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
SCMB
Schwab Strategic Tr Mun Bd ETF
10.2K
+ 1597.19%
N/A
10.9K $0
Sila Realty Trust Inc
1.73K
+ 6.53%
N/A
28.2K $0
Simplify Exchange Traded Fun
50.9K
+ 13.24%
N/A
436K $0
MAXI
Simplify Exc Traded Fds Bitcoi
1
+ 20.0%
N/A
6 $0
Simplify Exchange Traded Fun
134K
+ 5711.4%
N/A
136K $0
Simplify Exchange Traded Fun
29.2K
+ 15.43%
N/A
218K $0
Simplify Exchange Traded Fun
735
+ 1.47%
N/A
50.8K $0
BUCK
Simplify Exchange Traded Fds S
131K
+ 12.64%
N/A
1.16M $0
SPYC
Simplify Exchange Traded Fds U
13.4K
+ 11.6%
N/A
129K $0
Smurfit Westrock PLC
30.8K
+ 9.09%
N/A
370K $0
Solventum Corp
881
+ 21.11%
N/A
5.05K $0
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
1
+ 0.48%
$81.39 - $86.71 $81.4 - $86.7
208 $17K
Ssga Active Tr
379K
+ 44.27%
N/A
1.24M $0
Super Micro Computer Inc
2.16K
+ 14.89%
N/A
16.6K $0
T Rowe Price ETF Inc
156
+ 1.06%
N/A
14.9K $0
Te Connectivity PLC
537
+ 22.5%
N/A
2.92K $0
Tidal Trust I
3.91K
+ 29.98%
N/A
17K $0
YALL
Tidal ETF Tr God Bless Amer Et
2.16K
+ 4.2%
N/A
53.5K $0
Tidal Trust I
2.88K
+ 23.29%
N/A
15.2K $0
Tidal Trust I
4.77K
+ 39.97%
N/A
16.7K $0
SDEI
Tidal ETF Tr Sound Equity Inco

ETFs
7
+ 0.98%
N/A
719 $0
Tidal Trust Ii
1.62K
+ 0.3%
N/A
546K $0
Tidal Trust Ii
9.65K
+ 14.68%
N/A
75.4K $0
Tidal Trust Ii
6.67K
+ 650.63%
N/A
7.69K $0
Tidal Trust Ii
16
+ 7.58%
N/A
227 $0
Tidal Trust Ii
21.4K
+ 8.49%
N/A
273K $0
Tidal Trust Ii
11.5K
+ 64.66%
N/A
29.2K $0
Tidal Trust Ii
7.03K
+ 542.78%
N/A
8.32K $0
Tidal Trust Ii
7.02K
+ 45.87%
N/A
22.3K $0
Tidal Trust Ii
3.27K
+ 725.56%
N/A
3.72K $0
Two Rds Shared Tr
1.25K
+ 113.86%
N/A
2.35K $0
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
9
+ 1.19%
$69.95 - $74.16 $630 - $667
767 $55K
Vanguard Malvern Fds
198
+ 10.54%
N/A
2.08K $0
VTWV
Vanguard Russell 2000 Value Et

ETFs
2
+ 8.7%
$151.74 - $159.89 $303 - $320
25 $3K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 7.14%
$288.43 - $303.12 $577 - $606
30 $8K
Veralto Corp
1.79K
+ 65.82%
N/A
4.5K $0
Vestis Corporation
17.5K
+ 132.62%
N/A
30.7K $0
DGS
Wisdomtree Emerging Markets Sm

ETFs
1
+ 0.4%
$55.31 - $57.46 $55.3 - $57.5
249 $14K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
3
+ 0.27%
N/A
1.13K $52K
ARKQ
Ark Autonomous Technology & Ro

ETFs
29
+ 2.2%
$108.36 - $124.69 $3.14K - $3.62K
1.35K $145K
BDN
Brandywine Realty Trust

Real Estate
7.15K
+ 18.83%
$3.25 - $4.18 $23.2K - $29.9K
45.1K $157K
HYLB
Xtrackers Usd High Yield Corp

ETFs
4
+ 0.17%
$36.54 - $37.14 $146 - $149
2.39K $87K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1
+ 0.16%
$61.61 - $63.45 $61.6 - $63.5
619 $38K
VVR
Invesco Senior Income Trust

Financial Services
6
+ 0.04%
$3.25 - $3.41 $19.5 - $20.5
15.5K $52K
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
1
+ 0.04%
$22.0 - $22.56 $22 - $22.6
2.35K $51K
BUG
Global X Fds Cybersecurity ETF

ETFs
1
+ 0.12%
$32.53 - $35.95 $32.5 - $36
824 $26K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
51
+ 1.19%
$14.97 - $16.05 $763 - $819
4.33K $66K
METV
Listed Fds Tr Roundhill Ball M

ETFs
2
+ 0.1%
$19.29 - $21.27 $38.6 - $42.5
1.99K $38K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
2
+ 0.48%
$117.28 - $123.9 $235 - $248
423 $49K
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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