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
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-463
- 60.68%
$24.56 - $24.79 $11.4K - $11.5K
300 $7K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
-104
- 37.41%
$90.04 - $94.61 $9.36K - $9.84K
174 $16K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-258
- 92.14%
$35.13 - $39.24 $9.06K - $10.1K
22 $0
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-203
- 44.42%
$51.71 - $52.8 $10.5K - $10.7K
254 $13K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-34
- 3.11%
$59.79 - $74.1 $2.03K - $2.52K
1.06K $63K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-598
- 4.83%
$11.35 - $11.74 $6.79K - $7.02K
11.8K $133K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-71
- 7.41%
$124.19 - $131.31 $8.82K - $9.32K
887 $111K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-149
- 87.65%
$61.62 - $67.13 $9.18K - $10K
21 $1K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-96
- 4.28%
$123.29 - $134.49 $11.8K - $12.9K
2.15K $287K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-420
- 1.75%
$21.69 - $22.41 $9.11K - $9.41K
23.5K $517K
ADSK
Autodesk, Inc.

Technology
-35
- 1.23%
N/A
2.82K $693K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-106
- 73.61%
$79.88 - $85.48 $8.47K - $9.06K
38 $3K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-127
- 3.66%
$50.77 - $52.85 $6.45K - $6.71K
3.34K $173K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-553
- 3.99%
$5.25 - $5.66 $2.9K - $3.13K
13.3K $69K
EWG
Ishares Msci Germany ETF

ETFs
-205
- 58.24%
$40.34 - $42.47 $8.27K - $8.71K
147 $6K
PICK
Ishares Inc Msci Global Select

ETFs
-253
- 11.71%
$44.3 - $47.09 $11.2K - $11.9K
1.91K $88K
XDSQ
Innovator Etfs Tr Us Equity Ac
-221
- 14.12%
$39.14 - $40.88 $8.65K - $9.03K
1.34K $54K
HERO
Global X Fds Video Games & Esp

ETFs
-195
- 33.45%
$31.45 - $34.08 $6.13K - $6.65K
388 $12K
XDQQ
Innovator Etfs Tr Growth Accel
-226
- 14.01%
$37.18 - $39.3 $8.4K - $8.88K
1.39K $53K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-210
- 16.15%
$32.17 - $33.15 $6.76K - $6.96K
1.09K $35K
ITB
Ishares Tr

ETFs
-49
- 18.35%
$97.11 - $109.24 $4.76K - $5.35K
218 $21K
GLDG
Gold Mining Inc.

Basic Materials
-6.43K
- 26.56%
$1.22 - $1.75 $7.84K - $11.3K
17.8K $23K
DHS
Wisdomtree Tr U.S

ETFs
-69
- 28.51%
$97.62 - $101.16 $6.74K - $6.98K
173 $17K
MCHI
Ishares Msci China ETF

ETFs
-78
- 7.91%
$61.39 - $66.99 $4.79K - $5.23K
908 $57K
CWS
Advisorshares Tr Advisorshares

ETFs
-32
- 0.59%
$67.03 - $69.86 $2.14K - $2.24K
5.4K $363K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-183
- 23.7%
$42.74 - $44.85 $7.82K - $8.21K
589 $26K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-74
- 4.42%
$58.52 - $63.54 $4.33K - $4.7K
1.6K $96K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-148
- 7.21%
$51.08 - $52.35 $7.56K - $7.75K
1.9K $98K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-68
- 6.53%
$48.06 - $50.58 $3.27K - $3.44K
973 $46K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-95
- 23.75%
$54.74 - $57.0 $5.2K - $5.42K
305 $16K
NMFC
New Mountain Finance Corp

Financial Services
-388
- 3.56%
$8.93 - $9.73 $3.46K - $3.78K
10.5K $99K
KCE
Spdr S&P Capital Markets ETF

ETFs
-11
- 1.92%
$144.6 - $152.31 $1.59K - $1.68K
563 $81K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-166
- 99.4%
$39.73 - $41.43 $6.6K - $6.88K
1 $0
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-111
- 11.8%
$48.5 - $49.38 $5.38K - $5.48K
830 $40K
HLN
Haleon PLC

Healthcare
-1.89K
- 9.33%
$8.79 - $9.9 $16.6K - $18.7K
18.3K $175K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-108
- 13.11%
$61.09 - $64.21 $6.6K - $6.93K
716 $45K
JPEM
Jp Morgan Diversified Return

ETFs
-94
- 67.14%
$57.59 - $61.34 $5.41K - $5.77K
46 $2K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-213
- 1.18%
$46.07 - $46.84 $9.81K - $9.98K
17.9K $832K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-264
- 31.28%
$20.53 - $20.66 $5.42K - $5.45K
580 $11K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-72
- 5.63%
$79.18 - $82.25 $5.7K - $5.92K
1.21K $97K
IXC
Ishares Tr Global Energy ETF

ETFs
-206
- 8.43%
$40.23 - $43.56 $8.29K - $8.97K
2.24K $97K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-156
- 1.21%
$43.49 - $44.26 $6.78K - $6.9K
12.7K $559K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-88
- 75.86%
$50.09 - $52.44 $4.41K - $4.61K
28 $1K
VIS
Vanguard Industrial ETF

ETFs
-5
- 0.99%
$289.12 - $301.69 $1.45K - $1.51K
502 $146K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-639
- 4.29%
$37.65 - $39.83 $24.1K - $25.5K
14.3K $559K
INDA
Ishares Msci India Index Fund

ETFs
-83
- 23.71%
$52.3 - $55.29 $4.34K - $4.59K
267 $14K
FTSL
First Trust Senior Ln Fund

ETFs
-142
- 1.14%
$45.62 - $45.98 $6.48K - $6.53K
12.3K $567K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-88
- 27.76%
$42.98 - $45.73 $3.78K - $4.02K
229 $10K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-61
- 16.71%
$72.75 - $76.17 $4.44K - $4.65K
304 $22K
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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