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Fortitude Financial’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Fortitude Financial’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-105,138
Closed -$4.63M – 47
2025
Q3 		$4.63M Sell
105,138
-17,559
-14% -$737K 3.81% 6
2025
Q2 		$5.09M Buy
+122,697
New +$4.56M 4.52% 6

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Fortitude Financial's FRDM Position: Q4 2025 in Review

Fortitude Financial sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q4 2025, closing a stake of 105,138 shares — an estimated $4.63M sold.

Fortitude Financial first reported a position in FRDM in Q2 2025 and held it in 2 quarters. The position peaked at $5.09M in Q2 2025. 231 funds tracked by Wall St. Rank hold FRDM as of Q4 2025.

  • Fortitude Financial reported no remaining Freedom 100 Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Fortitude Financial sold 105,138 Freedom 100 Emerging Markets ETF shares in Q4 2025, an estimated $4.63M.
  • Fortitude Financial first reported a position in Freedom 100 Emerging Markets ETF in Q2 2025 and held it in 2 quarters.
  • Fortitude Financial's Freedom 100 Emerging Markets ETF position peaked at $5.09M in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q4 2025.

Based on Fortitude Financial's 13F filing for Q4 2025, filed 27 Jan 2026.