AWM
ADME icon

Aspire Wealth Management’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Aspire Wealth Management’s Portfolio ADME Stock Details ADME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-152
Closed -$5K – 169
2022
Q2 		$5K Buy
152
+1
+0.7% +$37 ﹤0.01% 160
2022
Q1 		$6K Hold
151
– – ﹤0.01% 157
2021
Q4 		$7K Buy
+151
New +$6.32K 0.01% 159

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspire Wealth Management's ADME Position: Q3 2022 in Review

Aspire Wealth Management sold out of Aptus Behavioral Momentum ETF (ADME) in Q3 2022, closing a stake of 152 shares — an estimated $5K sold.

Aspire Wealth Management first reported a position in ADME in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 33 funds tracked by Wall St. Rank hold ADME as of Q3 2022.

  • Aspire Wealth Management reported no remaining Aptus Behavioral Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 152 Aptus Behavioral Momentum ETF shares in Q3 2022, an estimated $5K.
  • Aspire Wealth Management first reported a position in Aptus Behavioral Momentum ETF in Q4 2021 and held it in 3 quarters.
  • Aspire Wealth Management's Aptus Behavioral Momentum ETF position peaked at $7K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q3 2022.

Based on Aspire Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.