Foundations Investment Advisors’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Foundations Investment Advisors’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
2026 Q2	$1.39M	Sell	24,966 -1,059	-4%	-$57.5K	0.01%	498
2026 Q1	$1.29M	Buy	26,025 +452	+2%	+$23.2K	0.02%	461
2025 Q4	$1.31M	Buy	25,573 +1,208	+5%	+$62K	0.02%	437
2025 Q3	$1.24M	Buy	24,365 +188	+0.8%	+$9.29K	0.02%	420
2025 Q2	$1.17M	Sell	24,177 -3,291	-12%	-$149K	0.02%	396
2025 Q1	$1.22M	Buy	27,468 +1,234	+5%	+$57.6K	0.02%	365
2024 Q4	$1.23M	Sell	26,234 -589,323	-96%	-$27.8M	0.02%	367
2024 Q3	$28.4M	Buy	615,557 +386,291	+168%	+$17.3M	0.6%	40
2024 Q2	$10M	Buy	229,266 +202,876	+769%	+$8.52M	0.24%	82
2024 Q1	$1.11M	Buy	+26,390	New	+$1.06M	0.03%	310

Other funds holding ADME

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

PPC

Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $174M AUM

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Foundations Investment Advisors's ADME Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Aptus Behavioral Momentum ETF (ADME) stake by 4.1% in Q2 2026, selling an estimated $57.5K and leaving 24,966 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #498.

Foundations Investment Advisors first reported a position in ADME in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.4M in Q3 2024. 55 funds tracked by Wall St. Rank hold ADME as of Q2 2026.

Foundations Investment Advisors held 24,966 shares of Aptus Behavioral Momentum ETF worth $1.39M as of Q2 2026.
Foundations Investment Advisors sold 1,059 Aptus Behavioral Momentum ETF shares in Q2 2026, an estimated $57.5K.
Aptus Behavioral Momentum ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #498 holding.
Foundations Investment Advisors first reported a position in Aptus Behavioral Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Foundations Investment Advisors's Aptus Behavioral Momentum ETF position peaked at $28.4M in Q3 2024.
55 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.