Ae Wealth Management LLC New Holdings in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KIE
Spdr S&P Insurance ETF

ETFs
2.65K
New
$55.65 - $62.03 $148K - $164K
2.65K $149K
FNDA
Schwab Fundamental U S Small C

ETFs
5.05K
New
$29.26 - $59.11 $148K - $298K
5.05K $149K
VIS
Vanguard Industrial ETF

ETFs
583
New
$254.39 - $279.7 $148K - $163K
583 $148K
BJAN
Innovator U.S. Equity Buffer E

ETFs
3.08K
New
$46.38 - $47.95 $143K - $148K
3.08K $147K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
5.11K
New
$28.22 - $28.78 $144K - $147K
5.11K $147K
PEY
Invesco Exchange Traded Fd Tr

ETFs
6.88K
New
$21.1 - $23.08 $145K - $159K
6.88K $146K
IAK
Ishares Tr

ETFs
1.15K
New
$123.78 - $138.16 $142K - $158K
1.15K $145K
AVUS
American Centy ETF Tr Avantis

ETFs
1.5K
New
$94.36 - $102.06 $141K - $153K
1.5K $145K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
4.36K
New
$32.44 - $33.28 $141K - $145K
4.36K $145K
KAPR
Innovator U.S. Small Cap Power

ETFs
4.41K
New
$32.06 - $34.27 $142K - $151K
4.41K $144K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.34K
New
$22.02 - $46.16 $140K - $293K
6.34K $140K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
7.63K
New
$18.17 - $23.45 $139K - $179K
7.63K $139K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
2.87K
New
$47.98 - $49.47 $138K - $142K
2.87K $138K
AVDV
American Centy ETF Tr Avantis

ETFs
2.12K
New
$63.85 - $70.4 $135K - $149K
2.12K $137K
XBAP
Innovator ETF Tr Us Equity Acc
4.01K
New
$33.19 - $34.23 $133K - $137K
4.01K $136K
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.89K
New
$34.6 - $36.99 $135K - $144K
3.89K $135K
FCG
First Tr Exchange Traded Fd

ETFs
5.48K
New
$22.98 - $26.48 $126K - $145K
5.48K $134K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
2.36K
New
$56.27 - $69.89 $133K - $165K
2.36K $134K
JMBS
Janus Detroit Str Tr Henderson

ETFs
3.05K
New
$44.03 - $46.65 $134K - $142K
3.05K $134K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
3.42K
New
$37.97 - $38.95 $130K - $133K
3.42K $133K
FLJP
Franklin Templeton ETF Tr

ETFs
4.62K
New
$28.25 - $30.5 $131K - $141K
4.62K $132K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
2.86K
New
N/A
2.86K $130K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.24K
New
$100.18 - $109.1 $124K - $135K
1.24K $129K
KORP
American Centy ETF Tr Diversif

ETFs
2.82K
New
$45.76 - $48.27 $129K - $136K
2.82K $129K
LEGR
First Tr ETF Indxx Innovation

ETFs
2.76K
New
$45.88 - $48.22 $127K - $133K
2.76K $128K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.7K
New
$47.58 - $48.56 $128K - $131K
2.7K $128K
OMFL
Invesco Exchange Traded Self I

ETFs
2.36K
New
$52.49 - $56.58 $124K - $133K
2.36K $127K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
2.41K
New
$53.0 - $55.5 $127K - $133K
2.41K $127K
NMFC
New Mountain Finance Corp

Financial Services
11.2K
New
$10.68 - $11.94 $120K - $134K
11.2K $126K
AHYB
American Centy ETF Tr Select H
2.73K
New
$45.26 - $46.44 $124K - $127K
2.73K $124K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.65K
New
$74.68 - $81.45 $123K - $134K
1.65K $123K
IFGL
Ishares International Develope

ETFs
6.4K
New
$18.78 - $22.81 $120K - $146K
6.4K $123K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
2.24K
New
$54.29 - $59.49 $121K - $133K
2.24K $122K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.85K
New
$65.08 - $73.72 $120K - $136K
1.85K $121K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.46K
New
$47.77 - $51.75 $117K - $127K
2.46K $118K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
4.27K
New
$26.5 - $28.18 $113K - $120K
4.27K $118K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.75K
New
$24.61 - $25.12 $117K - $119K
4.75K $117K
DNP
Dnp Select Income Fund Inc

Financial Services
13.2K
New
$8.82 - $9.96 $117K - $132K
13.2K $116K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.35K
New
$33.7 - $37.69 $113K - $126K
3.35K $115K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.74K
New
$40.26 - $42.88 $110K - $117K
2.74K $110K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.75K
New
$62.71 - $68.47 $109K - $120K
1.75K $109K
LIT
Global X Fds Global X Lithium

ETFs
2.68K
New
$40.78 - $48.97 $109K - $131K
2.68K $109K
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.01K
New
$50.63 - $59.0 $102K - $119K
2.01K $109K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
3.63K
New
$28.37 - $30.25 $103K - $110K
3.63K $107K
EEMV
Ishares Msci Emerging Markets

ETFs
1.8K
New
$57.85 - $63.11 $104K - $113K
1.8K $104K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
2.94K
New
$34.78 - $35.99 $102K - $106K
2.94K $104K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.56K
New
$28.89 - $33.95 $103K - $121K
3.56K $103K
RDFN
Redfin Corp

Real Estate
13.2K
New
$7.87 - $12.55 $104K - $165K
13.2K $103K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13.1K
New
$7.83 - $8.16 $102K - $107K
13.1K $102K
Activity Summary
Buys All Purchases 1630 New Holdings 952 Increased Positions 678 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 0 Puts 0
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