Ae Wealth Management LLC Incresed Positions in Q3 2025

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
851
+ 9.66%
$70.77 - $73.59 $60.2K - $62.6K
9.66K $708K
ING
Ing Groep Nv

Financial Services
410
+ 2.49%
$22.0 - $26.08 $9.02K - $10.7K
16.9K $439K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.46K
+ 1436.26%
$29.55 - $32.52 $72.6K - $79.9K
2.63K $84K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.68K
+ 69.75%
$45.26 - $46.63 $76.2K - $78.5K
4.1K $189K
FHN
First Horizon Corp

Financial Services
2.2K
+ 10.66%
$21.16 - $23.23 $46.6K - $51.1K
22.8K $516K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.62K
+ 2.78%
$20.84 - $21.03 $75.4K - $76.1K
134K $2.8M
PDP
Invesco Exchange Traded Fd Tr

ETFs
525
+ 31.66%
$107.15 - $118.05 $56.3K - $62K
2.18K $257K
AME
Ametek Inc

Industrials
346
+ 21.73%
$176.44 - $192.03 $61K - $66.4K
1.94K $364K
HLI
Houlihan Lokey, Inc.

Financial Services
163
+ 9.71%
$181.55 - $209.19 $29.6K - $34.1K
1.84K $378K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
477
+ 46.31%
$131.47 - $143.64 $62.7K - $68.5K
1.51K $213K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
596
+ 1.56%
$62.57 - $69.12 $37.3K - $41.2K
38.8K $2.64M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.05K
+ 4.12%
$23.82 - $25.84 $25K - $27.1K
26.5K $681K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.51K
+ 40.25%
$47.86 - $48.43 $72.4K - $73.3K
5.27K $254K
FULT
Fulton Financial Corp

Financial Services
3.37K
+ 23.31%
$17.57 - $19.86 $59.2K - $66.9K
17.8K $332K
SPXC
Spx Corp

Industrials
185
+ 10.02%
$168.95 - $204.31 $31.3K - $37.8K
2.03K $379K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
505
+ 140.28%
$110.71 - $127.06 $55.9K - $64.2K
865 $109K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
503
+ 42.95%
$109.47 - $119.06 $55.1K - $59.9K
1.67K $198K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.39K
+ 14.47%
$61.86 - $71.34 $86.2K - $99.4K
11K $707K
TRP
Tc Energy Corp

Energy
530
+ 7.46%
$46.58 - $54.41 $24.7K - $28.8K
7.63K $415K
RSG
Republic Services, Inc.

Industrials
619
+ 14.3%
$225.33 - $246.01 $139K - $152K
4.95K $1.14M
AVUV
American Centy ETF Tr Avantis

ETFs
392
+ 11.88%
$90.37 - $102.12 $35.4K - $40K
3.69K $367K
EPD
Enterprise Products Partners L.P.

Energy
1.78K
+ 4.09%
$30.74 - $32.14 $54.7K - $57.2K
45.3K $1.42M
DAX
Global X Fds Dax Germany ETF

ETFs
1.48K
+ 668.02%
$43.16 - $45.98 $64K - $68.2K
1.71K $76K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.43K
+ 1726.24%
$26.15 - $27.4 $63.6K - $66.7K
2.58K $70K
WPC
W. P. Carey Inc.

Real Estate
200
+ 1.93%
$61.29 - $68.7 $12.3K - $13.7K
10.5K $712K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
4.39K
+ 62657.14%
$12.7 - $15.07 $55.7K - $66.1K
4.39K $66K
BWB
Bridgewater Bancshares Inc

Financial Services
2.13K
+ 12.98%
$15.16 - $17.66 $32.3K - $37.6K
18.5K $326K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
612
+ 2.42%
$36.83 - $38.43 $22.5K - $23.5K
25.9K $996K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 191.57%
$37.38 - $41.35 $56.1K - $62K
2.28K $94K
LUMN
Lumen Technologies, Inc.

Communication Services
4.48K
+ 21.36%
$3.7 - $6.22 $16.6K - $27.9K
25.5K $155K
UTG
Reaves Utility Income Fund

Financial Services
153
+ 0.91%
$35.81 - $39.62 $5.48K - $6.06K
17K $671K
PWR
Quanta Services, Inc.

Industrials
70
+ 7.53%
$372.29 - $421.68 $26.1K - $29.5K
999 $414K
VRT
Vertiv Holdings CO

Industrials
719
+ 6.83%
N/A
11.3K $974K
AZO
Autozone Inc

Consumer Cyclical
4
+ 5.41%
$3649.42 - $4354.54 $14.6K - $17.4K
78 $334K
IJK
Ishares S&P Midcap 400 Growth

ETFs
433
+ 11.39%
$91.28 - $97.59 $39.5K - $42.3K
4.23K $405K
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.67K
+ 48.66%
$29.65 - $31.77 $49.5K - $53K
5.1K $161K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
150
+ 10.35%
$236.6 - $253.9 $35.5K - $38.1K
1.6K $401K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
540
+ 4.67%
$24.02 - $27.91 $13K - $15.1K
12.1K $337K
SNA
Snap On Inc

Industrials
70
+ 8.0%
$313.01 - $346.53 $21.9K - $24.3K
945 $327K
TDG
Trans Digm Group Inc

Industrials
66
+ 42.86%
$1271.04 - $1620.83 $83.9K - $107K
220 $289K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
298
+ 10.82%
$71.86 - $87.45 $21.4K - $26.1K
3.05K $254K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
14
+ 1.08%
$173.23 - $213.34 $2.43K - $2.99K
1.31K $278K
EXP
Eagle Materials Inc

Basic Materials
11
+ 0.67%
$209.12 - $242.26 $2.3K - $2.66K
1.65K $384K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.27K
+ 35.32%
$36.71 - $38.11 $46.4K - $48.2K
4.85K $184K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
867
+ 23.48%
$39.06 - $43.42 $33.9K - $37.6K
4.56K $197K
MTB
M&T Bank Corp

Financial Services
233
+ 12.1%
$183.74 - $204.05 $42.8K - $47.5K
2.16K $426K
DGX
Quest Diagnostics Inc

Healthcare
389
+ 14.47%
N/A
3.08K $421K
NET
Cloudflare, Inc.

Technology
138
+ 12.16%
$181.39 - $228.28 $25K - $31.5K
1.27K $273K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
511
+ 56.84%
$87.05 - $93.19 $44.5K - $47.6K
1.41K $131K
Activity Summary
Buys All Purchases 1347 New Holdings 247 Increased Positions 1100 Sells All Sells 678 Reductions 678 Sold out 0 Options Calls 0 Puts 0
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