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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
-276
Closed -$10.6K – 1411
2024
Q1 		$10.6K Hold
276
– – ﹤0.01% 463
2023
Q4 		$10.6K Buy
+276
New +$10K ﹤0.01% 473

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 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 $750M AUM 2.59% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 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 276 shares — an estimated $10.6K sold.

Financial Gravity Asset Management first reported a position in ADME in Q4 2023 and held it in 2 quarters. The position peaked at $10.6K 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 276 Aptus Behavioral Momentum ETF shares in Q2 2024, an estimated $10.6K.
  • 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 $10.6K 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.