SHF
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Safe Harbor Fiduciary’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-1,279
Closed -$65.6K – 59
2025
Q4 		$65.6K Buy
+1,279
New +$65.7K 0.06% 89
2025
Q2 		$62.1K Sell
1,289
-80,459
-98% -$3.63M 0.06% 107
2025
Q1 		$3.63M Sell
81,748
-480
-0.6% -$22.4K 3.75% 5
2024
Q4 		$3.84M Sell
82,228
-666
-0.8% -$31.4K 3.91% 4
2024
Q3 		$3.83M Buy
+82,894
New +$3.7M 3.59% 5

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 $174M 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

Safe Harbor Fiduciary's ADME Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Aptus Behavioral Momentum ETF (ADME) in Q1 2026, closing a stake of 1,279 shares — an estimated $65.6K sold.

Safe Harbor Fiduciary first reported a position in ADME in Q3 2024 and held it in 5 quarters. The position peaked at $3.84M in Q4 2024. 54 funds tracked by Wall St. Rank hold ADME as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Aptus Behavioral Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 1,279 Aptus Behavioral Momentum ETF shares in Q1 2026, an estimated $65.6K.
  • Safe Harbor Fiduciary first reported a position in Aptus Behavioral Momentum ETF in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Aptus Behavioral Momentum ETF position peaked at $3.84M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.