IFP Advisors
ADME icon

IFP Advisors’s Aptus Behavioral Momentum ETF ADME Stock Holding History

IFP 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
2023
Q1 		– Sell
-16,230
Closed -$563K – 3364
2022
Q4 		$563K Sell
16,230
-1,086
-6% -$37.3K 0.02% 844
2022
Q3 		$600K Buy
17,316
+727
+4% +$25.8K 0.02% 840
2022
Q2 		$574K Hold
16,589
– – 0.02% 786
2022
Q1 		$574K Buy
+16,589
New +$677K 0.02% 786
2020
Q2 		– Sell
-592
Closed -$18.2K – 2728
2020
Q1 		$17K Buy
592
+510
+622% +$15.4K ﹤0.01% 1552
2019
Q4 		$3K Buy
82
+51
+165% +$1.54K ﹤0.01% 2337
2019
Q3 		$1K Buy
+31
New +$953 ﹤0.01% 2815
2018
Q3 		– Sell
-250
Closed -$8K – 3799
2018
Q2 		$8K Hold
250
– – ﹤0.01% 3011
2018
Q1 		$8K Hold
250
– – ﹤0.01% 2897
2017
Q4 		$8K Hold
250
– – ﹤0.01% 2942
2017
Q3 		$7K Hold
250
– – ﹤0.01% 3203
2017
Q2 		$7K Sell
250
-250
-50% -$6.77K ﹤0.01% 3207
2017
Q1 		$13K Buy
+500
New +$13.3K ﹤0.01% 2755

Other funds holding ADME

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 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
Advisor Resource Council
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
Derbend Asset Management
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Sugarloaf Wealth Management
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

IFP Advisors's ADME Position: Q1 2023 in Review

IFP Advisors sold out of Aptus Behavioral Momentum ETF (ADME) in Q1 2023, closing a stake of 16,230 shares — an estimated $563K sold.

IFP Advisors first reported a position in ADME in Q1 2017 and held it in 13 quarters. The position peaked at $600K in Q3 2022. 40 funds tracked by Wall St. Rank hold ADME as of Q1 2023.

  • IFP Advisors reported no remaining Aptus Behavioral Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 16,230 Aptus Behavioral Momentum ETF shares in Q1 2023, an estimated $563K.
  • IFP Advisors first reported a position in Aptus Behavioral Momentum ETF in Q1 2017 and held it in 13 quarters.
  • IFP Advisors's Aptus Behavioral Momentum ETF position peaked at $600K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.