IAA
ADME icon

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
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 $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
6SA
6th Street Advisors Daphne, Alabama $159M AUM
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

Independent Advisor Alliance's ADME Position: Q1 2026 in Review

Independent Advisor Alliance increased its Aptus Behavioral Momentum ETF (ADME) stake by 130% in Q1 2026, buying an estimated $1.83M and bringing the position to 63,126 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #430.

Independent Advisor Alliance first reported a position in ADME in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold ADME as of Q1 2026.

  • Independent Advisor Alliance held 63,126 shares of Aptus Behavioral Momentum ETF worth $3.12M as of Q1 2026.
  • Independent Advisor Alliance bought 35,712 Aptus Behavioral Momentum ETF shares in Q1 2026, an estimated $1.83M.
  • Aptus Behavioral Momentum ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #430 holding.
  • Independent Advisor Alliance first reported a position in Aptus Behavioral Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.