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Belpointe Asset Management’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-500
Closed -$17.3K – 649
2023
Q1 		$17.3K Buy
+500
New +$17K ﹤0.01% 2387

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

Belpointe Asset Management's ADME Position: Q2 2023 in Review

Belpointe Asset Management sold out of Aptus Behavioral Momentum ETF (ADME) in Q2 2023, closing a stake of 500 shares — an estimated $17.3K sold.

Belpointe Asset Management first reported a position in ADME in Q1 2023 and held it in 1 quarter. The position peaked at $17.3K in Q1 2023. 36 funds tracked by Wall St. Rank hold ADME as of Q2 2023.

  • Belpointe Asset Management reported no remaining Aptus Behavioral Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 500 Aptus Behavioral Momentum ETF shares in Q2 2023, an estimated $17.3K.
  • Belpointe Asset Management first reported a position in Aptus Behavioral Momentum ETF in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Aptus Behavioral Momentum ETF position peaked at $17.3K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.