LAM
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LifePro Asset Management’s Adaptive Core ETF RULE Stock Holding History

LifePro Asset Management’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-83,566
Closed -$1.7M – 116
2022
Q2 		$1.7M Buy
+83,566
New +$1.78M 0.88% 33

Other funds holding RULE

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LifePro Asset Management's RULE Position: Q3 2022 in Review

LifePro Asset Management sold out of Adaptive Core ETF (RULE) in Q3 2022, closing a stake of 83,566 shares — an estimated $1.7M sold.

LifePro Asset Management first reported a position in RULE in Q2 2022 and held it in 1 quarter. The position peaked at $1.7M in Q2 2022. 5 funds tracked by Wall St. Rank hold RULE as of Q3 2022.

  • LifePro Asset Management reported no remaining Adaptive Core ETF position as of Q3 2022 after selling out during the quarter.
  • LifePro Asset Management sold 83,566 Adaptive Core ETF shares in Q3 2022, an estimated $1.7M.
  • LifePro Asset Management first reported a position in Adaptive Core ETF in Q2 2022 and held it in 1 quarter.
  • LifePro Asset Management's Adaptive Core ETF position peaked at $1.7M in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q3 2022.

Based on LifePro Asset Management's 13F filing for Q3 2022, filed 4 Nov 2022.