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 Q3	$3.55M	Sell	63,177 -10,823	-15%	-$607K	2.71%	9
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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Renasant Bank Tupelo, Mississippi $148M AUM 16.49% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Lord & Richards Wealth Management's ADME Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Aptus Behavioral Momentum ETF (ADME) stake by 15% in Q3 2026, selling an estimated $607K and leaving 63,177 shares worth $3.55M. The position accounts for 2.71% of the portfolio, ranked #9.

Lord & Richards Wealth Management first reported a position in ADME in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.12M in Q2 2026. 28 funds tracked by Wall St. Rank hold ADME as of Q3 2026.

Lord & Richards Wealth Management held 63,177 shares of Aptus Behavioral Momentum ETF worth $3.55M as of Q3 2026.
Lord & Richards Wealth Management sold 10,823 Aptus Behavioral Momentum ETF shares in Q3 2026, an estimated $607K.
Aptus Behavioral Momentum ETF made up 2.71% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #9 holding.
Lord & Richards Wealth Management first reported a position in Aptus Behavioral Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Lord & Richards Wealth Management's Aptus Behavioral Momentum ETF position peaked at $4.12M in Q2 2026.
28 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.