Ae Wealth Management LLC Sells in Q1 2025

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-4.81K
- 30.34%
$217.89 - $252.64 $1.05M - $1.22M
11K $2.45M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3.29K
- 44.94%
$333.37 - $384.99 $1.1M - $1.27M
4.03K $1.35M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-13.6K
- 12.78%
$100.34 - $100.68 $1.36M - $1.37M
92.6K $9.32M
IWX
Ishares Tr Russell 200 Value E

ETFs
-57.1K
- 5.34%
$78.54 - $84.86 $4.49M - $4.85M
1.01M $83.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-16.9K
- 54.34%
$77.7 - $78.94 $1.31M - $1.33M
14.2K $1.12M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-3.89K
- 2.2%
$14.67 - $22.01 $57K - $85.6K
173K $2.66M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-28.4K
- 80.09%
$41.55 - $43.98 $1.18M - $1.25M
7.05K $295K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-39K
- 9.42%
$34.23 - $36.9 $1.34M - $1.44M
375K $13.4M
TFLO
Ishares Treasury Floating Rate

ETFs
-22.8K
- 22.36%
$50.48 - $50.68 $1.15M - $1.16M
79.2K $4.01M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-37.3K
- 73.79%
$29.82 - $30.1 $1.11M - $1.12M
13.3K $399K
TIP
Ishares Tr Tips Bd ETF

ETFs
-11.1K
- 35.16%
$106.22 - $111.09 $1.18M - $1.24M
20.6K $2.28M
VTI
Vanguard Total Stock Market Et

ETFs
-1.85K
- 4.89%
$271.18 - $303.12 $501K - $560K
35.9K $9.88M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-56.4K
- 67.79%
$16.57 - $18.85 $934K - $1.06M
26.8K $445K
ECL
Ecolab Inc.

Basic Materials
-4.77K
- 59.9%
$229.72 - $269.82 $1.09M - $1.29M
3.19K $808K
PFF
Ishares Trust Ishares Pfd And

ETFs
-32.2K
- 44.85%
$30.73 - $32.26 $988K - $1.04M
39.5K $1.21M
FSIG
First Tr ETF Iv LTD Duration I
-54.3K
- 55.71%
$18.74 - $19.04 $1.02M - $1.03M
43.2K $817K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-16K
- 94.83%
$63.07 - $73.5 $1.01M - $1.18M
874 $61K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-10.5K
- 71.73%
$94.86 - $97.12 $996K - $1.02M
4.14K $394K
MUB
Ishares National Muni Bond ETF

ETFs
-5.44K
- 1.54%
$104.71 - $107.69 $570K - $586K
348K $36.7M
URI
United Rentals, Inc.

Industrials
-1.14K
- 45.95%
$594.17 - $789.56 $678K - $901K
1.34K $841K
SAIA
Saia Inc

Industrials
-1.38K
- 35.63%
$349.29 - $508.47 $481K - $700K
2.49K $869K
JBL
Jabil Inc

Technology
-6.05K
- 78.75%
$130.51 - $173.33 $790K - $1.05M
1.63K $222K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-9.41K
- 43.02%
$86.24 - $97.98 $812K - $922K
12.5K $1.09M
FMF
First Trust Managed Futures St

ETFs
-17.2K
- 39.07%
$45.87 - $48.39 $787K - $830K
26.8K $1.23M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13.6K
- 19.26%
$40.03 - $46.81 $546K - $638K
57.1K $2.33M
FAAR
First Trust Vii Alternative Ab

ETFs
-30.7K
- 53.72%
$27.81 - $28.97 $854K - $890K
26.5K $765K
NRG
Nrg Energy, Inc.

Utilities
-17.8K
- 10.79%
$84.82 - $113.33 $1.51M - $2.02M
147K $14M
FTLS
First Tr Long/Short Equity ETF

ETFs
-12.2K
- 41.83%
$63.42 - $68.17 $774K - $832K
17K $1.09M
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.92K
- 23.45%
$237.72 - $276.98 $695K - $810K
9.54K $2.33M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-17K
- 44.82%
$44.96 - $47.9 $763K - $813K
20.9K $950K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-30.7K
- 41.6%
$24.66 - $26.1 $758K - $802K
43.2K $1.08M
IXC
Ishares Tr Global Energy ETF

ETFs
-20.7K
- 90.87%
$38.48 - $42.16 $796K - $872K
2.08K $87K
GBIL
Goldman Sachs Access Treasury

ETFs
-7.68K
- 42.13%
$99.85 - $100.19 $767K - $770K
10.6K $1.06M
DGRO
Ishares Core Dividend Growth E

ETFs
-12.6K
- 20.78%
$60.46 - $64.42 $764K - $814K
48.1K $2.97M
IEF
Ishares Barclays

ETFs
-9.21K
- 19.97%
$91.17 - $95.39 $839K - $878K
36.9K $3.52M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-29.7K
- 83.39%
$24.5 - $24.95 $729K - $742K
5.93K $146K
IRM
Iron Mountain Inc

Real Estate
-4.69K
- 27.88%
$82.79 - $111.31 $388K - $522K
12.1K $1.04M
HUBS
Hubspot Inc

Technology
-561
- 17.65%
$571.29 - $819.71 $320K - $460K
2.62K $1.5M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-17.1K
- 34.03%
$39.51 - $41.0 $677K - $702K
33.2K $1.33M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-22.1K
- 20.08%
$31.4 - $33.22 $694K - $734K
88K $2.83M
ABC
Amerisourcebergen Corp

Healthcare
-3.71K
- 15.97%
N/A
19.5K $3.61M
NDAQ
Nasdaq, Inc.

Financial Services
-7.74K
- 12.62%
$72.17 - $83.76 $558K - $648K
53.5K $4.06M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.03K
- 0.67%
$69.82 - $78.67 $71.8K - $81K
152K $10.7M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
-20K
- 18.07%
$34.06 - $36.44 $682K - $729K
90.8K $3.21M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-6.69K
- 67.51%
$100.59 - $103.47 $673K - $692K
3.22K $332K
DIV
Global X Superdividend Us ETF

ETFs
-38.5K
- 3.99%
N/A
926K $15.9M
VXF
Vanguard Extended Market ETF

ETFs
-2.95K
- 38.5%
$170.36 - $201.04 $503K - $594K
4.72K $812K
PHM
Pultegroup Inc

Consumer Cyclical
-28
- 0.03%
$101.09 - $118.51 $2.83K - $3.32K
101K $10.4M
SHOP
Shopify Inc.

Technology
-3.21K
- 11.41%
$90.59 - $129.31 $291K - $415K
24.9K $2.38M
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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