S.C. Financial Services
ADME icon

S.C. Financial Services’s Aptus Behavioral Momentum ETF ADME Stock Holding History

S.C. Financial Services’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
Q4 		– Sell
-14,017
Closed -$467K – 121
2022
Q3 		$467K Sell
14,017
-1,153
-8% -$40.9K 0.74% 44
2022
Q2 		$524K Sell
15,170
-3,610
-19% -$135K 0.81% 41
2022
Q1 		$769K Sell
18,780
-607
-3% -$24.8K 0.99% 26
2021
Q4 		$818K Buy
+19,387
New +$811K 0.94% 28

Other funds holding ADME

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 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
Bienville Capital Management
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
Derbend Asset Management
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Precision Wealth Strategies
Precision Wealth Strategies Saint Louis, Missouri $321M AUM 34.16% 1-Year Est. Return

S.C. Financial Services's ADME Position: Q4 2022 in Review

S.C. Financial Services sold out of Aptus Behavioral Momentum ETF (ADME) in Q4 2022, closing a stake of 14,017 shares — an estimated $467K sold.

S.C. Financial Services first reported a position in ADME in Q4 2021 and held it in 4 quarters. The position peaked at $818K in Q4 2021. 38 funds tracked by Wall St. Rank hold ADME as of Q4 2022.

  • S.C. Financial Services reported no remaining Aptus Behavioral Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • S.C. Financial Services sold 14,017 Aptus Behavioral Momentum ETF shares in Q4 2022, an estimated $467K.
  • S.C. Financial Services first reported a position in Aptus Behavioral Momentum ETF in Q4 2021 and held it in 4 quarters.
  • S.C. Financial Services's Aptus Behavioral Momentum ETF position peaked at $818K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.