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
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-561
- 79.91%
$25.69 - $26.9 $14.4K - $15.1K
141 $3K
SU
Suncor Energy Inc

Energy
-196
- 3.53%
$31.54 - $41.04 $6.18K - $8.04K
5.36K $200K
IXG
Ishares Global Fin'L ETF

ETFs
-151
- 99.34%
$90.79 - $110.82 $13.7K - $16.7K
1 $0
MCHI
Ishares Msci China ETF

ETFs
-295
- 22.16%
$45.22 - $55.86 $13.3K - $16.5K
1.04K $57K
BDN
Brandywine Realty Trust

Real Estate
-2.18K
- 6.48%
$3.5 - $4.58 $7.64K - $10K
31.5K $135K
CWENA
Clearway Energy Inc Cl A
-441
- 41.84%
N/A
613 $21K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-478
- 59.53%
$28.36 - $31.3 $13.6K - $15K
325 $10K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.84K
- 8.63%
$10.59 - $11.48 $19.5K - $21.1K
19.5K $223K
FNDA
Schwab Fundamental U S Small C

ETFs
-724
- 16.97%
$23.85 - $28.69 $17.3K - $20.8K
3.54K $101K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-704
- 49.82%
$20.66 - $20.74 $14.5K - $14.6K
709 $14K
KAPR
Innovator U.S. Small Cap Power

ETFs
-625
- 15.05%
$28.5 - $32.39 $17.8K - $20.2K
3.53K $114K
FLGB
Franklin Templeton ETF Tr

ETFs
-555
- 27.76%
$25.34 - $31.3 $14.1K - $17.4K
1.44K $44K
PULS
Pgim ETF Tr

ETFs
-259
- 5.04%
$49.39 - $49.76 $12.8K - $12.9K
4.88K $242K
UPRO
Proshares Trust Proshares Ultr

ETFs
-192
- 69.57%
$50.65 - $91.44 $9.72K - $17.6K
84 $7K
DDD
3 D Systems Corp

Technology
-311
- 1.55%
$1.37 - $2.55 $426 - $793
19.8K $30K
MMS
Maximus, Inc.

Industrials
-285
- 6.98%
$65.54 - $76.8 $18.7K - $21.9K
3.8K $266K
GDDY
Go Daddy Inc.

Technology
-67
- 0.71%
$162.11 - $192.36 $10.9K - $12.9K
9.39K $1.69M
KRMA
Global X Fds Global X Consciou

ETFs
-327
- 99.39%
$32.84 - $40.38 $10.7K - $13.2K
2 $0
OMFL
Invesco Exchange Traded Self I

ETFs
-441
- 15.21%
$48.43 - $57.78 $21.4K - $25.5K
2.46K $142K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-449
- 74.21%
$23.32 - $24.45 $10.5K - $11K
156 $3K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-166
- 13.88%
$108.87 - $133.04 $18.1K - $22.1K
1.03K $137K
FCG
First Tr Exchange Traded Fd

ETFs
-41
- 0.73%
$19.37 - $25.23 $794 - $1.03K
5.61K $129K
IYH
Ishares Tr

ETFs
-70
- 5.19%
$53.97 - $60.17 $3.78K - $4.21K
1.28K $72K
BWB
Bridgewater Bancshares Inc

Financial Services
-3.11K
- 15.92%
$12.29 - $16.19 $38.2K - $50.3K
16.4K $261K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-469
- 21.35%
$26.69 - $33.44 $12.5K - $15.7K
1.73K $56K
VTC
Vanguard Scottsdale Fds Total

ETFs
-163
- 2.98%
$74.71 - $77.33 $12.2K - $12.6K
5.3K $409K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-219
- 18.96%
$44.22 - $52.08 $9.68K - $11.4K
936 $48K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-220
- 69.84%
$37.73 - $43.54 $8.3K - $9.58K
95 $4K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-583
- 98.31%
$13.42 - $20.22 $7.82K - $11.8K
10 $0
GBCI
Glacier Bancorp, Inc.

Financial Services
-68
- 1.37%
$37.85 - $44.51 $2.57K - $3.03K
4.9K $210K
UNOV
Earth Science Tech, Inc.

ETFs
-1.69K
- 7.02%
$32.19 - $36.09 $54.3K - $60.9K
22.4K $807K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-230
- 24.08%
$48.22 - $60.41 $11.1K - $13.9K
725 $43K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-180
- 2.85%
$46.41 - $47.7 $8.35K - $8.59K
6.13K $291K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-422
- 11.86%
$13.96 - $16.51 $5.89K - $6.97K
3.14K $51K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-76
- 63.87%
$89.63 - $111.92 $6.81K - $8.51K
43 $4K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-142
- 10.13%
$48.46 - $50.2 $6.88K - $7.13K
1.26K $62K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
-176
- 50.14%
$38.78 - $49.2 $6.83K - $8.66K
175 $8K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-7
- 0.24%
$44.37 - $50.04 $311 - $350
2.91K $138K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-254
- 12.64%
$45.9 - $56.06 $11.7K - $14.2K
1.76K $98K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-42
- 4.02%
$80.28 - $91.78 $3.37K - $3.85K
1K $88K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-138
- 7.19%
N/A
1.78K $81K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-2.75K
- 38.16%
$27.82 - $46.45 $76.6K - $128K
4.46K $207K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
-674
- 27.81%
$8.32 - $8.55 $5.61K - $5.76K
1.75K $14K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-214
- 18.84%
N/A
922 $29K
U
Unity Software Inc.

Technology
-2.82K
- 20.98%
$16.75 - $26.24 $47.2K - $73.9K
10.6K $256K
MXI
Ishares Global Materials ETF

ETFs
-90
- 21.23%
$71.63 - $86.87 $6.45K - $7.82K
334 $28K
ICF
Ishares Tr

ETFs
-57
- 0.89%
$54.56 - $62.47 $3.11K - $3.56K
6.35K $388K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-205
- 35.9%
$33.46 - $41.33 $6.86K - $8.47K
366 $15K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-122
- 30.42%
$56.88 - $70.77 $6.94K - $8.63K
279 $19K
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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