IFG
ADME icon

Independent Financial Group’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Independent Financial Group’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
2022
Q2 		– Sell
-9,455
Closed -$387K – 712
2022
Q1 		$387K Buy
9,455
+3,681
+64% +$150K 0.03% 513
2021
Q4 		$250K Buy
+5,774
New +$242K 0.02% 659

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
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
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 Financial Group's ADME Position: Q2 2022 in Review

Independent Financial Group sold out of Aptus Behavioral Momentum ETF (ADME) in Q2 2022, closing a stake of 9,455 shares — an estimated $387K sold.

Independent Financial Group first reported a position in ADME in Q4 2021 and held it in 2 quarters. The position peaked at $387K in Q1 2022. 38 funds tracked by Wall St. Rank hold ADME as of Q2 2022.

  • Independent Financial Group reported no remaining Aptus Behavioral Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 9,455 Aptus Behavioral Momentum ETF shares in Q2 2022, an estimated $387K.
  • Independent Financial Group first reported a position in Aptus Behavioral Momentum ETF in Q4 2021 and held it in 2 quarters.
  • Independent Financial Group's Aptus Behavioral Momentum ETF position peaked at $387K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.