SCFS
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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

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 $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 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.