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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.24K
- 14.21%
$38.58 - $58.24 $86.5K - $131K
13.5K $530K
AOR
Ishares Tr Core Growth Allocat

ETFs
-6.44K
- 27.17%
$60.99 - $64.39 $393K - $415K
17.3K $1.11M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-15.4K
- 7.46%
$25.21 - $25.99 $387K - $399K
190K $4.92M
XLV
Select Sector Spdr Fund Health

ETFs
-2.89K
- 19.21%
$129.01 - $139.72 $373K - $404K
12.2K $1.69M
ELV
Elevance Health, Inc.

Healthcare
-418
- 13.9%
$274.66 - $395.76 $115K - $165K
2.59K $836K
MCHP
Microchip Technology Inc

Technology
-3.75K
- 39.81%
$60.95 - $75.26 $228K - $282K
5.66K $363K
SCI
Service Corp International

Consumer Cyclical
-3.77K
- 41.24%
$75.63 - $83.25 $285K - $314K
5.37K $447K
UI
Ubiquiti Inc.

Technology
-2.04K
- 48.3%
$388.83 - $660.58 $792K - $1.35M
2.18K $1.44M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-1.72K
- 32.21%
$164.12 - $188.32 $283K - $325K
3.63K $630K
GBIL
Goldman Sachs Access Treasury

ETFs
-2.86K
- 34.77%
$99.82 - $100.23 $285K - $287K
5.37K $537K
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
-10.9K
- 12.5%
$31.21 - $33.56 $340K - $365K
76.2K $2.5M
CRK
Comstock Resources Inc

Energy
-2.86K
- 11.8%
$15.03 - $25.26 $43K - $72.3K
21.4K $424K
USRT
Ishares Core U.S. Reit ETF

ETFs
-4.86K
- 25.1%
$55.64 - $59.37 $271K - $289K
14.5K $852K
SQ
Block, Inc.

Technology
-3.99K
- 52.6%
N/A
3.6K $205K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-8.34K
- 9.63%
$37.73 - $38.9 $315K - $324K
78.3K $3.04M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.63K
- 7.31%
$82.38 - $83.0 $217K - $218K
33.3K $2.76M
TFLO
Ishares Treasury Floating Rate

ETFs
-4.09K
- 13.97%
$50.45 - $50.65 $206K - $207K
25.2K $1.28M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-489
- 7.87%
$138.59 - $171.12 $67.8K - $83.7K
5.73K $805K
IRT
Independence Realty Trust, Inc.

Real Estate
-10K
- 39.32%
$16.35 - $18.11 $164K - $182K
15.5K $253K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.05K
- 20.83%
$98.99 - $112.2 $302K - $343K
11.6K $1.28M
KMI
Kinder Morgan, Inc.

Energy
-4.26K
- 10.44%
$26.23 - $28.5 $112K - $121K
36.5K $1.03M
CARR
Carrier Global Corp

Industrials
-239
- 2.17%
$58.75 - $80.73 $14K - $19.3K
10.8K $643K
FSMD
Fidelity Covington Tr Small Mi

ETFs
-4.44K
- 34.18%
$41.29 - $44.71 $183K - $198K
8.54K $376K
CGDV
Capital Group Divid Value ETF

ETFs
-4.62K
- 32.21%
$39.59 - $42.21 $183K - $195K
9.73K $409K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.76K
- 13.75%
$122.57 - $132.57 $216K - $233K
11K $1.43M
IYK
Ishares U.S. Consumer Staples

ETFs
-2.03K
- 86.93%
$67.65 - $71.68 $137K - $145K
305 $20K
FISV
Fiserv Inc

Technology
-1.01K
- 24.19%
N/A
3.15K $394K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-2K
- 73.56%
$61.83 - $67.07 $124K - $134K
719 $47K
MFUL
Collaborative Invt Ser Tr Mind

ETFs
-8K
- 5.22%
$21.72 - $22.26 $174K - $178K
145K $3.21M
OTIS
Otis Worldwide Corp

Industrials
-896
- 23.3%
$84.93 - $101.07 $76.1K - $90.6K
2.95K $269K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.06K
- 33.69%
$121.46 - $130.92 $129K - $139K
2.08K $271K
AJG
Arthur J. Gallagher & Co.

Financial Services
-123
- 1.78%
$284.17 - $319.49 $35K - $39.3K
6.79K $2.1M
WWD
Woodward, Inc.

Industrials
-508
- 19.35%
$237.33 - $266.1 $121K - $135K
2.12K $535K
SPOT
Spotify Technology S.A.

Communication Services
-95
- 15.83%
$620.01 - $738.53 $58.9K - $70.2K
505 $352K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-3.6K
- 87.77%
$29.8 - $32.29 $107K - $116K
501 $16K
BEN
Franklin Resources Inc

Financial Services
-1.57K
- 1.64%
$23.13 - $26.03 $36.3K - $40.8K
94.1K $2.18M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-5.48K
- 18.63%
$21.64 - $23.57 $119K - $129K
23.9K $526K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-12.1K
- 4.09%
$28.69 - $30.59 $349K - $372K
285K $8.65M
NOCT
Innovator Growth 100 Power Buf

ETFs
-1.96K
- 42.17%
$54.27 - $56.81 $106K - $111K
2.69K $152K
STLA
Stellantis N.V.

Consumer Cyclical
-1.19K
- 0.91%
$8.74 - $10.37 $10.4K - $12.3K
129K $1.2M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.03K
- 73.62%
$100.63 - $112.27 $103K - $115K
368 $40K
FEX
First Tr Large Cap Core Alphde

ETFs
-1.64K
- 12.42%
$110.0 - $117.08 $180K - $192K
11.5K $1.35M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.17K
- 19.8%
$49.32 - $50.93 $107K - $110K
8.79K $445K
AKAM
Akamai Technologies Inc

Technology
-1.09K
- 6.56%
N/A
15.5K $1.41M
VT
Vanguard Total World Stk Index

ETFs
-1.13K
- 18.21%
$128.41 - $138.03 $145K - $156K
5.09K $700K
PSA
Public Storage

Real Estate
-308
- 18.9%
$271.94 - $298.09 $83.8K - $91.8K
1.32K $381K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-2.39K
- 27.68%
$49.41 - $54.08 $118K - $129K
6.25K $336K
FFIV
F5, Inc.

Technology
-714
- 15.34%
$290.76 - $334.59 $208K - $239K
3.94K $1.27M
MGV
Vanguard Mega Cap Value

ETFs
-1.06K
- 13.63%
$129.46 - $137.85 $138K - $147K
6.75K $929K
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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