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
MTB
M&T Bank Corp

Financial Services
-210
- 11.61%
$170.47 - $201.98 $35.8K - $42.4K
1.6K $285K
FR
First Industrial Realty Trust Inc

Real Estate
-1.51K
- 21.92%
$48.46 - $57.99 $73.1K - $87.4K
5.37K $289K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.23K
- 3.94%
$49.22 - $51.73 $60.7K - $63.8K
30.1K $1.52M
HOPE
Hope Bancorp Inc

Financial Services
-1.4K
- 6.66%
$10.26 - $12.25 $14.3K - $17.1K
19.6K $205K
KBH
Kb Home

Consumer Cyclical
-276
- 6.06%
$57.73 - $70.05 $15.9K - $19.3K
4.28K $248K
HEQT
Simplify Exchange Traded Fds H
-1.5K
- 15.06%
$28.48 - $30.52 $42.7K - $45.8K
8.47K $242K
AON
Aon PLC

Financial Services
-206
- 26.18%
$348.44 - $409.32 $71.8K - $84.3K
581 $231K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.11K
- 23.17%
$25.81 - $28.52 $54.4K - $60.1K
6.99K $192K
TRP
Tc Energy Corp

Energy
-1.16K
- 14.37%
$44.29 - $49.27 $51.3K - $57.1K
6.9K $325K
BDX
Becton Dickinson & CO

Healthcare
-240
- 10.53%
$222.79 - $249.08 $53.5K - $59.8K
2.04K $467K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-1.53K
- 22.48%
$26.06 - $28.54 $40K - $43.8K
5.29K $138K
SYLD
Cambria Shareholder Yld ETF

ETFs
-532
- 16.15%
$62.77 - $71.4 $33.4K - $38K
2.76K $176K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.54K
- 42.4%
$27.95 - $30.87 $43K - $47.5K
2.09K $59K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-656
- 21.25%
$48.37 - $55.84 $31.7K - $36.6K
2.43K $118K
SMR
Nuscale Power Corp

Industrials
-429
- 3.88%
$14.16 - $29.08 $6.07K - $12.5K
10.6K $150K
INGN
Inogen Inc

Healthcare
-1.67K
- 9.67%
$6.8 - $12.53 $11.3K - $20.9K
15.5K $110K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-4.93K
- 32.42%
$12.18 - $13.34 $60.1K - $65.8K
10.3K $136K
NWBI
Northwest Bancshares, Inc.

Financial Services
-2.24K
- 13.96%
$11.78 - $13.39 $26.3K - $29.9K
13.8K $165K
CRF
Cornerstone Total Return Fund Inc

Financial Services
-2.68K
- 15.27%
$7.17 - $9.1 $19.2K - $24.4K
14.9K $106K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-994
- 36.88%
$47.59 - $48.35 $47.3K - $48.1K
1.7K $82K
NEOG
Neogen Corp

Healthcare
-511
- 4.28%
$8.43 - $13.07 $4.31K - $6.68K
11.4K $99K
BIBL
Northern Lts Fd Tr Iv

ETFs
-988
- 6.39%
$37.55 - $41.94 $37.1K - $41.4K
14.5K $556K
LGOV
First Tr ETF Iv Long Duration

ETFs
-5.1K
- 5.12%
$20.41 - $21.7 $104K - $111K
94.4K $2.03M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-447
- 65.64%
$81.58 - $109.72 $36.5K - $49K
234 $20K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.46K
- 2.53%
$48.31 - $49.23 $70.4K - $71.8K
56.1K $2.76M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-935
- 32.75%
N/A
1.92K $88K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-593
- 63.29%
$69.15 - $74.69 $41K - $44.3K
344 $24K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-405
- 33.5%
$102.5 - $112.02 $41.5K - $45.4K
804 $83K
ALIT
Alight, Inc.

Technology
-3.41K
- 16.04%
$5.91 - $7.05 $20.1K - $24K
17.8K $105K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-436
- 5.4%
$83.91 - $90.87 $36.6K - $39.6K
7.63K $647K
NJUL
Innovator Growth 100 Power Buf

Technology
-128
- 1.07%
$59.98 - $64.86 $7.68K - $8.3K
11.8K $707K
HEEM
Ishares Currency Hedged Msci E

ETFs
-1.55K
- 45.66%
$26.44 - $29.01 $41K - $45K
1.85K $51K
HTGC
Hercules Capital, Inc.

Financial Services
-816
- 3.03%
$18.01 - $22.0 $14.7K - $18K
26.1K $501K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.86K
- 8.58%
$41.61 - $44.72 $77.5K - $83.3K
19.8K $859K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.75K
- 15.9%
$22.42 - $23.22 $39.3K - $40.7K
9.27K $213K
KRP
Kimbell Royalty Partners, LP

Energy
-100
- 0.62%
$13.35 - $16.45 $1.34K - $1.65K
16K $223K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-1.56K
- 18.82%
$34.25 - $37.6 $53.5K - $58.8K
6.74K $248K
UPRO
Proshares Trust Proshares Ultr

ETFs
-368
- 57.14%
$71.19 - $99.29 $26.2K - $36.5K
276 $20K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-883
- 80.05%
$38.36 - $41.43 $33.9K - $36.6K
220 $8K
AMSF
Amerisafe Inc

Financial Services
-834
- 10.24%
N/A
7.31K $320K
URA
Global X Uranium ETF

ETFs
-1.2K
- 53.95%
$22.92 - $30.98 $27.5K - $37.2K
1.03K $23K
KRE
Spdr S&P Regional Banking ETF

ETFs
-446
- 15.22%
$55.11 - $65.5 $24.6K - $29.2K
2.48K $141K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-447
- 12.33%
$40.67 - $48.92 $18.2K - $21.9K
3.18K $129K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.4K
- 29.36%
$24.6 - $24.99 $34.3K - $34.9K
3.36K $83K
SQEW
Two Rds Shared Tr Leadershares

ETFs
-967
- 56.78%
$30.9 - $34.79 $29.9K - $33.6K
736 $23K
FNDA
Schwab Fundamental U S Small C

ETFs
-782
- 15.49%
$26.87 - $30.99 $21K - $24.2K
4.27K $116K
DD
Du Pont De Nemours, Inc.

Basic Materials
-262
- 3.13%
$72.7 - $84.32 $19K - $22.1K
8.11K $605K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-935
- 5.78%
$32.91 - $34.28 $30.8K - $32.1K
15.2K $510K
TECL
Direxion Daily Technology Bull

ETFs
-350
- 91.62%
$58.43 - $100.39 $20.5K - $35.1K
32 $1K
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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