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
EWL
Ishares Inc Msci Switzerlnd

ETFs
-5
- 5.05%
$45.85 - $53.59 $229 - $268
94 $4K
DRLL
Ea Ser Tr Strive U S Energy Et
-191
- 5.34%
N/A
3.39K $0
T Rowe Price ETF Inc
-456
- 3.02%
N/A
14.6K $0
Listed Fd Tr
-2.32K
- 75.4%
N/A
757 $0
First Tr Exchng Traded Fd Vi
-438
- 67.38%
N/A
212 $0
Blackrock ETF Trust Ii
-2.37K
- 1.16%
N/A
203K $0
Tidal Tr Ii
-628
- 98.43%
N/A
10 $0
Invesco Exchange Traded Fd T
-304
- 80.21%
N/A
75 $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-61.4K
- 99.75%
N/A
156 $0
GIGB
Goldman Sachs ETF Access Invt
-132
- 6.16%
N/A
2.01K $0
Aim ETF Products Trust
-9.16K
- 64.81%
N/A
4.97K $0
EFIX
First Tr Exchange Traded Fd Vi
-602
- 84.67%
N/A
109 $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
-9.05K
- 0.53%
N/A
1.71M $0
American Centy ETF Tr
-93.8K
- 16.73%
N/A
467K $0
Blackrock ETF Trust
-991
- 66.69%
N/A
495 $0
First Tr Exchng Traded Fd Vi
-7.32K
- 28.69%
N/A
18.2K $0
Pimco ETF Tr
-180K
- 88.4%
N/A
23.6K $0
GEFB
Greif, Inc. Cl B
-155
- 3.75%
N/A
3.97K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-1
- 0.06%
N/A
1.75K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-51.3K
- 73.22%
N/A
18.8K $0
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-6
- 2.26%
$53.69 - $62.68 $322 - $376
259 $15K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1
- 0.01%
$23.29 - $23.38 $23.3 - $23.4
7.15K $167K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-75
- 2.55%
$58.32 - $65.09 $4.37K - $4.88K
2.87K $172K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-3
- 0.23%
$36.86 - $39.26 $111 - $118
1.28K $48K
XEL
Xcel Energy Inc

Utilities
-890
- 4.52%
$63.37 - $72.1 $56.4K - $64.2K
18.8K $1.33M
SWX
Southwest Gas Holdings, Inc.

Utilities
-35
- 0.9%
$68.42 - $78.18 $2.39K - $2.74K
3.86K $277K
FLGB
Franklin Templeton ETF Tr

ETFs
-126
- 5.93%
$25.73 - $29.17 $3.24K - $3.68K
2K $57K
ED
Consolidated Edison Inc

Utilities
-1.59K
- 19.13%
$88.0 - $110.59 $140K - $176K
6.73K $744K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-12
- 2.44%
$107.24 - $116.37 $1.29K - $1.4K
480 $55K
HQH
Tekla Healthcare Investors

Financial Services
-355
- 0.75%
$16.23 - $18.27 $5.76K - $6.49K
46.8K $759K
IYH
Ishares Tr

ETFs
-12
- 0.88%
$58.32 - $62.76 $700 - $753
1.35K $82K
UVV
Universal Corp

Consumer Defensive
-4
- 0.11%
$49.67 - $56.43 $199 - $226
3.74K $209K
ESGR
Enstar Group LTD

Financial Services
-20
- 1.99%
$324.4 - $333.99 $6.49K - $6.68K
985 $327K
IYE
Ishares Tr

ETFs
-236
- 5.1%
$45.23 - $49.95 $10.7K - $11.8K
4.4K $216K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-148
- 5.14%
$24.1 - $27.73 $3.57K - $4.1K
2.73K $74K
GTN
Gray Television Inc

Communication Services
-7.27K
- 22.72%
$3.21 - $5.19 $23.3K - $37.8K
24.7K $106K
KO
Coca Cola CO

Consumer Defensive
-14.9K
- 12.99%
$60.81 - $72.32 $906K - $1.08M
99.8K $7.15M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-122
- 1.11%
$20.96 - $23.51 $2.56K - $2.87K
10.9K $243K
MCHI
Ishares Msci China ETF

ETFs
-32
- 2.35%
$43.71 - $58.65 $1.4K - $1.88K
1.33K $72K
FJP
First Trust Japan Alphadex Fun

ETFs
-1.47K
- 5.03%
$49.98 - $57.59 $73.3K - $84.4K
27.7K $1.52M
FDT
First Trust Developed Markets

ETFs
-4.26K
- 6.84%
$53.51 - $60.98 $228K - $260K
58K $3.38M
GNL
Global Net Lease, Inc.

Real Estate
-513
- 2.28%
$6.91 - $8.26 $3.54K - $4.24K
22K $176K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-430
- 5.41%
$74.85 - $84.89 $32.2K - $36.5K
7.52K $614K
UTG
Reaves Utility Income Fund

Financial Services
-50
- 0.29%
$31.08 - $34.42 $1.55K - $1.72K
17.2K $559K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-147
- 1.83%
$45.62 - $51.12 $6.71K - $7.51K
7.88K $400K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-45
- 1.8%
$162.48 - $175.37 $7.31K - $7.89K
2.46K $427K
REZ
Ishares Tr Residential And Mul

ETFs
-859
- 5.21%
$78.21 - $88.48 $67.2K - $76K
15.6K $1.35M
FNDF
Schwab Fundamental Intl Large

ETFs
-37
- 0.54%
$32.9 - $37.45 $1.22K - $1.39K
6.8K $245K
SR
Spire Inc

Utilities
-242
- 6.88%
$65.62 - $78.25 $15.9K - $18.9K
3.28K $256K
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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