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
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.19K
+ 9.24%
$19.16 - $19.36 $22.8K - $23K
14K $269K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
944
+ 22.67%
$44.0 - $54.43 $41.5K - $51.4K
5.11K $228K
STZ
Constellation Brands, Inc.

Consumer Defensive
214
+ 14.13%
$127.65 - $142.97 $27.3K - $30.6K
1.73K $223K
FLYW
Flywire Corp

Technology
1.06K
+ 7.82%
$12.56 - $13.99 $13.3K - $14.8K
14.6K $202K
KRE
Spdr S&P Regional Banking ETF

ETFs
406
+ 17.48%
$58.14 - $64.09 $23.6K - $26K
2.73K $166K
SU
Suncor Energy Inc

Energy
184
+ 3.77%
$38.17 - $44.36 $7.02K - $8.16K
5.07K $224K
ACRE
Ares Commercial Real Estate Corp

Real Estate
1.85K
+ 7.7%
$4.39 - $5.06 $8.11K - $9.35K
25.8K $127K
BOX
Box Inc

Technology
665
+ 9.62%
$31.11 - $33.53 $20.7K - $22.3K
7.58K $242K
TDSB
Exchange Listed Fds Tr Cabana

ETFs
334
+ 1.62%
$23.47 - $24.13 $7.84K - $8.06K
20.9K $499K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
1.01K
+ 291.88%
$18.44 - $18.66 $18.6K - $18.8K
1.35K $25K
VICI
Vici Properties Inc.

Real Estate
1.14K
+ 17.21%
$29.52 - $32.91 $33.5K - $37.4K
7.74K $234K
EWJ
Ishares Msci Japan ETF

ETFs
149
+ 10.82%
$78.36 - $84.34 $11.7K - $12.6K
1.53K $128K
OHI
Omega Healthcare Investors Inc

Real Estate
24
+ 0.24%
$39.41 - $44.12 $946 - $1.06K
9.91K $435K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
424
+ 22.19%
$41.61 - $44.26 $17.6K - $18.8K
2.34K $101K
VPU
Vanguard Utilities ETF

ETFs
63
+ 3.13%
$190.8 - $202.04 $12K - $12.7K
2.08K $399K
HOPE
Hope Bancorp Inc

Financial Services
2.61K
+ 13.03%
$10.07 - $11.12 $26.3K - $29K
22.6K $232K
BNOV
Innovator U.S. Equity Buffer E

ETFs
333
+ 3.82%
$43.16 - $44.58 $14.4K - $14.8K
9.05K $395K
IMFL
Invesco Ex Tr Self Indx Fd Tr
567
+ 339.52%
$27.57 - $29.25 $15.6K - $16.6K
734 $21K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
264
+ 218.18%
$66.27 - $69.4 $17.5K - $18.3K
385 $25K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
402
+ 4.69%
$32.35 - $34.37 $13K - $13.8K
8.98K $303K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
482
+ 3.8%
$49.98 - $50.22 $24.1K - $24.2K
13.2K $658K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
364
+ 13.95%
$53.25 - $56.36 $19.4K - $20.5K
2.97K $162K
CNC
Centene Corp

Healthcare
272
+ 2.99%
$33.15 - $38.7 $9.02K - $10.5K
9.37K $340K
EME
Emcor Group, Inc.

Industrials
67
+ 7.97%
$618.96 - $777.0 $41.5K - $52.1K
908 $562K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
291
+ 117.34%
$52.81 - $55.35 $15.4K - $16.1K
539 $29K
IYG
Ishares Tr

ETFs
188
+ 30.27%
$86.19 - $90.17 $16.2K - $17K
809 $71K
JMEE
J P Morgan Exchange Traded Fd

ETFs
259
+ 370.0%
$61.3 - $64.67 $15.9K - $16.7K
329 $20K
SJB
Proshares Tr Short High Yield

ETFs
1.04K
New
$15.35 - $15.58 $16K - $16.2K
1.04K $16K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
189
+ 13.48%
$82.16 - $84.87 $15.5K - $16K
1.59K $133K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
290
+ 16.52%
$42.25 - $47.23 $12.3K - $13.7K
2.05K $88K
FVD
First Tr Value Line Divid Inde

ETFs
1.07K
+ 1.05%
$45.0 - $46.25 $48K - $49.3K
103K $4.72M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
484
+ 3.09%
$50.46 - $50.9 $24.4K - $24.6K
16.1K $814K
KOMP
Spdr S&P Kensho New Economies

ETFs
314
+ 18.72%
$60.1 - $65.57 $18.9K - $20.6K
1.99K $119K
TRS
Trimas Corp

Consumer Cyclical
2.47K
+ 29.35%
$31.08 - $39.95 $76.7K - $98.6K
10.9K $339K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
431
+ 24.24%
$29.01 - $32.17 $12.5K - $13.9K
2.21K $65K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
217
+ 15.7%
$76.99 - $79.92 $16.7K - $17.3K
1.6K $124K
FMF
First Trust Managed Futures St

ETFs
288
+ 1.48%
$48.06 - $49.61 $13.8K - $14.3K
19.7K $959K
FLJP
Franklin Templeton ETF Tr

ETFs
358
+ 42.42%
$33.71 - $36.09 $12.1K - $12.9K
1.2K $43K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
66
+ 1.47%
$58.83 - $63.18 $3.88K - $4.17K
4.55K $283K
JBLU
Jetblue Airways Corp

Industrials
9.3K
+ 27.49%
$4.08 - $4.95 $37.9K - $46K
43.1K $180K
CLX
Clorox CO

Consumer Defensive
1.17K
+ 21.3%
$103.68 - $123.19 $122K - $145K
6.68K $692K
ENB
Enbridge Inc

Energy
3K
+ 6.28%
$46.39 - $50.07 $139K - $150K
50.7K $2.42M
IHE
Ishares Tr

ETFs
133
+ 41.18%
$73.63 - $80.43 $9.79K - $10.7K
456 $36K
JPRE
J P Morgan Exchange Traded Fd

ETFs
284
New
$46.46 - $48.79 $13.2K - $13.9K
284 $13K
MVV
Proshares Ultra Midcap400

ETFs
197
New
$64.76 - $70.74 $12.8K - $13.9K
197 $13K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
270
+ 53.15%
$44.26 - $47.16 $12K - $12.7K
778 $36K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
280
New
$38.8 - $46.19 $10.9K - $12.9K
280 $12K
AAL
American Airlines Group Inc.

Industrials
1.12K
+ 1.36%
N/A
84K $927K
GNL
Global Net Lease, Inc.

Real Estate
2.46K
+ 6.9%
$7.55 - $8.19 $18.6K - $20.2K
38.2K $302K
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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