FGAM
ADME icon

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

Financial Gravity 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
2024
Q2 		– Sell
-531
Closed -$21.3K – 1422
2024
Q1 		$21.3K Buy
531
+255
+92% +$10.2K ﹤0.01% 529
2023
Q4 		$10.6K Buy
+276
New +$10K ﹤0.01% 778

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Financial Gravity Asset Management's ADME Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Aptus Behavioral Momentum ETF (ADME) in Q2 2024, closing a stake of 531 shares — an estimated $21.3K sold.

Financial Gravity Asset Management first reported a position in ADME in Q4 2023 and held it in 2 quarters. The position peaked at $21.3K in Q1 2024. 40 funds tracked by Wall St. Rank hold ADME as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Aptus Behavioral Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 531 Aptus Behavioral Momentum ETF shares in Q2 2024, an estimated $21.3K.
  • Financial Gravity Asset Management first reported a position in Aptus Behavioral Momentum ETF in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Aptus Behavioral Momentum ETF position peaked at $21.3K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.