Ae Wealth Management LLC Purchases in Q4 2025

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.64K
+ 17.69%
$44.43 - $46.12 $73K - $75.8K
10.9K $492K
WEC
Wec Energy Group, Inc.

Utilities
6.24K
+ 3.63%
$110.61 - $117.5 $690K - $733K
178K $19.8M
ROBO
Robo Global Robotics And Autom

ETFs
1.04K
New
$65.31 - $70.26 $68K - $73.1K
1.04K $69K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
951
+ 27.52%
$60.25 - $64.15 $57.3K - $61K
4.41K $280K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.68K
+ 14.37%
$28.9 - $30.17 $77.3K - $80.7K
21.3K $621K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
972
+ 159.87%
$68.22 - $71.43 $66.3K - $69.4K
1.58K $111K
BOCT
Innovator U.S. Equity Buffer E

ETFs
1.42K
New
$47.74 - $49.27 $67.7K - $69.9K
1.42K $68K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
926
New
$67.75 - $84.35 $62.7K - $78.1K
926 $68K
WYNN
Wynn Resorts LTD

Consumer Cyclical
649
+ 41.05%
$112.52 - $133.34 $73K - $86.5K
2.23K $269K
MFC
Manulife Financial Corp

Financial Services
1.29K
+ 18.32%
$31.41 - $34.43 $40.4K - $44.3K
8.31K $285K
CBU
Community Bank System, Inc.

Financial Services
1.33K
+ 31.34%
$55.01 - $59.01 $73.3K - $78.7K
5.59K $315K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
926
+ 28.09%
$67.15 - $70.77 $62.2K - $65.5K
4.22K $293K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.3K
+ 69.03%
$50.33 - $50.81 $65.6K - $66.3K
3.19K $161K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.16K
+ 38.28%
$56.25 - $59.38 $65.3K - $68.9K
4.19K $238K
SEER
Seer, Inc.

Healthcare
32.5K
New
$2.0 - $2.37 $65K - $77.1K
32.5K $65K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.39K
+ 51.33%
$43.6 - $45.68 $60.5K - $63.4K
4.09K $184K
CMC
Commercial Metals CO

Basic Materials
959
+ 21.12%
$55.35 - $62.05 $53.1K - $59.5K
5.5K $324K
RES
Rpc Inc

Energy
11.9K
New
$4.23 - $5.68 $50.2K - $67.5K
11.9K $64K
SXT
Sensient Technologies Corp

Basic Materials
682
+ 16.36%
$89.75 - $96.81 $61.2K - $66K
4.85K $455K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
262
+ 16.39%
$243.46 - $255.19 $63.8K - $66.9K
1.86K $465K
AON
Aon PLC

Financial Services
207
+ 14.81%
$326.07 - $366.93 $67.5K - $76K
1.61K $561K
AZO
Autozone Inc

Consumer Cyclical
25
+ 32.05%
$3576.14 - $4253.71 $89.4K - $106K
103 $397K
EVRG
Evergy, Inc.

Utilities
791
+ 10.62%
$75.56 - $78.73 $59.8K - $62.3K
8.24K $629K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.97K
+ 5.2%
$39.17 - $40.87 $77.2K - $80.6K
39.9K $1.59M
VOOV
Vanguard S&P 500 Value ETF

ETFs
257
+ 8.25%
$195.54 - $204.93 $50.3K - $52.7K
3.37K $683K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
940
+ 2.92%
$48.68 - $50.07 $45.8K - $47.1K
33.1K $1.64M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1K
+ 2.19%
$45.42 - $46.3 $45.5K - $46.4K
46.7K $2.15M
TBI
True Blue, Inc.

Industrials
4.79K
+ 17.75%
N/A
31.7K $404K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.08K
+ 2003.7%
$53.7 - $56.5 $58.1K - $61.1K
1.14K $62K
GNW
Genworth Financial Inc

Financial Services
7.5K
+ 60.38%
$8.32 - $8.94 $62.4K - $67K
19.9K $169K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.53K
+ 31.57%
$37.8 - $38.45 $57.8K - $58.8K
6.38K $243K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.45K
+ 4.75%
$70.3 - $73.05 $102K - $106K
31.9K $2.29M
RIO
Rio Tinto PLC

Basic Materials
213
+ 2.17%
$65.44 - $72.58 $13.9K - $15.5K
10K $707K
PNM
Pnm Resources Inc

Utilities
1.4K
+ 19.59%
N/A
8.53K $355K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
11.4K
New
$4.68 - $5.64 $53.4K - $64.3K
11.4K $58K
VTC
Vanguard Scottsdale Fds Total

ETFs
790
+ 15.09%
$77.69 - $79.16 $61.4K - $62.5K
6.03K $468K
WWD
Woodward, Inc.

Industrials
159
+ 7.51%
$246.97 - $274.03 $39.3K - $43.6K
2.28K $593K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
114
+ 0.47%
$36.08 - $39.41 $4.11K - $4.49K
24.4K $958K
PFFA
Etfis Ser Tr I

ETFs
2.64K
New
$21.31 - $21.96 $56.3K - $58K
2.64K $56K
FR
First Industrial Realty Trust Inc

Real Estate
634
+ 13.01%
$50.26 - $56.64 $31.9K - $35.9K
5.51K $306K
NYT
New York Times CO

Communication Services
431
+ 9.78%
$54.66 - $64.49 $23.6K - $27.8K
4.84K $309K
SXI
Standex International Corp

Industrials
102
+ 6.75%
$211.13 - $244.87 $21.5K - $25K
1.61K $376K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.2K
New
$47.38 - $47.93 $57K - $57.7K
1.2K $56K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.27K
+ 17.07%
$37.0 - $39.93 $46.8K - $50.6K
8.68K $337K
COF
Capital One Financial Corp

Financial Services
684
+ 9.61%
$201.01 - $225.01 $137K - $154K
7.8K $1.57M
GPRE
Green Plains Inc.

Basic Materials
3.01K
+ 10.62%
$9.02 - $11.82 $27.1K - $35.6K
31.3K $303K
IJS
Ishares S&P Smallcap 600 Value

ETFs
533
+ 4.59%
$105.91 - $113.18 $56.5K - $60.3K
12.1K $1.34M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.06K
+ 284.37%
$50.85 - $51.0 $53.6K - $53.8K
1.43K $72K
EMHC
Spdr Bloomberg Emerging Market
1.63K
+ 4.07%
$25.12 - $25.8 $41K - $42.1K
41.7K $1.06M
Activity Summary
Buys All Purchases 1534 New Holdings 312 Increased Positions 1222 Sells All Sells 670 Reductions 667 Sold out 3 Options Calls 0 Puts 1
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