Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Gladstone Institutional Advisory’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
2025
Q4 		– Sell
-5,408
Closed -$276K – 791
2025
Q3 		$276K Buy
5,408
+988
+22% +$48.8K 0.01% 672
2025
Q2 		$213K Buy
+4,420
New +$200K 0.01% 697

Other funds holding ADME

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Park Place Capital
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Bienville Capital Management
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Strong Retirement Solutions
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
MBE Wealth Management
MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

Gladstone Institutional Advisory's ADME Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of Aptus Behavioral Momentum ETF (ADME) in Q4 2025, closing a stake of 5,408 shares — an estimated $276K sold.

Gladstone Institutional Advisory first reported a position in ADME in Q2 2025 and held it in 2 quarters. The position peaked at $276K in Q3 2025. 56 funds tracked by Wall St. Rank hold ADME as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining Aptus Behavioral Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,408 Aptus Behavioral Momentum ETF shares in Q4 2025, an estimated $276K.
  • Gladstone Institutional Advisory first reported a position in Aptus Behavioral Momentum ETF in Q2 2025 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Aptus Behavioral Momentum ETF position peaked at $276K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.