LA
FRDM icon

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

Lakeside 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 		$553K Buy
7,579
+1,700
+29% +$114K 0.35% 46
2026
Q1 		$321K Buy
+5,879
New +$337K 0.21% 55

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Lakeside Advisors's FRDM Position: Q2 2026 in Review

Lakeside Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 29% in Q2 2026, buying an estimated $114K and bringing the position to 7,579 shares worth $553K. The position accounts for 0.35% of the portfolio, ranked #46.

Lakeside Advisors first reported a position in FRDM in Q1 2026 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Lakeside Advisors held 7,579 shares of Freedom 100 Emerging Markets ETF worth $553K as of Q2 2026.
  • Lakeside Advisors bought 1,700 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $114K.
  • Freedom 100 Emerging Markets ETF made up 0.35% of Lakeside Advisors's portfolio in Q2 2026, its #46 holding.
  • Lakeside Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.