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
FSMB
First Tr Et Fd Iii Short Durat

ETFs
400
+ 2.42%
$19.85 - $20.2 $7.94K - $8.08K
17K $340K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
474
+ 1053.33%
$24.08 - $24.56 $11.4K - $11.6K
519 $12K
XBJL
Innovator Etfs Tr Us Equity Ac
135
+ 3.23%
$36.0 - $37.45 $4.86K - $5.06K
4.32K $161K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
127
+ 1.44%
$31.28 - $32.14 $3.97K - $4.08K
8.96K $287K
KAPR
Innovator U.S. Small Cap Power

ETFs
131
+ 3.71%
$32.42 - $34.27 $4.25K - $4.49K
3.66K $125K
UGI
Ugi Corp

Utilities
1.79K
+ 11.57%
$32.64 - $37.14 $58.3K - $66.4K
17.2K $573K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1.1K
+ 49.77%
$2.4 - $5.57 $2.64K - $6.13K
3.31K $15K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
122
+ 2.62%
$41.01 - $42.23 $5K - $5.15K
4.78K $201K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
77
+ 2.51%
$41.73 - $43.77 $3.21K - $3.37K
3.14K $137K
MLPA
Global X Mlp ETF

ETFs
207
+ 173.95%
$48.25 - $51.56 $9.99K - $10.7K
326 $15K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
201
+ 54.92%
$41.34 - $45.65 $8.31K - $9.18K
567 $25K
FNDA
Schwab Fundamental U S Small C

ETFs
21
+ 0.59%
$28.75 - $31.93 $604 - $671
3.56K $111K
EBND
Spdr Bloomberg Emerging Market

ETFs
475
+ 3.9%
$20.95 - $21.57 $9.95K - $10.2K
12.7K $270K
IYG
Ishares Tr

ETFs
73
+ 13.32%
$85.16 - $90.57 $6.22K - $6.61K
621 $55K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
101
+ 234.88%
$77.5 - $86.87 $7.83K - $8.77K
144 $12K
NTR
Nutrien Ltd.

Basic Materials
129
+ 3.63%
$55.69 - $62.11 $7.18K - $8.01K
3.69K $216K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
37
+ 0.21%
$10.62 - $11.43 $393 - $423
17.3K $197K
BWX
Spdr Bloomberg International T

ETFs
391
+ 1221.88%
$22.58 - $23.5 $8.83K - $9.19K
423 $9K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
91
+ 3.67%
$40.37 - $42.12 $3.67K - $3.83K
2.57K $108K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
55
+ 11.98%
$71.75 - $79.74 $3.95K - $4.39K
514 $40K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
332
+ 4.65%
$23.29 - $23.38 $7.73K - $7.76K
7.48K $174K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
155
+ 14.88%
$44.82 - $46.28 $6.95K - $7.17K
1.2K $55K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
99
+ 13.66%
$57.15 - $62.12 $5.66K - $6.15K
824 $51K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
55
+ 39.86%
$104.48 - $122.3 $5.75K - $6.73K
193 $23K
IGR
Cbre Global Real Estate Income Fund

Financial Services
1.8K
+ 14.17%
$4.81 - $5.36 $8.66K - $9.65K
14.5K $74K
FIVA
Fidelity Covington Tr

ETFs
33
+ 1.02%
$29.03 - $31.44 $958 - $1.04K
3.27K $102K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
152
+ 8.52%
$31.78 - $32.8 $4.83K - $4.99K
1.94K $63K
PTF
Invesco Exchange Traded Fd Tr

ETFs
23
+ 3.42%
$65.69 - $76.84 $1.51K - $1.77K
696 $52K
BBUS
J P Morgan Exchg Traded Fd

ETFs
55
+ 127.91%
$111.77 - $121.28 $6.15K - $6.67K
98 $11K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
86
+ 30.82%
$69.02 - $73.57 $5.94K - $6.33K
365 $26K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
105
+ 0.96%
$23.69 - $24.32 $2.49K - $2.55K
11K $267K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
65
+ 2.73%
$40.43 - $42.78 $2.63K - $2.78K
2.45K $103K
WTMF
Wisdomtree Tr Managed Futures

ETFs
42
+ 1.9%
$35.27 - $37.96 $1.48K - $1.59K
2.25K $85K
FXO
First Tr Exchange Traded Fd Fi

ETFs
6
+ 0.34%
$55.81 - $60.32 $335 - $362
1.76K $104K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
95
+ 31.15%
$53.93 - $57.58 $5.12K - $5.47K
400 $22K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
265
+ 45.77%
$20.41 - $20.67 $5.41K - $5.48K
844 $17K
DJD
Invesco Exchange Traded Fd Tr

ETFs
97
+ 25.73%
$52.86 - $55.4 $5.13K - $5.37K
474 $26K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
88
+ 0.78%
$22.89 - $23.7 $2.01K - $2.09K
11.4K $268K
ICLN
Ishares

ETFs
2
+ 0.08%
$13.22 - $15.48 $26.4 - $31
2.48K $38K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
62
+ 21.16%
$60.01 - $65.01 $3.72K - $4.03K
355 $23K
INDA
Ishares Msci India Index Fund

ETFs
117
+ 50.21%
$51.98 - $55.84 $6.08K - $6.53K
350 $18K
JPEM
Jp Morgan Diversified Return

ETFs
95
+ 211.11%
$56.25 - $59.87 $5.34K - $5.69K
140 $8K
PRI
Primerica, Inc.

Financial Services
9
+ 1.12%
$255.46 - $285.58 $2.3K - $2.57K
811 $225K
LSAT
Two Rds Shared Tr Leadershares

ETFs
166
+ 16600.0%
$39.58 - $42.08 $6.57K - $6.99K
167 $6K
G
Genpact LTD

Technology
444
+ 7.37%
$41.06 - $46.13 $18.2K - $20.5K
6.47K $270K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
160
+ 28.27%
$30.16 - $31.29 $4.83K - $5.01K
726 $22K
JPSE
J P Morgan Diversified Return

ETFs
80
+ 34.48%
$45.04 - $50.93 $3.6K - $4.07K
312 $15K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
102
+ 47.44%
$41.13 - $44.7 $4.2K - $4.56K
317 $14K
MCO
Moodys Corp

Financial Services
112
+ 5.87%
$472.69 - $521.32 $52.9K - $58.4K
2.02K $962K
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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