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

Avior 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
2023
Q3 		– Sell
-275
Closed -$10K – 1594
2023
Q2 		$10K Sell
275
-4,012
-94% -$141K ﹤0.01% 1024
2023
Q1 		$148K Buy
+4,287
New +$146K 0.01% 571

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Avior Wealth Management's ADME Position: Q3 2023 in Review

Avior Wealth Management sold out of Aptus Behavioral Momentum ETF (ADME) in Q3 2023, closing a stake of 275 shares — an estimated $10K sold.

Avior Wealth Management first reported a position in ADME in Q1 2023 and held it in 2 quarters. The position peaked at $148K in Q1 2023. 36 funds tracked by Wall St. Rank hold ADME as of Q3 2023.

  • Avior Wealth Management reported no remaining Aptus Behavioral Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 275 Aptus Behavioral Momentum ETF shares in Q3 2023, an estimated $10K.
  • Avior Wealth Management first reported a position in Aptus Behavioral Momentum ETF in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Aptus Behavioral Momentum ETF position peaked at $148K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.