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Retirement Planning Group (Kansas)’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Retirement Planning Group (Kansas)’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
2026
Q1 		$208K Sell
4,214
-4,441
-51% -$228K 0.01% 471
2025
Q4 		$444K Sell
8,655
-1,861
-18% -$95.6K 0.01% 287
2025
Q3 		$537K Sell
10,516
-3,291
-24% -$163K 0.02% 259
2025
Q2 		$665K Sell
13,807
-886
-6% -$40K 0.03% 187
2025
Q1 		$652K Buy
14,693
+564
+4% +$26.3K 0.03% 175
2024
Q4 		$660K Buy
+14,129
New +$667K 0.03% 165

Other funds holding ADME

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $159M AUM
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Retirement Planning Group (Kansas)'s ADME Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Aptus Behavioral Momentum ETF (ADME) stake by 51% in Q1 2026, selling an estimated $228K and leaving 4,214 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #471.

Retirement Planning Group (Kansas) first reported a position in ADME in Q4 2024 and has held it in 6 quarters since. The position peaked at $665K in Q2 2025. 54 funds tracked by Wall St. Rank hold ADME as of Q1 2026.

  • Retirement Planning Group (Kansas) held 4,214 shares of Aptus Behavioral Momentum ETF worth $208K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 4,441 Aptus Behavioral Momentum ETF shares in Q1 2026, an estimated $228K.
  • Aptus Behavioral Momentum ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #471 holding.
  • Retirement Planning Group (Kansas) first reported a position in Aptus Behavioral Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • Retirement Planning Group (Kansas)'s Aptus Behavioral Momentum ETF position peaked at $665K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.