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Patriot Financial Group Insurance Agency’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-1,641
Closed -$57K – 430
2022
Q2 		$57K Sell
1,641
-367
-18% -$13.7K 0.01% 687
2022
Q1 		$82K Hold
2,008
– – 0.01% 639
2021
Q4 		$87K Sell
2,008
-35
-2% -$1.46K 0.01% 686
2021
Q3 		$81K Sell
2,043
-156
-7% -$6.34K 0.01% 712
2021
Q2 		$87K Sell
2,199
-357
-14% -$13.8K 0.02% 675
2021
Q1 		$93K Hold
2,556
– – 0.02% 577
2020
Q4 		$92K Buy
+2,556
New +$88.9K 0.02% 524

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ADME Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Aptus Behavioral Momentum ETF (ADME) in Q3 2022, closing a stake of 1,641 shares — an estimated $57K sold.

Patriot Financial Group Insurance Agency first reported a position in ADME in Q4 2020 and held it in 7 quarters. The position peaked at $93K in Q1 2021. 33 funds tracked by Wall St. Rank hold ADME as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Aptus Behavioral Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,641 Aptus Behavioral Momentum ETF shares in Q3 2022, an estimated $57K.
  • Patriot Financial Group Insurance Agency first reported a position in Aptus Behavioral Momentum ETF in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Aptus Behavioral Momentum ETF position peaked at $93K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.