Ae Wealth Management LLC Sells in Q3 2025

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
-11.4K
- 20.58%
$64.52 - $74.35 $735K - $847K
44K $2.97M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-19.4K
- 55.33%
$50.7 - $51.11 $983K - $991K
15.6K $799K
DOW
Dow Inc.

Basic Materials
-32.7K
- 57.01%
$20.87 - $30.37 $683K - $994K
24.7K $565K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-41.7K
- 98.13%
$21.99 - $23.38 $917K - $975K
795 $18K
RWR
Spdr Dow Jones Reit ETF

ETFs
-9.7K
- 92.8%
$95.17 - $101.62 $923K - $986K
753 $75K
TIP
Ishares Tr Tips Bd ETF

ETFs
-8.38K
- 50.91%
$109.11 - $111.88 $914K - $938K
8.08K $898K
UPS
United Parcel Service Inc

Industrials
-343
- 0.69%
$82.58 - $105.54 $28.3K - $36.2K
49.4K $4.12M
PKI
Perkinelmer Inc

Healthcare
-7.33K
- 36.07%
N/A
13K $1.57M
FPX
First Trust Us Equity Opportun

ETFs
-6.31K
- 80.75%
$141.57 - $166.21 $893K - $1.05M
1.5K $249K
SNX
Td Synnex Corp

Technology
-7.79K
- 55.48%
$135.82 - $166.01 $1.06M - $1.29M
6.25K $1.02M
ILMN
Illumina, Inc.

Healthcare
-9.04K
- 29.77%
$91.69 - $109.88 $829K - $994K
21.3K $2.03M
EEM
Ishares Msci Emerging Markets

ETFs
-22.8K
- 32.31%
$48.07 - $53.4 $1.1M - $1.22M
47.9K $2.56M
XLK
Technology Sector Spdr

ETFs
-4.66K
- 27.05%
$250.97 - $282.66 $1.17M - $1.32M
12.6K $3.54M
FDVV
Fidelity High Dividend ETF

ETFs
-17.5K
- 39.1%
$52.42 - $55.71 $919K - $977K
27.3K $1.52M
FDMO
Fidelity Covington Tr Momentum

ETFs
-11.2K
- 59.99%
$75.0 - $83.29 $842K - $935K
7.49K $622K
CNA
Cna Financial Corp

Financial Services
-17K
- 50.7%
$43.33 - $49.55 $735K - $840K
16.5K $765K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-24.5K
- 21.39%
$37.99 - $39.69 $932K - $974K
90.2K $3.58M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-17.1K
- 90.55%
$43.65 - $46.42 $745K - $793K
1.78K $82K
BSX
Boston Scientific Corp

Healthcare
-5.6K
- 28.18%
$97.03 - $108.14 $543K - $605K
14.3K $1.39M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-7.57K
- 96.32%
$97.65 - $111.15 $740K - $842K
289 $31K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-12.3K
- 53.48%
$63.74 - $69.18 $783K - $849K
10.7K $735K
VRSN
Verisign Inc

Technology
-1.75K
- 7.2%
$263.02 - $305.98 $461K - $537K
22.6K $6.32M
TSN
Tyson Foods, Inc.

Consumer Defensive
-12.5K
- 66.1%
$52.3 - $57.69 $654K - $722K
6.42K $348K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2.42K
- 33.1%
$301.44 - $365.84 $730K - $886K
4.89K $1.58M
MET
Metlife Inc

Financial Services
-9.79K
- 16.38%
$73.82 - $82.37 $723K - $807K
50K $4.12M
THC
Tenet Healthcare Corp

Healthcare
-4.32K
- 60.62%
$148.38 - $203.04 $642K - $878K
2.81K $570K
EMR
Emerson Electric CO

Industrials
-3K
- 2.58%
$128.6 - $149.63 $385K - $448K
113K $14.8M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-37.9K
- 34.01%
$67.16 - $93.48 $2.54M - $3.54M
73.4K $6.84M
REZ
Ishares Tr Residential And Mul

ETFs
-7.92K
- 53.76%
$81.06 - $85.23 $642K - $675K
6.82K $579K
DE
Deere & CO

Industrials
-439
- 5.6%
$457.26 - $524.37 $201K - $230K
7.4K $3.39M
FQAL
Fidelity Covington Tr Quality

ETFs
-9.11K
- 47.54%
$69.69 - $74.72 $635K - $681K
10.1K $751K
VXF
Vanguard Extended Market ETF

ETFs
-3.47K
- 39.54%
$193.58 - $213.07 $671K - $739K
5.3K $1.11M
USFR
Wisdomtree Floating Rate Treas

ETFs
-11.4K
- 35.42%
$50.23 - $50.48 $571K - $573K
20.7K $1.04M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-9.61K
- 4.11%
$15.39 - $17.94 $148K - $172K
224K $3.57M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-22.2K
- 45.78%
$25.39 - $25.57 $564K - $568K
26.3K $672K
AMCR
Amcor PLC

Consumer Cyclical
-53.1K
- 48.16%
$7.97 - $9.94 $423K - $528K
57.2K $467K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-3.55K
- 19.6%
$208.95 - $229.72 $741K - $815K
14.5K $3.34M
PSI
Invesco Exchange Traded Fd Tr

ETFs
-8.67K
- 88.95%
$58.74 - $71.59 $509K - $621K
1.08K $75K
AFG
American Financial Group Inc

Financial Services
-4.43K
- 56.71%
$122.42 - $145.72 $543K - $646K
3.38K $493K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-9.29K
- 18.6%
$74.93 - $80.73 $696K - $750K
40.7K $3.28M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-8.62K
- 93.92%
$50.52 - $50.75 $435K - $437K
558 $28K
FSK
Fs Kkr Capital Corp

Financial Services
-202
- 0.28%
$14.93 - $22.48 $3.02K - $4.54K
72.2K $1.08M
RWX
Spdr Dow Jones International R

ETFs
-15.2K
- 99.48%
$26.58 - $28.39 $404K - $431K
80 $2K
SHV
Ishares Tr

ETFs
-3.72K
- 9.04%
$110.06 - $110.49 $409K - $411K
37.4K $4.13M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-696
- 28.2%
$366.54 - $479.53 $255K - $334K
1.77K $693K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-8.43K
- 18.59%
$49.05 - $49.99 $413K - $421K
36.9K $1.84M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-6.3K
- 21.2%
$25.5 - $35.2 $161K - $222K
23.4K $597K
NKE
Nike, Inc.

Consumer Cyclical
-143
- 0.05%
$69.24 - $79.24 $9.9K - $11.3K
275K $19.2M
HPE
Hewlett Packard Enterprise CO

Technology
-21.2K
- 56.73%
$19.81 - $25.24 $420K - $535K
16.2K $397K
Activity Summary
Buys All Purchases 1347 New Holdings 247 Increased Positions 1100 Sells All Sells 678 Reductions 678 Sold out 0 Options Calls 0 Puts 0
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