IAA
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Independent Advisor Alliance’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Independent Advisor Alliance’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
2026
Q2 		$1.61M Sell
28,980
-34,146
-54% -$1.85M 0.04% 329
2026
Q1 		$3.12M Buy
63,126
+35,712
+130% +$1.83M 0.03% 430
2025
Q4 		$1.41M Buy
27,414
+17,781
+185% +$913K 0.03% 376
2025
Q3 		$492K Sell
9,633
-183
-2% -$9.04K 0.01% 628
2025
Q2 		$473K Buy
+9,816
New +$443K 0.01% 602

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Independent Advisor Alliance's ADME Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Aptus Behavioral Momentum ETF (ADME) stake by 54% in Q2 2026, selling an estimated $1.85M and leaving 28,980 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #329.

Independent Advisor Alliance first reported a position in ADME in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.12M in Q1 2026. 55 funds tracked by Wall St. Rank hold ADME as of Q2 2026.

  • Independent Advisor Alliance held 28,980 shares of Aptus Behavioral Momentum ETF worth $1.61M as of Q2 2026.
  • Independent Advisor Alliance sold 34,146 Aptus Behavioral Momentum ETF shares in Q2 2026, an estimated $1.85M.
  • Aptus Behavioral Momentum ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #329 holding.
  • Independent Advisor Alliance first reported a position in Aptus Behavioral Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Aptus Behavioral Momentum ETF position peaked at $3.12M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.