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Axim Planning & Wealth’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Axim Planning & Wealth’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
Q3 		– Sell
-4,884
Closed -$235K – 84
2025
Q2 		$235K Sell
4,884
-82
-2% -$3.7K 0.22% 48
2025
Q1 		$221K Sell
4,966
-1,348
-21% -$63K 0.2% 34
2024
Q4 		$295K Sell
6,314
-780
-11% -$36.8K 0.31% 21
2024
Q3 		$328K Hold
7,094
– – 0.37% 16
2024
Q2 		$310K Sell
7,094
-4,296
-38% -$180K 0.37% 12
2024
Q1 		$478K Buy
11,390
+646
+6% +$25.9K 0.39% 9
2023
Q4 		$413K Sell
10,744
-8,573
-44% -$312K 0.38% 9
2023
Q3 		$677K Buy
19,317
+2,700
+16% +$98.3K 0.6% 8
2023
Q2 		$605K Sell
16,617
-3,860
-19% -$136K 0.54% 10
2023
Q1 		$709K Sell
20,477
-2,390
-10% -$81.4K 0.7% 8
2022
Q4 		$768K Sell
22,867
-5,818
-20% -$200K 0.79% 11
2022
Q3 		$956K Buy
28,685
+882
+3% +$31.3K 0.94% 9
2022
Q2 		$960K Buy
+27,803
New +$1.04M 0.74% 8

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

Axim Planning & Wealth's ADME Position: Q3 2025 in Review

Axim Planning & Wealth sold out of Aptus Behavioral Momentum ETF (ADME) in Q3 2025, closing a stake of 4,884 shares — an estimated $235K sold.

Axim Planning & Wealth first reported a position in ADME in Q2 2022 and held it in 13 quarters. The position peaked at $960K in Q2 2022. 47 funds tracked by Wall St. Rank hold ADME as of Q3 2025.

  • Axim Planning & Wealth reported no remaining Aptus Behavioral Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 4,884 Aptus Behavioral Momentum ETF shares in Q3 2025, an estimated $235K.
  • Axim Planning & Wealth first reported a position in Aptus Behavioral Momentum ETF in Q2 2022 and held it in 13 quarters.
  • Axim Planning & Wealth's Aptus Behavioral Momentum ETF position peaked at $960K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.