Lunt Capital Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Lunt Capital Management’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	$2.88M	Sell	52,740 -6,394	-11%	-$366K	1.11%	26
2025 Q4	$3.03M	Sell	59,134 -2,778	-4%	-$133K	1.14%	26
2025 Q3	$2.74M	Sell	61,912 -322	-0.5%	-$13.5K	1.05%	25
2025 Q2	$2.51M	Buy	62,234 +502	+0.8%	+$18.7K	0.96%	27
2025 Q1	$2.16M	Buy	61,732 +4,720	+8%	+$164K	0.79%	31
2024 Q4	$1.86M	Buy	57,012 +8,777	+18%	+$304K	0.73%	35
2024 Q3	$1.73M	Buy	48,235 +4,075	+9%	+$143K	0.81%	36
2024 Q2	$1.56M	Buy	44,160 +4,919	+13%	+$169K	0.77%	33
2024 Q1	$1.32M	Buy	39,241 +3,516	+10%	+$113K	0.66%	37
2023 Q4	$1.18M	Buy	35,725 +2,481	+7%	+$74.9K	0.61%	38
2023 Q3	$941K	Buy	33,244 +1,720	+5%	+$53K	0.5%	41
2023 Q2	$988K	Buy	+31,524	New	+$956K	0.53%	40

Other funds holding FRDM

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return