Ae Wealth Management LLC Reduced Holdings in Q4 2025

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KRP
Kimbell Royalty Partners, LP

Energy
-2K
- 12.53%
$12.83 - $13.79 $25.7K - $27.6K
14K $192K
IXN
Ishares Global Information Tec

ETFs
-426
- 4.69%
$102.05 - $112.09 $43.5K - $47.8K
8.65K $914K
FV
First Trust Dorsey Wright Focu

ETFs
-152
- 1.2%
$60.63 - $62.78 $9.22K - $9.54K
12.5K $761K
SKYY
First Trust Cloud Computing Et

ETFs
-50
- 0.84%
$131.95 - $143.46 $6.6K - $7.17K
5.93K $782K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-530
- 39.91%
$41.81 - $42.69 $22.2K - $22.6K
798 $33K
AOA
Ishares Tr Core Aggressive All

ETFs
-306
- 3.79%
$86.51 - $90.12 $26.5K - $27.6K
7.77K $689K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-422
- 3.72%
$54.06 - $55.46 $22.8K - $23.4K
10.9K $598K
OTIS
Otis Worldwide Corp

Industrials
-154
- 5.22%
$88.77 - $93.38 $13.7K - $14.4K
2.8K $248K
ARKW
Ark Next Generation Internet E

ETFs
-56
- 9.35%
$154.1 - $182.2 $8.63K - $10.2K
543 $83K
LNC
Lincoln National Corp

Financial Services
-859
- 4.5%
$38.04 - $42.0 $32.7K - $36.1K
18.2K $748K
AOR
Ishares Tr Core Growth Allocat

ETFs
-417
- 2.42%
$63.43 - $65.6 $26.5K - $27.4K
16.8K $1.09M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-822
- 9.14%
$22.89 - $23.27 $18.8K - $19.1K
8.18K $187K
CWST
Casella Waste Systems Inc

Industrials
-53
- 2.06%
$82.84 - $92.91 $4.39K - $4.92K
2.52K $224K
IYK
Ishares U.S. Consumer Staples

ETFs
-292
- 95.74%
$66.27 - $69.53 $19.4K - $20.3K
13 $0
STOT
Spdr Doubleline Short Duration

ETFs
-402
- 96.63%
$47.24 - $47.54 $19K - $19.1K
14 $0
BJUL
Innovator U.S. Equity Buffer E

ETFs
-393
- 5.64%
$48.99 - $50.36 $19.3K - $19.8K
6.58K $327K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-2
- 0.08%
$227.13 - $251.24 $454 - $502
2.43K $553K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.37K
- 0.91%
$18.14 - $18.51 $24.9K - $25.4K
150K $2.74M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-893
- 32.73%
$19.25 - $19.51 $17.2K - $17.4K
1.84K $35K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-167
- 10.94%
$99.21 - $99.52 $16.6K - $16.6K
1.36K $135K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-321
- 26.82%
$45.63 - $46.44 $14.6K - $14.9K
876 $39K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-68
- 4.51%
$136.54 - $144.07 $9.28K - $9.8K
1.44K $197K
ILDR
First Tr Exchange Traded Fd Vi
-1.1K
- 2.84%
$32.56 - $34.56 $35.9K - $38.1K
37.8K $1.24M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-318
- 3.44%
$67.42 - $70.73 $21.4K - $22.5K
8.92K $620K
CORP
Pimco Investment Grade Corp Bd

ETFs
-112
- 1.52%
$97.88 - $99.61 $11K - $11.2K
7.28K $712K
FCG
First Tr Exchange Traded Fd

ETFs
-754
- 15.48%
$21.95 - $24.13 $16.6K - $18.2K
4.12K $99K
CCJ
Cameco Corp

Energy
-268
- 3.04%
$82.77 - $106.91 $22.2K - $28.7K
8.54K $723K
LVHD
Franklin U.S. Low Volatility H

ETFs
-250
- 6.11%
$39.46 - $41.42 $9.87K - $10.4K
3.84K $154K
IOO
Ishares Tr Global 100 ETF

ETFs
-135
- 36.39%
$118.15 - $126.87 $16K - $17.1K
236 $29K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-727
- 13.88%
$13.49 - $14.59 $9.81K - $10.6K
4.51K $63K
BSCV
Invesco ETF Self Indexed Fd Tr
-884
- 76.34%
$16.62 - $16.82 $14.7K - $14.9K
274 $4K
LSAF
Two Rds Shared Tr

ETFs
-328
- 99.7%
$43.03 - $45.23 $14.1K - $14.8K
1 $0
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-266
- 0.53%
$44.38 - $44.96 $11.8K - $12K
49.7K $2.2M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-478
- 5.12%
$41.14 - $42.95 $19.7K - $20.5K
8.85K $375K
DEO
Diageo PLC

Consumer Defensive
-15
- 0.32%
$87.26 - $98.67 $1.31K - $1.48K
4.69K $436K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-448
- 43.84%
$25.55 - $28.64 $11.4K - $12.8K
574 $14K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-286
- 7.38%
$32.32 - $33.89 $9.24K - $9.69K
3.59K $117K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-112
- 38.75%
$107.46 - $115.73 $12K - $13K
177 $19K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-166
- 1.61%
$37.19 - $37.8 $6.17K - $6.27K
10.1K $377K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-298
- 7.97%
N/A
3.44K $139K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-550
- 43.44%
$22.31 - $22.64 $12.3K - $12.5K
716 $16K
GVI
Ishares Tr

ETFs
-115
- 44.75%
$107.08 - $108.01 $12.3K - $12.4K
142 $15K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-132
- 27.16%
$76.23 - $79.22 $10.1K - $10.5K
354 $26K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-132
- 8.74%
$53.45 - $56.94 $7.06K - $7.52K
1.38K $73K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-468
- 90.17%
$24.14 - $24.56 $11.3K - $11.5K
51 $1K
LIT
Global X Fds Global X Lithium

ETFs
-535
- 15.91%
$53.92 - $63.77 $28.8K - $34.1K
2.83K $180K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
-789
- 0.66%
$27.28 - $27.61 $21.5K - $21.8K
118K $3.24M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-376
- 9.67%
$31.47 - $31.98 $11.8K - $12K
3.51K $111K
FEMB
First Tr ETF Emerging Markets

ETFs
-483
- 5.65%
$29.14 - $29.78 $14.1K - $14.4K
8.06K $239K
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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