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Gradient Investments’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Gradient Investments’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
2023
Q1 		– Sell
-1,001
Closed -$33.6K – 1510
2022
Q4 		$33.6K Buy
+1,001
New +$34.4K ﹤0.01% 582

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Gradient Investments's ADME Position: Q1 2023 in Review

Gradient Investments sold out of Aptus Behavioral Momentum ETF (ADME) in Q1 2023, closing a stake of 1,001 shares — an estimated $33.6K sold.

Gradient Investments first reported a position in ADME in Q4 2022 and held it in 1 quarter. The position peaked at $33.6K in Q4 2022. 39 funds tracked by Wall St. Rank hold ADME as of Q1 2023.

  • Gradient Investments reported no remaining Aptus Behavioral Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 1,001 Aptus Behavioral Momentum ETF shares in Q1 2023, an estimated $33.6K.
  • Gradient Investments first reported a position in Aptus Behavioral Momentum ETF in Q4 2022 and held it in 1 quarter.
  • Gradient Investments's Aptus Behavioral Momentum ETF position peaked at $33.6K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.