Fidelity Investments
ADME icon

Fidelity Investments’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-1
Closed – – 4800
2022
Q2 		$0 Buy
+1
New +$37 ﹤0.01% 4868
2020
Q1 		– Sell
-2
Closed – – 3573
2019
Q4 		$0 Buy
2
+1
+100% +$30 ﹤0.01% 3740
2019
Q3 		$0 Buy
+1
New +$31 ﹤0.01% 3734

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments's ADME Position: Q3 2022 in Review

Fidelity Investments sold out of Aptus Behavioral Momentum ETF (ADME) in Q3 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in ADME in Q3 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 33 funds tracked by Wall St. Rank hold ADME as of Q3 2022.

  • Fidelity Investments reported no remaining Aptus Behavioral Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Fidelity Investments sold 1 Aptus Behavioral Momentum ETF share in Q3 2022.
  • Fidelity Investments first reported a position in Aptus Behavioral Momentum ETF in Q3 2019 and held it in 3 quarters.
  • Fidelity Investments's Aptus Behavioral Momentum ETF position peaked at $0 in Q2 2022.
  • 33 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q3 2022.

Based on Fidelity Investments's 13F filing for Q3 2022, filed 10 Nov 2022.