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
JMBS
Janus Detroit Str Tr Henderson

ETFs
-978
- 33.59%
$44.34 - $45.94 $43.4K - $44.9K
1.93K $88K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-1.54K
- 38.04%
$28.42 - $30.45 $43.7K - $46.8K
2.5K $73K
FTSL
First Trust Senior Ln Fund

ETFs
-923
- 6.89%
$45.81 - $46.18 $42.3K - $42.6K
12.5K $571K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.03K
- 39.52%
$101.96 - $132.43 $105K - $137K
1.58K $202K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.79K
- 9.95%
$37.2 - $39.61 $66.5K - $70.8K
16.2K $640K
ABNB
Airbnb, Inc.

Consumer Cyclical
-35
- 1.02%
$118.3 - $142.16 $4.14K - $4.98K
3.41K $413K
CWS
Advisorshares Tr Advisorshares

ETFs
-451
- 7.66%
$67.59 - $70.83 $30.5K - $31.9K
5.43K $370K
VOT
Vanguard Mid Cap Growth Index

ETFs
-353
- 5.31%
$282.75 - $294.19 $99.8K - $104K
6.29K $1.85M
VIS
Vanguard Industrial ETF

ETFs
-177
- 25.88%
$281.0 - $296.29 $49.7K - $52.4K
507 $150K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-665
- 13.48%
$94.17 - $99.95 $62.6K - $66.5K
4.27K $426K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-460
- 2.19%
$95.22 - $96.21 $43.8K - $44.3K
20.6K $1.98M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.74K
- 23.17%
$11.15 - $11.87 $41.6K - $44.3K
12.4K $143K
LUV
Southwest Airlines CO

Industrials
-784
- 4.02%
$29.06 - $37.7 $22.8K - $29.6K
18.7K $597K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.08K
- 36.13%
$39.37 - $44.24 $42.6K - $47.8K
1.91K $83K
IFGL
Ishares International Develope

ETFs
-1.55K
- 27.86%
$22.04 - $23.67 $34.2K - $36.7K
4.02K $92K
GATX
Gatx Corp

Industrials
-612
- 17.66%
$149.23 - $176.97 $91.3K - $108K
2.85K $498K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.31K
- 38.99%
$25.0 - $25.33 $32.7K - $33.2K
2.05K $51K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-4.18K
- 2.42%
$22.9 - $24.1 $95.7K - $101K
168K $4.01M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-372
- 14.21%
$121.81 - $137.24 $45.3K - $51.1K
2.25K $296K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-699
- 29.46%
$56.19 - $62.9 $39.3K - $44K
1.67K $103K
PULS
Pgim ETF Tr

ETFs
-657
- 13.46%
$49.58 - $49.83 $32.6K - $32.7K
4.23K $210K
ACU
Acme United Corp

Consumer Defensive
-546
- 1.55%
$39.46 - $44.58 $21.5K - $24.3K
34.7K $1.43M
UNM
Unum Group

Financial Services
-89
- 1.04%
$68.55 - $82.12 $6.1K - $7.31K
8.44K $656K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-489
- 39.92%
N/A
736 $45K
LGOV
First Tr ETF Iv Long Duration

ETFs
-2.58K
- 3.47%
$20.98 - $22.03 $54.2K - $56.9K
71.9K $1.56M
AIG
American International Group, Inc.

Financial Services
-52
- 1.42%
$76.34 - $85.87 $3.97K - $4.47K
3.6K $282K
HLN
Haleon PLC

Healthcare
-195
- 0.96%
$8.72 - $10.35 $1.7K - $2.02K
20.2K $181K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-372
- 12.28%
$81.76 - $86.36 $30.4K - $32.1K
2.66K $225K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-35
- 0.6%
$39.13 - $48.22 $1.37K - $1.69K
5.79K $228K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-1.85K
- 30.2%
$15.13 - $16.64 $28K - $30.8K
4.27K $68K
SOXL
Direxion Daily Semiconductor B

ETFs
-1.15K
- 96.48%
$23.99 - $34.84 $27.6K - $40.1K
42 $1K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-2.3K
- 7.66%
$24.04 - $25.31 $55.2K - $58.1K
27.7K $697K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-643
- 22.11%
$47.56 - $49.7 $30.6K - $32K
2.27K $112K
FSIG
First Tr ETF Iv LTD Duration I
-1.52K
- 4.25%
$19.03 - $19.33 $28.9K - $29.4K
34.3K $658K
VHT
Vanguard Health Care ETF

ETFs
-174
- 9.89%
$239.12 - $259.95 $41.6K - $45.2K
1.59K $411K
IAK
Ishares Tr

ETFs
-190
- 87.56%
$126.37 - $134.46 $24K - $25.5K
27 $3K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
-290
- 54.51%
$87.42 - $100.3 $25.4K - $29.1K
242 $24K
EVR
Evercore Inc.

Financial Services
-502
- 23.53%
$276.5 - $362.79 $139K - $182K
1.63K $550K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-575
- 64.75%
$45.06 - $46.5 $25.9K - $26.7K
313 $14K
URTH
Ishares Msci World ETF

ETFs
-149
- 99.33%
$168.96 - $181.71 $25.2K - $27.1K
1 $0
XDQQ
Innovator Etfs Tr Growth Accel
-823
- 33.78%
$34.77 - $37.81 $28.6K - $31.1K
1.61K $60K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-380
- 49.41%
$64.17 - $68.19 $24.4K - $25.9K
389 $26K
REET
Ishares Global Reit ETF

ETFs
-1.98K
- 6.46%
$24.45 - $25.91 $48.3K - $51.2K
28.6K $730K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-319
- 52.47%
$80.54 - $89.67 $25.7K - $28.6K
289 $25K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-767
- 84.75%
$32.02 - $36.34 $24.6K - $27.9K
138 $4K
EMGF
Ishares Msci Emerging Markets

ETFs
-535
- 35.91%
$51.93 - $56.75 $27.8K - $30.4K
955 $54K
ICF
Ishares Tr

ETFs
-425
- 6.69%
$59.57 - $62.89 $25.3K - $26.7K
5.93K $365K
CHKP
Check Point Software Technologies LTD

Technology
-28
- 2.35%
$180.73 - $231.23 $5.06K - $6.47K
1.16K $240K
ARKW
Ark Next Generation Internet E

ETFs
-265
- 30.67%
$144.46 - $174.76 $38.3K - $46.3K
599 $104K
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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