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
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
889
+ 23.07%
$52.55 - $54.37 $46.7K - $48.3K
4.74K $256K
EUFN
Ishares Msci Europe Financials

ETFs
794
+ 9.17%
$31.4 - $34.74 $24.9K - $27.6K
9.45K $324K
BSEP
Innovator U.S. Equity Buffer E

ETFs
696
+ 13.06%
$45.13 - $48.29 $31.4K - $33.6K
6.02K $290K
NFG
National Fuel Gas CO

Energy
75
+ 1.39%
$82.19 - $93.72 $6.16K - $7.03K
5.48K $506K
WMB
Williams Companies, Inc.

Energy
664
+ 5.31%
$56.52 - $64.01 $37.5K - $42.5K
13.2K $834K
AIT
Applied Industrial Technologies Inc

Industrials
63
+ 5.67%
$242.14 - $275.72 $15.3K - $17.4K
1.18K $306K
DOCU
Docusign, Inc.

Technology
899
+ 30.59%
$67.14 - $85.01 $60.4K - $76.4K
3.84K $276K
CATH
Global X Fds Global X S&P 500

ETFs
45
+ 0.57%
$75.38 - $81.32 $3.39K - $3.66K
7.9K $640K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
430
+ 2.62%
$36.37 - $38.37 $15.6K - $16.5K
16.8K $645K
MC
Moelis & CO

Financial Services
255
+ 7.69%
$64.0 - $77.75 $16.3K - $19.8K
3.57K $254K
IDV
Ishares Tr

ETFs
1.23K
+ 97.77%
$34.54 - $37.28 $42.3K - $45.7K
2.48K $90K
BLD
Top Build Corp

Industrials
4
+ 0.6%
$343.19 - $443.31 $1.37K - $1.77K
671 $262K
CMC
Commercial Metals CO

Basic Materials
154
+ 3.51%
$50.28 - $59.79 $7.74K - $9.21K
4.54K $260K
IGM
Ishares Expanded Tech Sector E

ETFs
290
+ 42.09%
$110.96 - $127.67 $32.2K - $37K
979 $123K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.99K
+ 5697.14%
$22.31 - $23.01 $44.5K - $45.9K
2.03K $46K
CTVA
Corteva, Inc.

Basic Materials
1.43K
+ 18.99%
$67.08 - $77.12 $95.7K - $110K
8.94K $604K
INTU
Intuit Inc

Technology
1.21K
+ 16.21%
$646.03 - $807.39 $781K - $976K
8.67K $5.92M
QDPL
Pacer Fds Tr Metaurus Us Large
822
+ 19.46%
$39.4 - $42.1 $32.4K - $34.6K
5.05K $211K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.09K
+ 37.4%
$32.11 - $34.92 $34.8K - $37.9K
3.99K $139K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
241
+ 9.22%
$79.39 - $90.39 $19.1K - $21.8K
2.86K $253K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
393
+ 104.52%
$105.03 - $112.54 $41.3K - $44.2K
769 $84K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
488
+ 17.38%
$64.75 - $69.05 $31.6K - $33.7K
3.3K $227K
TSCO
Tractor Supply CO

Consumer Cyclical
448
+ 10.0%
$54.08 - $62.65 $24.2K - $28.1K
4.93K $280K
BKU
Bank United, Inc.

Financial Services
744
+ 13.18%
$35.63 - $39.55 $26.5K - $29.4K
6.39K $243K
IRM
Iron Mountain Inc

Real Estate
504
+ 3.86%
$89.46 - $104.46 $45.1K - $52.6K
13.6K $1.38M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
698
+ 3172.73%
$55.31 - $60.06 $38.6K - $41.9K
720 $43K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
1.41K
+ 129.86%
$27.55 - $28.94 $38.8K - $40.8K
2.49K $72K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
568
+ 64.11%
$59.11 - $67.35 $33.6K - $38.3K
1.45K $96K
PHYL
Pgim ETF Tr

ETFs
1.18K
+ 1357.47%
$35.14 - $35.8 $41.5K - $42.3K
1.27K $45K
ZS
Zscaler, Inc.

Technology
201
+ 15.14%
$267.68 - $316.5 $53.8K - $63.6K
1.53K $458K
ADSK
Autodesk, Inc.

Technology
165
+ 6.13%
N/A
2.86K $702K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
144
+ 1.02%
$41.91 - $44.87 $6.04K - $6.46K
14.3K $638K
QJUN
First Tr ETF
936
+ 11.53%
$29.51 - $31.11 $27.6K - $29.1K
9.06K $281K
ARKQ
Ark Autonomous Technology & Ro

ETFs
123
+ 10.31%
$86.2 - $111.56 $10.6K - $13.7K
1.32K $146K
HRB
H&R Block Inc

Consumer Cyclical
1.6K
+ 17.04%
$49.28 - $56.76 $78.8K - $90.8K
11K $555K
HOPE
Hope Bancorp Inc

Financial Services
3.62K
+ 22.08%
$9.71 - $11.66 $35.1K - $42.2K
20K $215K
PAA
Plains All American Pipeline LP

Energy
3.32K
+ 25.1%
$16.88 - $18.93 $56K - $62.8K
16.5K $282K
HISF
First Tr Exc Traded Fd Iv High

ETFs
853
+ 168.91%
$44.31 - $45.51 $37.8K - $38.8K
1.36K $61K
GWRE
Guidewire Software, Inc.

Technology
216
+ 12.07%
$207.82 - $261.88 $44.9K - $56.6K
2.01K $460K
JCI
Johnson Controls International PLC

Industrials
5
+ 0.06%
$103.24 - $111.73 $516 - $559
8.8K $967K
IJUL
Innovator Etfs Tr

ETFs
1.16K
+ 5026.09%
$31.5 - $32.72 $36.4K - $37.8K
1.18K $38K
SXT
Sensient Technologies Corp

Basic Materials
579
+ 16.13%
$93.0 - $120.77 $53.8K - $69.9K
4.17K $391K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
543
+ 835.38%
$64.58 - $69.94 $35.1K - $38K
608 $42K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
529
+ 4.83%
$50.73 - $52.47 $26.8K - $27.8K
11.5K $599K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
286
+ 211.85%
$113.22 - $123.86 $32.4K - $35.4K
421 $51K
WSO
Watsco Inc

Industrials
254
+ 14.27%
$381.94 - $489.97 $97K - $124K
2.03K $822K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
765
+ 33.03%
$37.4 - $39.31 $28.6K - $30.1K
3.08K $121K
SMB
Vaneck Short Muni ETF

ETFs
1.96K
+ 359.74%
$17.24 - $17.48 $33.7K - $34.2K
2.5K $43K
ET
Energy Transfer LP

Energy
7.22K
+ 7.7%
$17.11 - $18.16 $123K - $131K
101K $1.73M
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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