AIP
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Almanack Investment Partners’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Almanack Investment Partners’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,062
Closed -$415K – 841
2022
Q2 		$415K Sell
15,062
-798
-5% -$24.6K 0.04% 269
2022
Q1 		$542K Buy
15,860
+6,128
+63% +$205K 0.05% 243
2021
Q4 		$327K Buy
9,732
+178
+2% +$5.9K 0.03% 354
2021
Q3 		$314K Sell
9,554
-7,110
-43% -$240K 0.03% 359
2021
Q2 		$571K Sell
16,664
-6
-0% -$205 0.05% 205
2021
Q1 		$560K Sell
16,670
-10,227
-38% -$345K 0.06% 210
2020
Q4 		$861K Buy
26,897
+119
+0.4% +$3.37K 0.1% 132
2020
Q3 		$748K Sell
26,778
-4,328
-14% -$110K 0.09% 146
2020
Q2 		$737K Buy
31,106
+6,610
+27% +$144K 0.13% 89
2020
Q1 		$472K Buy
24,496
+1,312
+6% +$32.5K 0.1% 129
2019
Q4 		$643K Sell
23,184
-7,175
-24% -$190K 0.12% 86
2019
Q3 		$772K Buy
30,359
+1,717
+6% +$43.7K 0.15% 90
2019
Q2 		$764K Buy
+28,642
New +$738K 0.18% 72

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BOC
Bull Oak Capital San Diego, California $260M AUM 15.37% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Almanack Investment Partners's FRDM Position: Q3 2022 in Review

Almanack Investment Partners sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q3 2022, closing a stake of 15,062 shares — an estimated $415K sold.

Almanack Investment Partners first reported a position in FRDM in Q2 2019 and held it in 13 quarters. The position peaked at $861K in Q4 2020. 46 funds tracked by Wall St. Rank hold FRDM as of Q3 2022.

  • Almanack Investment Partners reported no remaining Freedom 100 Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 15,062 Freedom 100 Emerging Markets ETF shares in Q3 2022, an estimated $415K.
  • Almanack Investment Partners first reported a position in Freedom 100 Emerging Markets ETF in Q2 2019 and held it in 13 quarters.
  • Almanack Investment Partners's Freedom 100 Emerging Markets ETF position peaked at $861K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.