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
PAPR
Innovator U.S. Equity Power Bu

ETFs
210
+ 0.82%
$38.23 - $38.65 $8.03K - $8.12K
25.9K $996K
RFG
Invesco Exchange Traded Fd Tr

ETFs
251
New
$49.57 - $52.61 $12.4K - $13.2K
251 $12K
BBSC
Jp Morgan Exc Trd Tr Betabuild
172
New
$71.92 - $76.71 $12.4K - $13.2K
172 $12K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
225
+ 12.61%
$35.77 - $38.66 $8.05K - $8.7K
2.01K $77K
SCHO
Schwab Short Term Us Treasury

ETFs
477
+ 10.42%
$24.31 - $24.46 $11.6K - $11.7K
5.05K $123K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
47
+ 16.49%
$309.99 - $353.65 $14.6K - $16.6K
332 $102K
BHP
Bhp Group LTD

Basic Materials
397
+ 4.5%
$53.62 - $57.96 $21.3K - $23K
9.23K $503K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
602
+ 83.15%
$18.77 - $18.93 $11.3K - $11.4K
1.33K $24K
PPA
Invesco Exchange Traded Fd Tr

ETFs
170
+ 5.17%
$150.5 - $159.55 $25.6K - $27.1K
3.46K $521K
ILF
Ishares Latin America 40 ETF

ETFs
300
+ 28.9%
$27.22 - $31.12 $8.17K - $9.34K
1.34K $40K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
156
+ 260.0%
$69.23 - $72.13 $10.8K - $11.3K
216 $15K
JHEM
John Hancock Exchange Traded

ETFs
263
+ 16.46%
$30.87 - $33.27 $8.12K - $8.75K
1.86K $61K
SPOT
Spotify Technology S.A.

Communication Services
66
+ 13.07%
$616.91 - $707.3 $40.7K - $46.7K
571 $363K
TOL
Toll Brothers, Inc.

Consumer Cyclical
236
+ 9.28%
$127.26 - $142.72 $30K - $33.7K
2.78K $362K
ACLS
Axcelis Technologies Inc

Technology
646
+ 24.4%
$79.19 - $94.76 $51.2K - $61.2K
3.29K $268K
CRF
Cornerstone Total Return Fund Inc

Financial Services
1.65K
+ 11.45%
$7.81 - $8.21 $12.8K - $13.5K
16K $125K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
504
+ 27.3%
$19.61 - $19.82 $9.88K - $9.99K
2.35K $46K
ING
Ing Groep Nv

Financial Services
497
+ 2.95%
$23.66 - $26.51 $11.8K - $13.2K
17.4K $449K
XTOC
Innovator Etfs Tr U S Equity A

ETFs
333
New
$32.07 - $33.24 $10.7K - $11.1K
333 $10K
TILE
Interface Inc

Consumer Cyclical
1.88K
+ 14.4%
$24.9 - $28.57 $46.8K - $53.7K
14.9K $387K
IQLT
Ishares Msci Intl Quality Fact

ETFs
143
+ 2.97%
$43.84 - $45.35 $6.27K - $6.49K
4.96K $222K
VLUE
Ishares Msci Usa Value Factor

ETFs
16
+ 1.08%
$122.29 - $132.67 $1.96K - $2.12K
1.49K $194K
IYE
Ishares Tr

ETFs
19
+ 0.27%
$45.39 - $48.8 $862 - $927
7.16K $349K
BBAX
J P Morgan Betabuilders Develo

ETFs
190
+ 31.0%
$55.14 - $57.46 $10.5K - $10.9K
803 $44K
JSML
Janus Detroit Str Tr Henderson

ETFs
149
+ 59.84%
$71.84 - $76.84 $10.7K - $11.4K
398 $28K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
664
+ 3.83%
$11.22 - $11.68 $7.45K - $7.76K
18K $207K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
324
+ 1.49%
$8.43 - $9.33 $2.73K - $3.02K
22.1K $203K
SHW
Sherwin Williams CO

Basic Materials
402
+ 4.58%
$330.74 - $354.45 $133K - $142K
9.19K $3.05M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
135
+ 18.75%
$58.89 - $62.37 $7.95K - $8.42K
855 $52K
JETS
ETF Ser Solutions U S Global J

ETFs
387
New
$23.99 - $25.69 $9.28K - $9.94K
387 $9K
FIVA
Fidelity Covington Tr

ETFs
175
+ 5.35%
$30.93 - $32.71 $5.41K - $5.72K
3.45K $111K
FICS
First Tr Exchange Traded Fd Vi

ETFs
243
+ 270.0%
$37.94 - $39.35 $9.22K - $9.56K
333 $12K
JXI
Ishares Tr Global Utils ETF

ETFs
114
New
$78.02 - $81.52 $8.89K - $9.29K
114 $9K
JPIE
J P Morgan Exchange Traded Fd
192
+ 46.27%
$46.18 - $46.47 $8.87K - $8.92K
607 $28K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
772
+ 0.41%
$25.75 - $26.12 $19.9K - $20.2K
191K $4.93M
SJNK
Spdr Bloomberg Short Term High

ETFs
424
+ 14.42%
$25.2 - $25.57 $10.7K - $10.8K
3.37K $84K
XMPT
Vaneck Cef Muni Income ETF

ETFs
418
New
$21.67 - $22.12 $9.06K - $9.25K
418 $9K
USTB
Victory Portfolios Ii Victorys

ETFs
182
New
$50.79 - $51.05 $9.24K - $9.29K
182 $9K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
163
+ 6.25%
$55.45 - $56.87 $9.04K - $9.27K
2.77K $155K
ARKG
Ark Genomic Revolution ETF (De

ETFs
325
+ 411.39%
$26.89 - $33.6 $8.74K - $10.9K
404 $10K
BMI
Badger Meter Inc

Technology
63
+ 5.53%
$172.92 - $187.87 $10.9K - $11.8K
1.2K $211K
DFAS
Dimensional ETF Tr U S Small C

ETFs
180
+ 6.76%
$66.04 - $69.67 $11.9K - $12.5K
2.84K $190K
FEX
First Tr Large Cap Core Alphde

ETFs
200
+ 1.73%
$113.91 - $118.65 $22.8K - $23.7K
11.7K $1.36M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
355
New
$23.71 - $24.16 $8.42K - $8.58K
355 $8K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
53
+ 20.62%
$140.53 - $155.49 $7.45K - $8.24K
310 $43K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
308
+ 44.51%
$23.66 - $23.91 $7.29K - $7.36K
1K $23K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
251
+ 32.85%
N/A
1.02K $31K
PWV
Invesco Exchange Traded Fd Tr

ETFs
90
+ 7.55%
$63.56 - $66.72 $5.72K - $6K
1.28K $84K
IGF
Ishares Global Infrastructure

ETFs
107
+ 77.54%
$60.97 - $62.49 $6.52K - $6.69K
245 $15K
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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