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Atomi Financial Group’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Atomi Financial Group’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
2025
Q1 		– Sell
-6,319
Closed -$295K – 1040
2024
Q4 		$295K Sell
6,319
-9,680
-61% -$457K 0.01% 727
2024
Q3 		$739K Buy
15,999
+1,073
+7% +$47.9K 0.05% 318
2024
Q2 		$653K Buy
14,926
+563
+4% +$23.6K 0.05% 310
2024
Q1 		$603K Buy
14,363
+1,403
+11% +$56.3K 0.06% 287
2023
Q4 		$498K Sell
12,960
-344
-3% -$12.5K 0.07% 272
2023
Q3 		$466K Sell
13,304
-5,196
-28% -$189K 0.16% 166
2023
Q2 		$674K Sell
18,500
-4,972
-21% -$175K 0.31% 104
2023
Q1 		$812K Buy
+23,472
New +$799K 0.45% 64

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Atomi Financial Group's ADME Position: Q1 2025 in Review

Atomi Financial Group sold out of Aptus Behavioral Momentum ETF (ADME) in Q1 2025, closing a stake of 6,319 shares — an estimated $295K sold.

Atomi Financial Group first reported a position in ADME in Q1 2023 and held it in 8 quarters. The position peaked at $812K in Q1 2023. 49 funds tracked by Wall St. Rank hold ADME as of Q1 2025.

  • Atomi Financial Group reported no remaining Aptus Behavioral Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 6,319 Aptus Behavioral Momentum ETF shares in Q1 2025, an estimated $295K.
  • Atomi Financial Group first reported a position in Aptus Behavioral Momentum ETF in Q1 2023 and held it in 8 quarters.
  • Atomi Financial Group's Aptus Behavioral Momentum ETF position peaked at $812K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.