrials
-851
- 8.53%
$28.01 - $36.25 $23.8K - $30.8K
9.12K $327K
VV
Vanguard Large Cap ETF

ETFs
-208
- 6.01%
$228.25 - $285.3 $47.5K - $59.3K
3.26K $928K
ZS
Zscaler, Inc.

Technology
-574
- 30.18%
$174.67 - $315.32 $100K - $181K
1.33K $416K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
-2.58K
- 12.71%
$8.04 - $12.35 $20.8K - $31.9K
17.7K $216K
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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