Chicago Partners Investment Group’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Chicago Partners Investment 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
2022 Q1	–	Sell	-5,078	Closed	-$206K	–	566
2021 Q4	$206K	Buy	5,078 +2	+0%	+$84	0.01%	521
2021 Q3	$214K	Buy	5,076 +3	+0.1%	+$122	0.02%	533
2021 Q2	$208K	Buy	+5,073	New	+$196K	0.02%	499
2020 Q3	–	Sell	-7,917	Closed	-$264K	–	415
2020 Q2	$264K	Buy	+7,917	New	+$243K	0.03%	312
2018 Q4	–	Sell	-6,396	Closed	-$192K	–	323
2018 Q3	$192K	Buy	+6,396	New	+$225K	0.03%	311

Other funds holding ADME

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SWM

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

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

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

MWM

MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

Chicago Partners Investment Group's ADME Position: Q1 2022 in Review

Chicago Partners Investment Group sold out of Aptus Behavioral Momentum ETF (ADME) in Q1 2022, closing a stake of 5,078 shares — an estimated $206K sold.

Chicago Partners Investment Group first reported a position in ADME in Q3 2018 and held it in 5 quarters. The position peaked at $264K in Q2 2020. 32 funds tracked by Wall St. Rank hold ADME as of Q1 2022.

Chicago Partners Investment Group reported no remaining Aptus Behavioral Momentum ETF position as of Q1 2022 after selling out during the quarter.
Chicago Partners Investment Group sold 5,078 Aptus Behavioral Momentum ETF shares in Q1 2022, an estimated $206K.
Chicago Partners Investment Group first reported a position in Aptus Behavioral Momentum ETF in Q3 2018 and held it in 5 quarters.
Chicago Partners Investment Group's Aptus Behavioral Momentum ETF position peaked at $264K in Q2 2020.
32 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2022.

Based on Chicago Partners Investment Group's 13F filing for Q1 2022, filed 20 May 2022.