Sigma Planning Corp’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Sigma Planning Corp’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
2023 Q2	–	Sell	-23,161	Closed	-$801K	–	1205
2023 Q1	$801K	Buy	23,161 +736	+3%	+$25.1K	0.03%	600
2022 Q4	$753K	Buy	22,425 +5,739	+34%	+$197K	0.03%	596
2022 Q3	$556K	Sell	16,686 -6,043	-27%	-$214K	0.02%	689
2022 Q2	$785K	Buy	22,729 +4,466	+24%	+$167K	0.03%	569
2022 Q1	$748K	Buy	+18,263	New	+$746K	0.02%	657
2021 Q3	–	Sell	-5,156	Closed	-$205K	–	1377
2021 Q2	$205K	Buy	+5,156	New	+$199K	0.01%	1284

Other funds holding ADME

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

SWM

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Sigma Planning Corp's ADME Position: Q2 2023 in Review

Sigma Planning Corp sold out of Aptus Behavioral Momentum ETF (ADME) in Q2 2023, closing a stake of 23,161 shares — an estimated $801K sold.

Sigma Planning Corp first reported a position in ADME in Q2 2021 and held it in 6 quarters. The position peaked at $801K in Q1 2023. 36 funds tracked by Wall St. Rank hold ADME as of Q2 2023.

Sigma Planning Corp reported no remaining Aptus Behavioral Momentum ETF position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 23,161 Aptus Behavioral Momentum ETF shares in Q2 2023, an estimated $801K.
Sigma Planning Corp first reported a position in Aptus Behavioral Momentum ETF in Q2 2021 and held it in 6 quarters.
Sigma Planning Corp's Aptus Behavioral Momentum ETF position peaked at $801K in Q1 2023.
36 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.