Medallion Wealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Medallion Wealth Advisors’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 Q3	$763K	Sell	10,908 -590	-5%	-$40.3K	0.23%	100
2026 Q2	$838K	Sell	11,498 -1,801	-14%	-$120K	0.26%	92
2026 Q1	$727K	Sell	13,299 -116	-0.9%	-$6.64K	0.24%	92
2025 Q4	$688K	Buy	13,415 +1,875	+16%	+$89.6K	0.23%	95
2025 Q3	$511K	Buy	11,540 +1,987	+21%	+$83.3K	0.18%	121
2025 Q2	$385K	Buy	9,553 +71	+0.7%	+$2.64K	0.15%	142
2025 Q1	$335K	Buy	9,482 +4,135	+77%	+$144K	0.15%	144
2024 Q4	$176K	Buy	+5,347	New	+$185K	0.09%	202

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Medallion Wealth Advisors's FRDM Position: Q3 2026 in Review

Medallion Wealth Advisors reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 5.1% in Q3 2026, selling an estimated $40.3K and leaving 10,908 shares worth $763K. The position accounts for 0.23% of the portfolio, ranked #100.

Medallion Wealth Advisors first reported a position in FRDM in Q4 2024 and has held it in 8 quarters since. The position peaked at $838K in Q2 2026. 286 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

Medallion Wealth Advisors held 10,908 shares of Freedom 100 Emerging Markets ETF worth $763K as of Q3 2026.
Medallion Wealth Advisors sold 590 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $40.3K.
Freedom 100 Emerging Markets ETF made up 0.23% of Medallion Wealth Advisors's portfolio in Q3 2026, its #100 holding.
Medallion Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
Medallion Wealth Advisors's Freedom 100 Emerging Markets ETF position peaked at $838K in Q2 2026.
286 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.