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Coppell Advisory Solutions’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Coppell Advisory Solutions’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
-1,277
Closed -$60K – 352
2024
Q4 		$60K Sell
1,277
-92
-7% -$4.34K 0.01% 532
2024
Q3 		$63K Sell
1,369
-375
-22% -$16.8K 0.01% 495
2024
Q2 		$76.3K Buy
+1,744
New +$73.2K 0.01% 411
2023
Q4 		$139K Buy
+3,608
New +$131K 0.03% 314

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

Coppell Advisory Solutions's ADME Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Aptus Behavioral Momentum ETF (ADME) in Q1 2025, closing a stake of 1,277 shares — an estimated $60K sold.

Coppell Advisory Solutions first reported a position in ADME in Q4 2023 and held it in 4 quarters. The position peaked at $139K in Q4 2023. 49 funds tracked by Wall St. Rank hold ADME as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Aptus Behavioral Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,277 Aptus Behavioral Momentum ETF shares in Q1 2025, an estimated $60K.
  • Coppell Advisory Solutions first reported a position in Aptus Behavioral Momentum ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Aptus Behavioral Momentum ETF position peaked at $139K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.