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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

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $167M AUM
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 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.