LK
FRDM icon

Lumbard & Kellner’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Lumbard & Kellner’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
Q1 		$8.39M Buy
153,507
+525
+0.3% +$30.1K 2.91% 8
2025
Q4 		$7.84M Sell
152,982
-1,460
-0.9% -$69.8K 2.75% 12
2025
Q3 		$6.84M Buy
154,442
+135
+0.1% +$5.66K 2.52% 11
2025
Q2 		$6.23M Buy
154,307
+76,045
+97% +$2.83M 2.72% 11
2025
Q1 		$2.74M Buy
78,262
+28
+0% +$976 1.21% 36
2024
Q4 		$2.56M Sell
78,234
-2,206
-3% -$76.4K 1.1% 39
2024
Q3 		$2.88M Sell
80,440
-6
-0% -$211 1.27% 35
2024
Q2 		$2.84M Sell
80,446
-558
-0.7% -$19.2K 1.34% 36
2024
Q1 		$2.73M Buy
+81,004
New +$2.59M 1.33% 34

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return