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
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.69K
+ 4.0%
$22.27 - $22.52 $37.7K - $38.1K
44K $982K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.32K
+ 201.98%
$22.43 - $22.55 $29.7K - $29.8K
1.98K $44K
TCHP
T Rowe Price Exchange Traded F

Technology
618
New
$47.86 - $51.43 $29.6K - $31.8K
618 $30K
AME
Ametek Inc

Industrials
98
+ 5.06%
$179.28 - $202.11 $17.6K - $19.8K
2.04K $393K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.09K
+ 50.39%
$41.52 - $64.86 $86.8K - $136K
6.24K $267K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
524
+ 29.42%
$46.45 - $49.01 $24.3K - $25.7K
2.31K $111K
FXO
First Tr Exchange Traded Fd Fi

ETFs
537
+ 30.48%
$55.79 - $59.43 $30K - $31.9K
2.3K $133K
MBSD
Flexshares Tr Disciplined Dura

ETFs
1.4K
New
$20.81 - $21.02 $29.1K - $29.3K
1.4K $29K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
1.74K
+ 9.08%
$10.78 - $12.9 $18.8K - $22.5K
20.9K $258K
SLVP
Ishares Msci Global Silver And

ETFs
1.04K
+ 44.68%
$24.72 - $31.29 $25.6K - $32.4K
3.36K $92K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
266
+ 72.28%
$106.25 - $112.78 $28.3K - $30K
634 $68K
CNA
Cna Financial Corp

Financial Services
633
+ 3.84%
$44.05 - $47.08 $27.9K - $29.8K
17.1K $792K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
230
+ 8.9%
$44.95 - $52.86 $10.3K - $12.2K
2.81K $139K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
263
New
$101.58 - $106.65 $26.7K - $28K
263 $27K
MOTI
Vaneck Morningstar Internation

ETFs
714
+ 1785.0%
$37.24 - $38.97 $26.6K - $27.8K
754 $28K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
4.29K
+ 6.34%
$8.11 - $8.48 $34.8K - $36.3K
71.9K $585K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
286
New
$90.65 - $95.4 $25.9K - $27.3K
286 $26K
EWY
Ishares Inc Msci South Korea E

ETFs
262
+ 727.78%
$80.72 - $100.78 $21.1K - $26.4K
298 $28K
IGRO
Ishares Tr International Divid

ETFs
317
+ 546.55%
$78.71 - $81.58 $25K - $25.9K
375 $30K
ALV
Autoliv Inc

Consumer Cyclical
269
+ 9.93%
$115.59 - $128.01 $31.1K - $34.4K
2.98K $359K
ET
Energy Transfer LP

Energy
2.38K
+ 2.36%
$16.29 - $17.01 $38.8K - $40.6K
103K $1.76M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
1.37K
New
$18.24 - $18.9 $25K - $25.9K
1.37K $25K
FXN
First Tr Exchange Traded Fd Fi

ETFs
1.15K
+ 7.62%
$15.32 - $16.7 $17.7K - $19.3K
16.3K $271K
ECLN
First Tr Exchange Traded Fd Iv

ETFs
755
New
N/A
755 $25K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
643
+ 20.87%
$38.95 - $39.72 $25K - $25.5K
3.72K $146K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
364
+ 8.81%
$60.19 - $64.12 $21.9K - $23.3K
4.49K $274K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
1.01K
+ 53.32%
$24.09 - $24.41 $24.4K - $24.7K
2.91K $70K
MPLX
Mplx LP

Energy
170
+ 3.83%
$47.8 - $53.21 $8.13K - $9.05K
4.61K $245K
SONY
Sony Group Corp

Technology
689
+ 5.44%
$27.71 - $30.26 $19.1K - $20.8K
13.4K $388K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
598
+ 0.78%
$24.85 - $25.28 $14.9K - $15.1K
77.3K $1.94M
BLD
Top Build Corp

Industrials
13
+ 1.94%
$392.8 - $453.57 $5.11K - $5.9K
684 $286K
PRF
Invesco Exchange Traded Fd Tr

ETFs
442
+ 8.93%
$44.13 - $46.37 $19.5K - $20.5K
5.39K $246K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
459
+ 20.76%
$46.88 - $48.98 $21.5K - $22.5K
2.67K $128K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
268
+ 18.43%
$64.77 - $69.67 $17.4K - $18.7K
1.72K $119K
JHMD
John Hancock ETF Tr Multifacto

ETFs
510
+ 15.09%
$39.34 - $41.27 $20.1K - $21K
3.89K $158K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.19K
+ 20.53%
$20.85 - $21.86 $24.8K - $26K
6.98K $147K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
427
New
$54.04 - $66.33 $23.1K - $28.3K
427 $23K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
224
+ 29.13%
$106.97 - $112.08 $24K - $25.1K
993 $107K
CGCP
Capital Group Core Plus Income

ETFs
1.01K
New
$22.64 - $22.98 $22.9K - $23.3K
1.01K $22K
FXU
First Tr Exchange Traded Fd Ut

ETFs
443
+ 52.12%
$45.44 - $47.36 $20.1K - $21K
1.29K $60K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
302
New
$72.93 - $76.75 $22K - $23.2K
302 $22K
IYC
Ishares U.S. Consumer Discreti

ETFs
306
+ 13.51%
$100.77 - $104.82 $30.8K - $32.1K
2.57K $259K
MREO
Mereo Biopharma Group PLC

Healthcare
12.6K
New
$1.76 - $2.24 $22.1K - $28.1K
12.6K $22K
CDC
Victory Portfolios Ii Shs Inco

ETFs
341
New
$64.67 - $66.93 $22.1K - $22.8K
341 $22K
AVNS
Avanos Medical, Inc.

Healthcare
2.02K
+ 15.72%
$10.66 - $11.83 $21.5K - $23.9K
14.9K $169K
SAN
Banco Santander, S.A.

Financial Services
1.6K
+ 11.62%
$9.65 - $11.03 $15.4K - $17.6K
15.4K $165K
BWB
Bridgewater Bancshares Inc

Financial Services
2.21K
+ 11.89%
$16.42 - $17.8 $36.2K - $39.2K
20.7K $347K
IAT
Ishares Tr

ETFs
432
New
$47.69 - $52.3 $20.6K - $22.6K
432 $21K
JHML
John Hancock Multifactor Large

ETFs
257
+ 8.93%
$76.59 - $80.09 $19.7K - $20.6K
3.14K $246K
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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