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
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
132
+ 56.65%
$22.92 - $23.88 $3.03K - $3.15K
365 $8K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
36
New
$84.49 - $93.55 $3.04K - $3.37K
36 $3K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
1.93K
+ 2.13%
$10.98 - $11.25 $21.1K - $21.7K
92.3K $1.02M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
150
+ 65.22%
$22.58 - $23.01 $3.39K - $3.45K
380 $8K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
62
+ 6200.0%
$50.56 - $50.96 $3.13K - $3.16K
63 $3K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
139
New
$21.61 - $21.94 $3K - $3.05K
139 $3K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
15
+ 0.45%
$117.88 - $120.77 $1.77K - $1.81K
3.38K $407K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
22
+ 9.09%
$97.88 - $107.14 $2.15K - $2.36K
264 $27K
IEO
Ishares Tr

ETFs
36
+ 156.52%
$86.77 - $94.6 $3.12K - $3.41K
59 $5K
JHSC
John Hancock ETF Tr Multifacto

ETFs
87
+ 10.78%
$40.5 - $42.62 $3.52K - $3.71K
894 $36K
MINO
Pimco ETF Tr Municipal Income

ETFs
82
New
$45.17 - $45.79 $3.7K - $3.75K
82 $3K
RWM
Proshares Short Russell2000

ETFs
176
New
$16.23 - $17.2 $2.86K - $3.03K
176 $3K
FNDC
Schwab Fundamental Intl Small

ETFs
60
+ 2.66%
$43.41 - $45.12 $2.6K - $2.71K
2.32K $103K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
62
+ 221.43%
$49.42 - $51.28 $3.06K - $3.18K
90 $4K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
129
+ 0.95%
$10.88 - $11.45 $1.4K - $1.48K
13.7K $153K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
59
+ 0.28%
$25.25 - $25.65 $1.49K - $1.51K
20.8K $532K
VONV
Vanguard Russell 1000 Value Et

ETFs
25
+ 0.88%
$87.55 - $91.32 $2.19K - $2.28K
2.87K $257K
USVM
Victory Portfolios Ii Victorys

ETFs
36
New
$87.54 - $91.3 $3.15K - $3.29K
36 $3K
HDGE
Advisorshares Tr Ranger Equity

ETFs
148
New
$16.16 - $17.33 $2.39K - $2.56K
148 $2K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
59
New
$42.41 - $43.07 $2.5K - $2.54K
59 $2K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
3
+ 0.16%
$30.0 - $32.27 $90 - $96.8
1.84K $58K
TECL
Direxion Daily Technology Bull

ETFs
10
+ 31.25%
$118.89 - $152.7 $1.19K - $1.53K
42 $5K
HPE
Hewlett Packard Enterprise CO

Technology
1.35K
+ 8.32%
$22.5 - $26.25 $30.3K - $35.3K
17.5K $399K
BSEP
Innovator U.S. Equity Buffer E

ETFs
16
+ 0.27%
$47.64 - $48.98 $762 - $784
6.04K $292K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
37
+ 7.2%
$73.55 - $79.22 $2.72K - $2.93K
551 $42K
VEGI
Ishares Inc Msci Global Agricu

ETFs
33
+ 9.3%
$38.26 - $39.74 $1.26K - $1.31K
388 $15K
HEZU
Ishares Currency Hedged Msci E

ETFs
35
+ 15.77%
$41.97 - $43.96 $1.47K - $1.54K
257 $11K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
72
+ 8.12%
$41.91 - $43.15 $3.02K - $3.11K
959 $40K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
23
New
$92.73 - $93.89 $2.13K - $2.16K
23 $2K
JHMM
John Hancock Multifactor Mid C

ETFs
101
+ 1.97%
$62.76 - $65.54 $6.34K - $6.62K
5.24K $334K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
4.56K
+ 41.84%
$17.53 - $24.57 $79.8K - $112K
15.4K $270K
UBT
Proshares Ultra 20+Yr Treasury

ETFs
168
New
$17.15 - $18.43 $2.88K - $3.1K
168 $2K
REXR
Rexford Industrial Realty, Inc.

Real Estate
71
+ 1.18%
$39.36 - $44.26 $2.79K - $3.14K
6.08K $249K
RWO
Spdr Dow Jones Global Real Est

ETFs
63
+ 1.54%
$44.14 - $46.54 $2.78K - $2.93K
4.15K $189K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
23
+ 25.56%
$103.32 - $112.12 $2.38K - $2.58K
113 $11K
SPSC
Sps Commerce Inc

Technology
599
+ 29.26%
$80.48 - $113.04 $48.2K - $67.7K
2.65K $215K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
11
New
$172.08 - $188.89 $1.89K - $2.08K
11 $2K
BATT
Amplify Lithium & Battery Tech

ETFs
140
New
$12.62 - $13.92 $1.77K - $1.95K
140 $1K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
17
New
$87.79 - $91.95 $1.49K - $1.56K
17 $1K
CAMT
Camtek LTD

Technology
12
+ 0.6%
N/A
2.01K $177K
LPG
Dorian Lpg Ltd.

Energy
1.25K
+ 11.84%
$26.17 - $29.52 $32.8K - $37K
11.8K $316K
BBC
Bioshares Biotechnology

ETFs
41
New
$27.29 - $32.34 $1.12K - $1.33K
41 $1K
FDEV
Fidelity International Multifa

ETFs
58
+ 5800.0%
$32.65 - $33.9 $1.89K - $1.97K
59 $1K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
34
+ 17.0%
$23.87 - $24.31 $812 - $827
234 $5K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
17
+ 0.36%
$41.99 - $42.52 $714 - $723
4.79K $202K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
65
New
$24.14 - $24.4 $1.57K - $1.59K
65 $1K
FLIN
Franklin Templeton ETF Tr

ETFs
38
+ 100.0%
$37.47 - $39.72 $1.42K - $1.51K
76 $2K
MLPA
Global X Mlp ETF

ETFs
4
+ 1.23%
$46.39 - $48.6 $186 - $194
330 $16K
COPX
Global X Copper Miners ETF

ETFs
8
+ 1.81%
$57.93 - $64.14 $463 - $513
449 $27K
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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