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
VAW
Vanguard Materials ETF

ETFs
100
+ 33.33%
$193.21 - $210.15 $19.3K - $21K
400 $81K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
493
+ 4.54%
$45.54 - $48.43 $22.5K - $23.9K
11.4K $529K
URA
Global X Uranium ETF

ETFs
110
+ 6.03%
$36.45 - $50.4 $4.01K - $5.54K
1.93K $92K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
159
+ 4.0%
$56.62 - $61.48 $9K - $9.78K
4.13K $249K
LRN
Stride, Inc.

Consumer Defensive
109
+ 7.62%
$128.23 - $169.81 $14K - $18.5K
1.54K $229K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
358
+ 15.26%
$42.39 - $44.63 $15.2K - $16K
2.7K $120K
YJUN
First Tr Exchange Traded Fd Vi
809
+ 78.32%
$24.2 - $25.07 $19.6K - $20.3K
1.84K $46K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
257
+ 45.09%
$66.81 - $74.64 $17.2K - $19.2K
827 $60K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
874
+ 6.55%
$13.32 - $14.12 $11.6K - $12.3K
14.2K $200K
KOMP
Spdr S&P Kensho New Economies

ETFs
133
+ 8.61%
$54.38 - $62.69 $7.23K - $8.34K
1.68K $104K
MEAR
Blackrock Short Maturity Munic

ETFs
402
+ 141.05%
$50.17 - $50.56 $20.2K - $20.3K
687 $34K
SEIC
Sei Investments CO

Financial Services
459
+ 12.48%
$84.85 - $93.8 $38.9K - $43.1K
4.14K $350K
BSCV
Invesco ETF Self Indexed Fd Tr
1.11K
+ 2312.5%
$16.39 - $16.83 $18.2K - $18.7K
1.16K $19K
PHO
Invesco Exchange Traded Fd Tr

ETFs
241
+ 42.28%
$69.62 - $73.99 $16.8K - $17.8K
811 $58K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
389
+ 17.99%
$46.88 - $47.56 $18.2K - $18.5K
2.55K $121K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
201
+ 8.36%
$53.48 - $56.56 $10.7K - $11.4K
2.61K $147K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
370
+ 21.41%
$32.53 - $35.69 $12K - $13.2K
2.1K $74K
BBAX
J P Morgan Betabuilders Develo

ETFs
302
+ 97.11%
$53.96 - $58.06 $16.3K - $17.5K
613 $34K
JSML
Janus Detroit Str Tr Henderson

ETFs
248
+ 24800.0%
$67.04 - $77.09 $16.6K - $19.1K
249 $18K
AGNC
Agnc Investment Corp.

Real Estate
635
+ 3.84%
$9.2 - $10.37 $5.84K - $6.58K
17.2K $168K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
500
+ 70.22%
$23.39 - $28.55 $11.7K - $14.3K
1.21K $34K
DLR
Digital Realty Trust, Inc.

Real Estate
111
+ 6.89%
$161.21 - $180.02 $17.9K - $20K
1.72K $297K
DFAS
Dimensional ETF Tr U S Small C

ETFs
69
+ 2.66%
$63.41 - $69.69 $4.38K - $4.81K
2.66K $182K
FTGC
First Trust Global Tactical CO

ETFs
86
+ 0.68%
$24.67 - $26.32 $2.12K - $2.26K
12.7K $327K
GLDG
Gold Mining Inc.

Basic Materials
5.43K
+ 28.91%
$0.72 - $1.29 $3.91K - $7K
24.2K $30K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
582
+ 132.27%
$23.02 - $28.09 $13.4K - $16.3K
1.02K $27K
FNDE
Schwab Fundamental Emerging Mk

ETFs
298
+ 14.62%
$33.13 - $36.31 $9.87K - $10.8K
2.34K $84K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
177
+ 16.06%
$75.26 - $80.19 $13.3K - $14.2K
1.28K $102K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
99
+ 4.11%
$101.12 - $106.18 $10K - $10.5K
2.51K $258K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
152
+ 120.63%
$84.46 - $96.68 $12.8K - $14.7K
278 $26K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
295
+ 11.78%
$38.8 - $40.1 $11.4K - $11.8K
2.8K $112K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
100
+ 1.26%
$37.58 - $39.01 $3.76K - $3.9K
8.06K $314K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
607
+ 389.1%
$24.39 - $24.93 $14.8K - $15.1K
763 $18K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
66
+ 4.95%
$107.27 - $113.94 $7.08K - $7.52K
1.4K $158K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
298
+ 408.22%
$50.81 - $51.07 $15.1K - $15.2K
371 $18K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
60
+ 20.98%
$105.16 - $140.03 $6.31K - $8.4K
346 $46K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
7
+ 0.25%
$47.99 - $54.16 $336 - $379
2.84K $150K
LSAF
Two Rds Shared Tr

ETFs
328
+ 32800.0%
$41.87 - $44.79 $13.7K - $14.7K
329 $14K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
1.44K
+ 8.14%
$10.53 - $12.27 $15.2K - $17.7K
19.2K $229K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
244
+ 6100.0%
$50.32 - $54.01 $12.3K - $13.2K
248 $13K
IHE
Ishares Tr

ETFs
167
+ 107.05%
$65.74 - $72.56 $11K - $12.1K
323 $23K
JBL
Jabil Inc

Technology
65
+ 3.99%
$202.08 - $234.45 $13.1K - $15.2K
1.7K $368K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
2.1K
+ 17.87%
$5.31 - $5.66 $11.2K - $11.9K
13.9K $77K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
167
+ 52.35%
$73.94 - $78.51 $12.3K - $13.1K
486 $37K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
373
+ 13.26%
$46.51 - $50.07 $17.3K - $18.7K
3.19K $149K
CME
Cme Group Inc.

Financial Services
73
+ 5.32%
$258.83 - $287.1 $18.9K - $21K
1.45K $390K
JPIE
J P Morgan Exchange Traded Fd
253
+ 156.17%
$46.01 - $46.55 $11.6K - $11.8K
415 $19K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
35
+ 13.51%
$64.22 - $99.03 $2.25K - $3.47K
294 $29K
EOG
Eog Resources Inc

Energy
308
+ 10.06%
$112.12 - $126.1 $34.5K - $38.8K
3.37K $377K
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email