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Spotlight Asset Group’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Spotlight Asset Group’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.73M Sell
48,856
-765
-2% -$26.3K 1.21% 18
2024
Q1 		$1.67M Buy
+49,621
New +$1.59M 1.2% 19

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Spotlight Asset Group's FRDM Position: Q2 2024 in Review

Spotlight Asset Group reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 1.5% in Q2 2024, selling an estimated $26.3K and leaving 48,856 shares worth $1.73M. The position accounts for 1.21% of the portfolio, ranked #18.

Spotlight Asset Group first reported a position in FRDM in Q1 2024 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold FRDM as of Q2 2024.

  • Spotlight Asset Group held 48,856 shares of Freedom 100 Emerging Markets ETF worth $1.73M as of Q2 2024.
  • Spotlight Asset Group sold 765 Freedom 100 Emerging Markets ETF shares in Q2 2024, an estimated $26.3K.
  • Freedom 100 Emerging Markets ETF made up 1.21% of Spotlight Asset Group's portfolio in Q2 2024, its #18 holding.
  • Spotlight Asset Group first reported a position in Freedom 100 Emerging Markets ETF in Q1 2024 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.