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
IBHE
Ishares Ibonds 2025 Term High

ETFs
-3.79K
- 4.68%
$23.16 - $23.32 $87.8K - $88.4K
77.2K $1.79M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-3.28K
- 16.45%
$32.01 - $34.37 $105K - $113K
16.6K $556K
QJUN
First Tr ETF
-1.64K
- 6.97%
$26.45 - $29.15 $43.4K - $47.8K
21.9K $579K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.31K
- 50.6%
$63.91 - $70.19 $83.5K - $91.7K
1.28K $85K
BMO
Bank Of Montreal

Financial Services
-789
- 21.01%
$94.92 - $104.14 $74.9K - $82.2K
2.97K $283K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.25K
- 6.36%
$44.11 - $47.04 $55K - $58.7K
18.4K $817K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-1.7K
- 11.42%
$39.08 - $41.36 $66.4K - $70.3K
13.2K $522K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-116
- 17.9%
$435.02 - $515.95 $50.5K - $59.9K
532 $249K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-2.61K
- 23.2%
$34.14 - $37.91 $89K - $98.9K
8.63K $308K
GBCI
Glacier Bancorp, Inc.

Financial Services
-922
- 15.66%
$43.81 - $52.23 $40.4K - $48.2K
4.96K $219K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-1.59K
- 81.95%
$45.66 - $47.41 $72.8K - $75.6K
351 $16K
WERN
Werner Enterprises Inc

Industrials
-781
- 10.03%
$29.25 - $38.23 $22.8K - $29.9K
7.01K $205K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-1.36K
- 60.66%
$53.35 - $58.68 $72.4K - $79.6K
880 $49K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-937
- 4.58%
$47.09 - $50.46 $44.1K - $47.3K
19.5K $929K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.54K
- 8.21%
$25.77 - $27.6 $91.1K - $97.6K
39.5K $1.05M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
-1.73K
- 7.83%
$7.67 - $12.44 $13.2K - $21.5K
20.3K $176K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.18K
- 21.43%
$46.38 - $52.65 $54.7K - $62.1K
4.33K $201K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.42K
- 24.71%
$132.75 - $177.12 $189K - $252K
4.34K $661K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-1.17K
- 35.08%
$54.79 - $60.63 $64K - $70.9K
2.16K $119K
UGI
Ugi Corp

Utilities
-4.76K
- 26.16%
$28.0 - $34.16 $133K - $163K
13.4K $444K
MMS
Maximus, Inc.

Industrials
-566
- 12.17%
$64.34 - $79.68 $36.4K - $45.1K
4.09K $278K
FV
First Trust Dorsey Wright Focu

ETFs
-312
- 2.55%
$53.91 - $63.03 $16.8K - $19.7K
11.9K $654K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-149
- 2.7%
$141.31 - $175.89 $21.1K - $26.2K
5.38K $773K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-21
- 0.52%
$131.2 - $160.72 $2.76K - $3.38K
4.02K $531K
SXI
Standex International Corp

Industrials
-98
- 4.84%
$160.36 - $196.08 $15.7K - $19.2K
1.93K $310K
FULT
Fulton Financial Corp

Financial Services
-2.49K
- 12.48%
$17.24 - $21.11 $42.8K - $52.5K
17.4K $315K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-2.83K
- 4.2%
$25.44 - $25.58 $72K - $72.4K
64.6K $1.65M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-223
- 18.13%
$135.34 - $188.66 $30.2K - $42.1K
1.01K $141K
TAXF
American Centy ETF Tr Diversif

ETFs
-1.28K
- 77.88%
$49.19 - $50.86 $62.9K - $65K
363 $17K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-1.3K
- 30.3%
$45.66 - $48.85 $59.5K - $63.7K
3K $138K
EMB
Ishares Tr

ETFs
-1.57K
- 3.12%
$88.64 - $92.03 $139K - $144K
48.7K $4.41M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2.46K
- 6.69%
$26.64 - $27.14 $65.5K - $66.7K
34.3K $919K
BDN
Brandywine Realty Trust

Real Estate
-4.51K
- 11.82%
$4.44 - $5.66 $20K - $25.5K
33.7K $150K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.12K
- 24.64%
$29.72 - $31.94 $62.9K - $67.6K
6.47K $199K
RGA
Reinsurance Group Of America Inc

Financial Services
-29
- 0.87%
$186.01 - $231.1 $5.39K - $6.7K
3.32K $652K
BKU
Bank United, Inc.

Financial Services
-960
- 13.18%
$31.36 - $41.63 $30.1K - $40K
6.33K $217K
CNC
Centene Corp

Healthcare
-1.02K
- 21.6%
$55.93 - $65.89 $57.2K - $67.3K
3.71K $225K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-11
- 0.11%
$113.13 - $127.79 $1.24K - $1.41K
9.66K $1.09M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-2.71K
- 42.78%
$21.77 - $22.56 $59.1K - $61.2K
3.63K $81K
FELE
Franklin Electric CO Inc

Industrials
-442
- 9.24%
$93.38 - $106.03 $41.3K - $46.9K
4.34K $407K
ONB
Old National Bancorp

Financial Services
-2.02K
- 6.44%
$20.11 - $24.45 $40.7K - $49.5K
29.4K $622K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-1.27K
- 97.69%
$44.92 - $48.18 $56.9K - $61K
30 $1K
FTC
First Tr Lge Cap Growth

ETFs
-310
- 11.55%
$127.87 - $148.89 $39.6K - $46.2K
2.37K $311K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-507
- 23.43%
$65.76 - $84.94 $33.3K - $43.1K
1.66K $109K
CBU
Community Bank System, Inc.

Financial Services
-609
- 13.36%
$56.08 - $67.99 $34.2K - $41.4K
3.95K $224K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-619
- 2.51%
$46.06 - $49.24 $28.5K - $30.5K
24.1K $1.12M
FLGV
Franklin Templeton ETF Trfrank

ETFs
-2.85K
- 71.28%
$19.92 - $20.57 $56.8K - $58.6K
1.15K $23K
SPXC
Spx Corp

Industrials
-133
- 5.99%
$128.78 - $154.37 $17.1K - $20.5K
2.09K $268K
PAVE
Global X Fds Us Infrastructure

ETFs
-1.07K
- 19.87%
$37.31 - $43.82 $39.9K - $46.9K
4.32K $162K
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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