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
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
-989
- 35.67%
$27.12 - $31.85 $26.8K - $31.5K
1.78K $56K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-969
- 32.22%
$26.66 - $33.09 $25.8K - $32.1K
2.04K $67K
STAG
Stag Industrial, Inc.

Real Estate
-736
- 6.85%
$30.08 - $37.02 $22.1K - $27.2K
10K $363K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-489
- 3.71%
$47.55 - $50.44 $23.3K - $24.7K
12.7K $637K
NURE
Nuveen Short Term Reit ETF

ETFs
-63
- 0.46%
$26.98 - $31.41 $1.7K - $1.98K
13.8K $408K
KOMP
Spdr S&P Kensho New Economies

ETFs
-762
- 33.04%
$40.86 - $54.38 $31.1K - $41.4K
1.54K $83K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1K
- 18.9%
$18.94 - $21.67 $19K - $21.7K
4.3K $91K
VEU
Vanguard Ftse All World Ex Us

ETFs
-868
- 16.51%
$54.19 - $67.22 $47K - $58.3K
4.39K $295K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-217
- 26.99%
$93.63 - $103.68 $20.3K - $22.5K
587 $60K
ESGR
Enstar Group LTD

Financial Services
-80
- 8.12%
$330.1 - $336.55 $26.4K - $26.9K
905 $304K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-395
- 33.91%
$60.21 - $75.37 $23.8K - $29.8K
770 $56K
SRE
Sempra Energy

Utilities
-659
- 10.49%
$63.78 - $78.91 $42K - $52K
5.63K $426K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-810
- 32.82%
$27.01 - $28.59 $21.9K - $23.2K
1.66K $47K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-491
- 16.91%
$44.68 - $45.96 $21.9K - $22.6K
2.41K $110K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-544
- 37.88%
$37.87 - $42.54 $20.6K - $23.1K
892 $37K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-683
- 10.12%
$35.3 - $37.51 $24.1K - $25.6K
6.07K $227K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-1.5K
- 13.84%
$19.16 - $23.81 $28.8K - $35.8K
9.36K $222K
TBF
Proshares Trust Short 20+ Trea

ETFs
-920
- 87.62%
$23.03 - $25.48 $21.2K - $23.4K
130 $3K
VOYA
Voya Financial, Inc.

Financial Services
-472
- 12.09%
$54.27 - $71.0 $25.6K - $33.5K
3.43K $243K
XBJL
Innovator Etfs Tr Us Equity Ac
-871
- 17.23%
$30.83 - $35.99 $26.9K - $31.3K
4.18K $150K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-542
- 37.35%
$33.77 - $41.16 $18.3K - $22.3K
909 $36K
FLGV
Franklin Templeton ETF Trfrank

ETFs
-995
- 86.6%
$20.16 - $20.7 $20.1K - $20.6K
154 $3K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.29K
- 6.88%
$37.18 - $42.23 $85K - $96.5K
30.9K $1.31M
SECT
Sector 10, Inc.

ETFs
-1.16K
- 17.26%
$45.25 - $58.07 $52.4K - $67.2K
5.55K $322K
INGN
Inogen Inc

Healthcare
-2.69K
- 17.32%
$5.75 - $7.32 $15.5K - $19.7K
12.9K $90K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-929
- 36.11%
$24.46 - $33.16 $22.7K - $30.8K
1.64K $53K
MWA
Mueller Water Products, Inc.

Industrials
-61
- 0.45%
$22.82 - $27.21 $1.39K - $1.66K
13.5K $323K
KRE
Spdr S&P Regional Banking ETF

ETFs
-442
- 17.79%
$48.81 - $59.48 $21.6K - $26.3K
2.04K $121K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-229
- 2.32%
$60.03 - $72.0 $13.7K - $16.5K
9.63K $638K
IDCC
Inter Digital, Inc.

Communication Services
-263
- 11.4%
$183.37 - $234.7 $48.2K - $61.7K
2.05K $458K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-390
- 57.69%
$66.89 - $111.18 $26.1K - $43.4K
286 $31K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-512
- 8.08%
$38.16 - $46.72 $19.5K - $23.9K
5.83K $257K
NWBI
Northwest Bancshares, Inc.

Financial Services
-2.25K
- 16.32%
$10.9 - $12.84 $24.5K - $28.9K
11.5K $147K
ABR
Arbor Realty Trust Inc

Real Estate
-491
- 3.99%
$8.92 - $11.89 $4.38K - $5.84K
11.8K $126K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-428
- 99.3%
$37.28 - $45.23 $16K - $19.4K
3 $0
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-181
- 70.16%
$86.79 - $101.21 $15.7K - $18.3K
77 $7K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-218
- 1.96%
$48.13 - $49.85 $10.5K - $10.9K
10.9K $535K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-208
- 88.89%
$62.18 - $94.42 $12.9K - $19.6K
26 $2K
EMGF
Ishares Msci Emerging Markets

ETFs
-541
- 26.64%
$41.37 - $52.07 $22.4K - $28.2K
1.49K $77K
BKU
Bank United, Inc.

Financial Services
-678
- 10.72%
$29.48 - $36.33 $20K - $24.6K
5.65K $200K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-429
- 99.77%
$35.2 - $40.71 $15.1K - $17.5K
1 $0
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-106
- 4.31%
$157.93 - $175.89 $16.7K - $18.6K
2.35K $410K
LSAF
Two Rds Shared Tr

ETFs
-442
- 99.77%
$35.13 - $42.48 $15.5K - $18.8K
1 $0
NFG
National Fuel Gas CO

Energy
-584
- 9.75%
$73.0 - $86.01 $42.6K - $50.2K
5.4K $457K
LECO
Lincoln Electric Holdings Inc

Industrials
-302
- 11.75%
$167.18 - $211.38 $50.5K - $63.8K
2.27K $470K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-236
- 1.95%
N/A
11.9K $769K
XBAP
Innovator ETF Tr Us Equity Acc
-506
- 48.1%
$32.27 - $36.74 $16.3K - $18.6K
546 $20K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-282
- 38.16%
$46.99 - $57.94 $13.3K - $16.3K
457 $25K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-786
- 41.61%
$17.99 - $18.99 $14.1K - $14.9K
1.1K $20K
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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