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
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.25K
- 99.44%
$71.6 - $76.11 $89.8K - $95.4K
7 $0
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.08K
- 18.92%
N/A
4.64K $398K
UNF
Unifirst Corp

Industrials
-350
- 22.08%
$165.27 - $190.41 $57.8K - $66.6K
1.24K $206K
SHW
Sherwin Williams CO

Basic Materials
-339
- 3.72%
$330.88 - $375.23 $112K - $127K
8.78K $3.04M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-4.59K
- 38.47%
$20.38 - $21.7 $93.6K - $99.7K
7.35K $154K
BIBL
Northern Lts Fd Tr Iv

ETFs
-2.79K
- 23.51%
$41.43 - $44.43 $116K - $124K
9.08K $403K
WTRE
Watford Holdings Ltd.

Financial Services
-6.56K
- 29.6%
$19.11 - $22.47 $125K - $147K
15.6K $347K
MWA
Mueller Water Products, Inc.

Industrials
-3.93K
- 29.16%
$23.94 - $27.39 $94K - $108K
9.54K $243K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.77K
- 22.93%
$45.92 - $47.76 $81.5K - $84.7K
5.96K $283K
CWST
Casella Waste Systems Inc

Industrials
-207
- 7.44%
$86.69 - $114.82 $17.9K - $23.8K
2.57K $244K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-2.44K
- 3.53%
$50.93 - $53.85 $124K - $132K
66.7K $3.56M
MSCI
Msci Inc.

Financial Services
-93
- 4.2%
$526.48 - $588.0 $49K - $54.7K
2.12K $1.2M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-551
- 12.13%
$97.53 - $115.95 $53.7K - $63.9K
3.99K $399K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-4.16K
- 56.14%
$18.96 - $20.68 $78.9K - $86K
3.25K $66K
AOK
Ishares Tr Core Conservative A

ETFs
-2.16K
- 16.62%
$38.64 - $40.17 $83.5K - $86.8K
10.8K $435K
RGP
Resources Connection, Inc.

Industrials
-11.9K
- 28.29%
$4.47 - $6.03 $53.1K - $71.6K
30.1K $152K
IXJ
Ishares Global Healthcare ETF

ETFs
-1.01K
- 13.71%
$82.73 - $89.14 $83.1K - $89.6K
6.33K $560K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-4.72K
- 11.43%
$47.78 - $52.76 $226K - $249K
36.6K $1.91M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-7.62K
- 4.81%
$17.81 - $18.39 $136K - $140K
151K $2.75M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-1.15K
- 73.13%
$57.5 - $61.94 $65.9K - $71K
421 $26K
EDV
Vanguard Extended Duration Tre

ETFs
-1.25K
- 7.2%
$63.28 - $69.5 $78.8K - $86.6K
16.1K $1.1M
VONV
Vanguard Russell 1000 Value Et

ETFs
-907
- 24.19%
$84.55 - $89.54 $76.7K - $81.2K
2.84K $254K
ROP
Roper Technologies Inc

Industrials
-35
- 5.01%
$495.03 - $573.0 $17.3K - $20.1K
663 $330K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-2.05K
- 13.67%
$49.0 - $51.91 $101K - $107K
13K $673K
CACI
Caci International Inc

Technology
-149
- 3.09%
N/A
4.67K $2M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-2.26K
- 45.39%
$29.18 - $31.13 $65.9K - $70.3K
2.72K $84K
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.57K
- 27.68%
$43.53 - $46.27 $68.1K - $72.4K
4.09K $187K
VLUE
Ishares Msci Usa Value Factor

ETFs
-677
- 31.46%
$111.55 - $125.05 $75.5K - $84.7K
1.48K $184K
DG
Dollar General Corp

Consumer Defensive
-187
- 5.12%
$101.86 - $116.32 $19K - $21.8K
3.46K $358K
MPW
Medical Properties Trust Inc

Real Estate
-17.8K
- 40.43%
$3.98 - $5.13 $70.7K - $91.1K
26.2K $132K
SCHO
Schwab Short Term Us Treasury

ETFs
-2.31K
- 33.49%
$24.23 - $24.42 $55.9K - $56.3K
4.58K $111K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-1.21K
- 56.23%
$46.97 - $48.89 $56.8K - $59.1K
941 $46K
XLP
Consumer Staples Sector Spdr

ETFs
-716
- 2.01%
N/A
35K $2.66M
IYY
Ishares Tr

ETFs
-672
- 13.9%
$150.75 - $162.82 $101K - $109K
4.16K $676K
SUB
Ishares Short Term National Mu

ETFs
-512
- 16.26%
$106.17 - $107.3 $54.4K - $54.9K
2.64K $281K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-518
- 50.44%
$112.94 - $129.99 $58.5K - $67.3K
509 $65K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.76K
- 14.75%
$29.12 - $29.34 $51.3K - $51.7K
10.2K $298K
FXI
Ishares Tr

ETFs
-1.75K
- 35.81%
$36.18 - $41.62 $63.3K - $72.8K
3.14K $129K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-504
- 24.82%
$99.12 - $99.52 $50K - $50.2K
1.53K $151K
IFRA
Ishares Tr

ETFs
-1.64K
- 15.86%
$49.77 - $52.82 $81.5K - $86.5K
8.68K $458K
HYLS
First Tr Tactical High Yield L

ETFs
-1.26K
- 5.95%
$41.62 - $42.32 $52.2K - $53.1K
19.9K $834K
MFC
Manulife Financial Corp

Financial Services
-1.29K
- 15.5%
$29.9 - $32.34 $38.5K - $41.7K
7.02K $218K
TTEK
Tetra Tech Inc

Industrials
-703
- 7.71%
$33.1 - $38.34 $23.3K - $27K
8.42K $280K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-31
- 0.62%
$57.1 - $70.52 $1.77K - $2.19K
4.94K $294K
DEO
Diageo PLC

Consumer Defensive
-205
- 4.17%
$93.64 - $115.33 $19.2K - $23.6K
4.71K $449K
WRB
Berkley W R Corp

Financial Services
-850
- 13.69%
$67.78 - $76.62 $57.6K - $65.1K
5.36K $410K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.17K
- 36.75%
$41.02 - $43.2 $47.8K - $50.3K
2.01K $86K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-967
- 46.92%
$56.05 - $67.13 $54.2K - $64.9K
1.09K $73K
FDHY
Fidelity Covington Trust High

ETFs
-885
- 29.16%
$48.66 - $49.64 $43.1K - $43.9K
2.15K $105K
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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