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 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 $12.7B AUM 17.41% 1-Year Est. Return

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

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

Lord & Richards Wealth Management's ADME Position: Q1 2026 in Review

Lord & Richards Wealth Management increased its Aptus Behavioral Momentum ETF (ADME) stake by 0.61% in Q1 2026, buying an estimated $22.2K and bringing the position to 71,648 shares worth $3.54M. The position accounts for 3.11% of the portfolio, ranked #7.

Lord & Richards Wealth Management first reported a position in ADME in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.65M in Q4 2025. 54 funds tracked by Wall St. Rank hold ADME as of Q1 2026.

Lord & Richards Wealth Management held 71,648 shares of Aptus Behavioral Momentum ETF worth $3.54M as of Q1 2026.
Lord & Richards Wealth Management bought 433 Aptus Behavioral Momentum ETF shares in Q1 2026, an estimated $22.2K.
Aptus Behavioral Momentum ETF made up 3.11% of Lord & Richards Wealth Management's portfolio in Q1 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 6 quarters since.
Lord & Richards Wealth Management's Aptus Behavioral Momentum ETF position peaked at $3.65M in Q4 2025.
54 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.