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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
108
+ 30.42%
$63.98 - $67.45 $6.91K - $7.28K
463 $30K
OSK
Oshkosh Corp

Industrials
143
+ 6.59%
$120.42 - $139.9 $17.2K - $20K
2.31K $288K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
809
+ 5.69%
$13.56 - $14.22 $11K - $11.5K
15K $207K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
133
+ 700.0%
$52.21 - $52.72 $6.94K - $7.01K
152 $7K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
141
+ 5.38%
$45.48 - $45.92 $6.41K - $6.47K
2.76K $126K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
176
+ 1.56%
$45.09 - $46.71 $7.94K - $8.22K
11.5K $526K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
189
New
$34.12 - $35.53 $6.45K - $6.72K
189 $6K
IFV
First Trust Dorsey Wright Inte

ETFs
280
New
$24.01 - $24.74 $6.72K - $6.93K
280 $6K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
288
+ 38.71%
$21.4 - $22.03 $6.16K - $6.34K
1.03K $22K
KXI
Ishares Tr Global Consumer Sta

ETFs
87
+ 8.53%
$63.38 - $66.34 $5.51K - $5.77K
1.11K $71K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
287
New
$21.9 - $22.08 $6.29K - $6.34K
287 $6K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
131
+ 21.76%
$41.73 - $43.65 $5.47K - $5.72K
733 $31K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
197
+ 1.65%
$94.22 - $95.83 $18.6K - $18.9K
12.2K $1.15M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
58
+ 1933.33%
$98.42 - $106.67 $5.71K - $6.19K
61 $6K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
81
+ 289.29%
$78.81 - $86.99 $6.38K - $7.05K
109 $8K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
92
+ 4.79%
$53.81 - $56.64 $4.95K - $5.21K
2.01K $111K
SHYD
Vaneck Short High Yield Muni E

ETFs
261
+ 12.86%
$22.74 - $22.89 $5.94K - $5.97K
2.29K $52K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
37
New
$184.47 - $199.8 $6.83K - $7.39K
37 $6K
AEM
Agnico Eagle Mines LTD

Basic Materials
35
+ 2.58%
$155.17 - $185.52 $5.43K - $6.49K
1.39K $233K
AVIV
American Centy ETF Tr Avantis
75
New
$66.39 - $70.06 $4.98K - $5.25K
75 $5K
DISV
Dimensional ETF Tr Dimensional

ETFs
134
+ 10.7%
$35.06 - $36.3 $4.7K - $4.86K
1.39K $49K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
130
+ 15.29%
$29.02 - $30.5 $3.77K - $3.97K
980 $29K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
97
+ 15.52%
$50.2 - $50.36 $4.87K - $4.88K
722 $36K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
103
+ 58.86%
$50.99 - $54.42 $5.25K - $5.61K
278 $14K
EMGF
Ishares Msci Emerging Markets

ETFs
66
+ 6.91%
$55.07 - $59.37 $3.63K - $3.92K
1.02K $59K
IWV
Ishares Russell 3000 ETF

ETFs
9
+ 0.87%
$371.33 - $389.89 $3.34K - $3.51K
1.04K $395K
NTR
Nutrien Ltd.

Basic Materials
44
+ 1.19%
$53.64 - $61.11 $2.36K - $2.69K
3.73K $221K
PAA
Plains All American Pipeline LP

Energy
414
+ 2.5%
$15.85 - $17.04 $6.56K - $7.05K
17K $287K
STLD
Steel Dynamics Inc

Basic Materials
51
+ 1.48%
N/A
3.49K $342K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
455
+ 45.5%
$10.27 - $10.6 $4.67K - $4.82K
1.46K $15K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
65
+ 33.68%
$110.66 - $122.11 $7.19K - $7.94K
258 $28K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
1.27K
+ 638.19%
$2.82 - $3.83 $3.58K - $4.86K
1.47K $4K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
38
New
$125.44 - $132.11 $4.77K - $5.02K
38 $4K
OPER
ETF Ser Solutions Clearshares

ETFs
46
New
$100.01 - $100.38 $4.6K - $4.62K
46 $4K
FEMS
First Trust Emerging Markets S

ETFs
104
New
$41.86 - $44.36 $4.35K - $4.61K
104 $4K
FXG
First Tr Exchange Traded First

ETFs
68
+ 25.19%
$60.57 - $63.8 $4.12K - $4.34K
338 $20K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
52
+ 0.7%
$49.87 - $51.3 $2.59K - $2.67K
7.43K $376K
RAVI
Flexshares Tr Ready Access Var

ETFs
56
New
$75.35 - $75.65 $4.22K - $4.24K
56 $4K
VRIG
Invesco Actively Managed ETF F

ETFs
173
New
$25.05 - $25.16 $4.33K - $4.35K
173 $4K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
47
New
$90.35 - $97.16 $4.25K - $4.57K
47 $4K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
202
New
$19.77 - $20.0 $3.99K - $4.04K
202 $4K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
193
+ 30.02%
$21.09 - $21.35 $4.07K - $4.12K
836 $17K
AAXJ
Ishares Msci All Country Asia

ETFs
43
New
$89.0 - $96.2 $3.83K - $4.14K
43 $4K
UWM
Proshares Ultra Russell 2000

ETFs
104
New
$43.88 - $49.39 $4.56K - $5.14K
104 $4K
SCHQ
Schwab Strategic Tr Long Term

ETFs
126
+ 1800.0%
$32.05 - $33.17 $4.04K - $4.18K
133 $4K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
48
New
$88.71 - $91.39 $4.26K - $4.39K
48 $4K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
178
+ 22.47%
$22.42 - $22.6 $3.99K - $4.02K
970 $21K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
36
New
$111.49 - $115.34 $4.01K - $4.15K
36 $4K
CWENA
Clearway Energy Inc Cl A
97
+ 14.52%
N/A
765 $26K
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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