MWM
RULE icon

Mosley Wealth Management’s Adaptive Core ETF RULE Stock Holding History

Mosley Wealth Management’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206 Hold
6
– – ﹤0.01% 717
2026
Q1 		$137 Buy
+6
New +$148 ﹤0.01% 456

Other funds holding RULE

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AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Mosley Wealth Management's RULE Position: Q2 2026 in Review

Mosley Wealth Management held its Adaptive Core ETF (RULE) position steady in Q2 2026 at 6 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Mosley Wealth Management first reported a position in RULE in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold RULE as of Q2 2026.

  • Mosley Wealth Management held 6 shares of Adaptive Core ETF worth $206 as of Q2 2026.
  • Mosley Wealth Management left its Adaptive Core ETF share count unchanged in Q2 2026.
  • Adaptive Core ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #717 holding.
  • Mosley Wealth Management first reported a position in Adaptive Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.