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
TT
Trane Technologies PLC

Industrials
156
+ 5.45%
$408.5 - $448.65 $63.7K - $70K
3.02K $1.26M
ITM
Vaneck Intermediate Muni ETF

ETFs
1.15K
+ 107.35%
$46.53 - $47.21 $53.7K - $54.5K
2.23K $104K
GDE
Wisdomtree Tr Efficient Gold P

ETFs
917
+ 46.83%
$56.35 - $64.61 $51.7K - $59.2K
2.88K $166K
TMUS
T Mobile Us, Inc.

Communication Services
4.08K
+ 11.6%
$201.01 - $233.26 $820K - $951K
39.2K $8.47M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
1.11K
+ 6.57%
$37.91 - $39.12 $41.9K - $43.2K
17.9K $697K
NSC
Norfolk Southern Corp

Industrials
796
+ 7.49%
$279.53 - $300.15 $223K - $239K
11.4K $3.25M
ISMD
Northern Lts Fd Tr Iv

ETFs
1.81K
+ 18.08%
$37.19 - $39.32 $67.5K - $71.3K
11.8K $441K
SMTC
Semtech Corp

Technology
1.21K
+ 25.73%
$64.42 - $75.27 $78.1K - $91.3K
5.93K $388K
EBC
Eastern Bankshares, Inc.

Financial Services
3.28K
+ 24.68%
$16.73 - $18.86 $54.8K - $61.8K
16.6K $291K
HIG
Hartford Financial Services Group, Inc.

Financial Services
370
+ 14.44%
$122.36 - $133.85 $45.3K - $49.5K
2.93K $392K
TSCO
Tractor Supply CO

Consumer Cyclical
1.05K
+ 21.34%
$52.49 - $56.37 $55.2K - $59.3K
5.98K $331K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.7K
+ 29.13%
$30.55 - $32.35 $52K - $55.1K
7.54K $236K
ETN
Eaton Corp PLC

Industrials
1.33K
+ 6.95%
$352.39 - $387.75 $469K - $516K
20.5K $7.22M
FULT
Fulton Financial Corp

Financial Services
3.68K
+ 20.62%
$16.79 - $18.69 $61.7K - $68.7K
21.5K $382K
ITOT
Ishares Core S&P Total U.S. St

ETFs
238
+ 1.1%
$142.79 - $150.05 $34K - $35.7K
21.9K $3.21M
TRP
Tc Energy Corp

Energy
801
+ 10.5%
$49.79 - $55.23 $39.9K - $44.2K
8.43K $465K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
1.15K
+ 44.52%
$41.77 - $42.6 $47.8K - $48.8K
3.72K $157K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.22K
+ 52.31%
$34.78 - $37.69 $42.5K - $46.1K
3.56K $133K
TRNO
Terreno Realty Corp

Real Estate
548
+ 13.33%
$55.94 - $62.14 $30.7K - $34.1K
4.66K $282K
TSN
Tyson Foods, Inc.

Consumer Defensive
949
+ 14.79%
$50.72 - $55.51 $48.1K - $52.7K
7.37K $397K
AMCR
Amcor PLC

Consumer Cyclical
3.57K
+ 6.25%
$7.82 - $8.58 $27.9K - $30.7K
60.8K $515K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
2.09K
+ 28.61%
$23.54 - $23.83 $49.2K - $49.8K
9.4K $222K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
600
+ 80.65%
$76.15 - $82.04 $45.7K - $49.2K
1.34K $105K
TTD
Trade Desk, Inc.

Technology
1.96K
+ 41.11%
$41.93 - $54.13 $82K - $106K
6.71K $281K
URG
Ur Energy Inc

Energy
40.2K
New
$1.21 - $2.03 $48.6K - $81.5K
40.2K $48K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2K
New
$23.56 - $23.67 $47.1K - $47.3K
2K $47K
IBB
Ishares Biotechnology ETF

ETFs
118
+ 8.44%
$148.51 - $164.96 $17.5K - $19.5K
1.52K $248K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
1.13K
+ 4.37%
$38.1 - $38.9 $43.2K - $44.1K
27.1K $1.04M
HYD
Vaneck High Yield Muni ETF

ETFs
925
+ 72.27%
$50.62 - $51.21 $46.8K - $47.4K
2.21K $111K
PJUL
Innovator U.S. Equity Power Bu

ETFs
936
+ 2.49%
$45.22 - $46.04 $42.3K - $43.1K
38.6K $1.76M
MGA
Magna International Inc

Consumer Cyclical
771
+ 17.44%
$43.54 - $50.37 $33.6K - $38.8K
5.19K $254K
MUR
Murphy Oil Corp

Energy
824
+ 8.55%
$26.57 - $30.68 $21.9K - $25.3K
10.5K $318K
FNDA
Schwab Fundamental U S Small C

ETFs
1.58K
+ 44.2%
$29.85 - $31.55 $47K - $49.7K
5.14K $156K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.06K
+ 17.21%
$39.19 - $40.92 $41.7K - $43.5K
7.25K $291K
PAVE
Global X Fds Us Infrastructure

ETFs
1.03K
+ 17.66%
$46.42 - $48.56 $47.7K - $49.9K
6.84K $321K
IAPR
Innovator Etfs Tr Internationa

ETFs
1.42K
+ 112.81%
$29.87 - $30.48 $42.4K - $43.2K
2.68K $81K
JXN
Jackson Financial Inc.

Financial Services
645
+ 25.76%
$92.13 - $103.82 $59.4K - $67K
3.15K $297K
OMF
One Main Holdings, Inc.

Financial Services
543
+ 12.32%
$52.15 - $61.38 $28.3K - $33.3K
4.95K $292K
SRLN
Ssga Active Trust

ETFs
1.26K
+ 4.7%
$41.05 - $41.54 $51.8K - $52.5K
28.1K $1.16M
IJUL
Innovator Etfs Tr

ETFs
1.31K
+ 110.94%
$32.46 - $33.16 $42.5K - $43.4K
2.49K $81K
EUFN
Ishares Msci Europe Financials

ETFs
1.15K
+ 12.21%
$33.08 - $35.38 $38.2K - $40.8K
10.6K $367K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
147
+ 639.13%
$242.45 - $294.48 $35.6K - $43.3K
170 $48K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
402
+ 17.25%
$115.95 - $121.97 $46.6K - $49K
2.73K $321K
SCI
Service Corp International

Consumer Cyclical
770
+ 14.33%
$79.67 - $83.86 $61.3K - $64.6K
6.14K $489K
FAAR
First Trust Vii Alternative Ab

ETFs
1.29K
+ 6.71%
$29.86 - $30.91 $38.6K - $39.9K
20.6K $628K
RPV
Invesco Exchange Traded Fd Tr

ETFs
398
+ 51.42%
$95.88 - $101.05 $38.2K - $40.2K
1.17K $117K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
795
+ 16.77%
$53.68 - $54.54 $42.7K - $43.4K
5.54K $297K
KN
Knowles Corp

Technology
3.59K
+ 16.1%
$21.65 - $24.41 $77.7K - $87.6K
25.9K $560K
RTO
Rentokil Initial PLC

Industrials
840
+ 5.54%
$25.45 - $29.68 $21.4K - $24.9K
16K $423K
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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