Lord & Richards Wealth Management’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Lord & Richards Wealth Management’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	$4.12M	Buy	74,000 +2,352	+3%	+$128K	3.22%	7
2026 Q1	$3.54M	Buy	71,648 +433	+0.6%	+$22.2K	3.11%	7
2025 Q4	$3.65M	Buy	71,215 +2,436	+4%	+$125K	3.14%	7
2025 Q3	$3.51M	Buy	68,779 +3,311	+5%	+$164K	3.22%	7
2025 Q2	$3.16M	Buy	65,468 +10,851	+20%	+$490K	3.3%	7
2025 Q1	$2.43M	Buy	54,617 +33,622	+160%	+$1.57M	2.75%	6
2024 Q4	$981K	Buy	+20,995	New	+$991K	2.07%	11

Other funds holding ADME

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

Lord & Richards Wealth Management's ADME Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Aptus Behavioral Momentum ETF (ADME) stake by 3.3% in Q2 2026, buying an estimated $128K and bringing the position to 74,000 shares worth $4.12M. The position accounts for 3.22% of the portfolio, ranked #7.

Lord & Richards Wealth Management first reported a position in ADME in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold ADME as of Q2 2026.

Lord & Richards Wealth Management held 74,000 shares of Aptus Behavioral Momentum ETF worth $4.12M as of Q2 2026.
Lord & Richards Wealth Management bought 2,352 Aptus Behavioral Momentum ETF shares in Q2 2026, an estimated $128K.
Aptus Behavioral Momentum ETF made up 3.22% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #7 holding.
Lord & Richards Wealth Management first reported a position in Aptus Behavioral Momentum ETF in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.