Heck Capital Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Heck Capital Advisors’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
2026 Q2	$40.6M	Sell	555,714 -59,116	-10%	-$3.95M	2.42%	7
2026 Q1	$33.7M	Buy	614,830 +394,021	+178%	+$22.6M	2.5%	9
2025 Q4	$11.3M	Sell	220,809 -15,571	-7%	-$744K	0.84%	26
2025 Q3	$10.5M	Sell	236,380 -13,183	-5%	-$553K	0.81%	29
2025 Q2	$10.1M	Buy	249,563 +555	+0.2%	+$20.6K	0.87%	29
2025 Q1	$8.73M	Sell	249,008 -3,773	-1%	-$131K	0.98%	26
2024 Q4	$8.26M	Sell	252,781 -13,461	-5%	-$466K	0.95%	27
2024 Q3	$9.53M	Sell	266,242 -16,651	-6%	-$586K	1.1%	21
2024 Q2	$9.99M	Sell	282,893 -8,689	-3%	-$299K	1.24%	22
2024 Q1	$9.84M	Buy	291,582 +79,636	+38%	+$2.55M	1.5%	21
2023 Q4	$6.97M	Buy	+211,946	New	+$6.4M	1.14%	29
2022 Q4	–	Sell	-3,500	Closed	-$87.5K	–	143
2022 Q3	$87.5K	Hold	3,500	–	–	0.02%	125
2022 Q2	$96.5K	Hold	3,500	–	–	0.02%	125
2022 Q1	$120K	Hold	3,500	–	–	0.02%	118
2021 Q4	$116K	Sell	3,500 -253	-7%	-$8.39K	0.02%	107
2021 Q3	$123K	Buy	+3,753	New	+$127K	0.02%	108

Other funds holding FRDM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Ares Financial Consulting Calabasas, California $139M AUM

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return