Ae Wealth Management LLC Incresed Positions in Q4 2025

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
25
+ 0.88%
$87.55 - $91.32 $2.19K - $2.28K
2.87K $257K
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
JHMM
John Hancock Multifactor Mid C

ETFs
101
+ 1.97%
$62.76 - $65.54 $6.34K - $6.62K
5.24K $334K
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
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
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
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
SIL
Global X Silver Miners ETF

ETFs
112
+ 6.17%
$62.2 - $79.85 $6.97K - $8.94K
1.93K $131K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
25
+ 92.59%
$72.42 - $76.3 $1.81K - $1.91K
52 $3K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
14
+ 175.0%
$53.2 - $60.47 $745 - $847
22 $1K
XSMO
Invesco S&P Smallcap Momentum

ETFs
86
+ 4.38%
$70.77 - $74.04 $6.09K - $6.37K
2.05K $145K
EWC
Ishares Msci Canada ETF

ETFs
33
+ 39.76%
$49.72 - $51.75 $1.64K - $1.71K
116 $5K
IEZ
Ishares Tr

ETFs
84
+ 158.49%
$17.86 - $21.13 $1.5K - $1.77K
137 $2K
JPIN
Jp Morgan Diversified Return I

ETFs
7
+ 1.99%
$64.96 - $68.74 $455 - $481
358 $24K
VNQI
Vanguard Global Ex U.S. Real

ETFs
22
+ 2.45%
$46.68 - $48.34 $1.03K - $1.06K
920 $43K
Advisorshares Tr
1
+ 0.02%
N/A
4.59K $0
Aim ETF Products Trust
46.6K
+ 70.05%
N/A
113K $0
Aim ETF Products Trust
101K
+ 36.51%
N/A
378K $0
Aim ETF Products Trust
3.42K
+ 0.23%
N/A
1.49M $0
Aim ETF Products Trust
75.2K
+ 67118.75%
N/A
75.3K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
2.22M
+ 27776.23%
N/A
2.23M $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
22.9K
+ 2.3%
N/A
1.01M $0
Alps ETF Tr
1
+ 0.16%
N/A
631 $0
American Centy ETF Tr
50K
+ 55.52%
N/A
140K $0
American Centy ETF Tr
377K
+ 56.37%
N/A
1.05M $0
American Centy ETF Tr
732
+ 576.38%
N/A
859 $0
American Centy ETF Tr
26.1K
+ 35.37%
N/A
99.9K $0
American Healthcare Reit Inc
82
+ 0.5%
N/A
16.6K $0
Amplify ETF Tr
1
+ 0.42%
N/A
241 $0
Amplify ETF Tr
384
+ 685.71%
N/A
440 $0
Arista Networks Inc
29.7K
+ 14.7%
N/A
232K $0
Atlanta Braves Hldgs Inc
784
+ 15.55%
N/A
5.83K $0
Blackrock ETF Trust
62.8K
+ 7.29%
N/A
925K $0
Blackrock ETF Trust
28.5K
+ 3.7%
N/A
800K $0
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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