Menard Financial Group
ADME icon

Menard Financial Group’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Menard Financial Group’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
2022
Q2 		– Sell
-5,082
Closed -$208K – 87
2022
Q1 		$208K Hold
5,082
– – 0.2% 128
2021
Q4 		$220K Sell
5,082
-516
-9% -$21.6K 0.18% 137
2021
Q3 		$221K Buy
+5,598
New +$228K 0.19% 149

Other funds holding ADME

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Sugarloaf Wealth Management
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Derbend Asset Management
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
Precision Wealth Strategies
Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return
Bienville Capital Management
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Menard Financial Group's ADME Position: Q2 2022 in Review

Menard Financial Group sold out of Aptus Behavioral Momentum ETF (ADME) in Q2 2022, closing a stake of 5,082 shares — an estimated $208K sold.

Menard Financial Group first reported a position in ADME in Q3 2021 and held it in 3 quarters. The position peaked at $221K in Q3 2021. 38 funds tracked by Wall St. Rank hold ADME as of Q2 2022.

  • Menard Financial Group reported no remaining Aptus Behavioral Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Menard Financial Group sold 5,082 Aptus Behavioral Momentum ETF shares in Q2 2022, an estimated $208K.
  • Menard Financial Group first reported a position in Aptus Behavioral Momentum ETF in Q3 2021 and held it in 3 quarters.
  • Menard Financial Group's Aptus Behavioral Momentum ETF position peaked at $221K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2022.

Based on Menard Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.