UAG
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United Advisor Group’s Aptus Behavioral Momentum ETF ADME Stock Holding History

United Advisor Group’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 		$1.41M Buy
28,546
+2,020
+8% +$104K 0.17% 145
2025
Q4 		$1.36M Sell
26,526
-84
-0.3% -$4.31K 0.17% 145
2025
Q3 		$1.36M Buy
26,610
+1,923
+8% +$95K 0.18% 127
2025
Q2 		$1.19M Buy
24,687
+392
+2% +$17.7K 0.21% 118
2025
Q1 		$1.08M Buy
24,295
+820
+3% +$38.3K 0.22% 110
2024
Q4 		$1.1M Buy
23,475
+3,316
+16% +$156K 0.22% 112
2024
Q3 		$931K Buy
20,159
+2,743
+16% +$123K 0.21% 110
2024
Q2 		$762K Buy
17,416
+5,579
+47% +$234K 0.24% 95
2024
Q1 		$497K Buy
+11,837
New +$475K 0.19% 117

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 $159M 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

United Advisor Group's ADME Position: Q1 2026 in Review

United Advisor Group increased its Aptus Behavioral Momentum ETF (ADME) stake by 7.6% in Q1 2026, buying an estimated $104K and bringing the position to 28,546 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #145.

United Advisor Group first reported a position in ADME in Q1 2024 and has held it in 9 quarters since. 54 funds tracked by Wall St. Rank hold ADME as of Q1 2026.

  • United Advisor Group held 28,546 shares of Aptus Behavioral Momentum ETF worth $1.41M as of Q1 2026.
  • United Advisor Group bought 2,020 Aptus Behavioral Momentum ETF shares in Q1 2026, an estimated $104K.
  • Aptus Behavioral Momentum ETF made up 0.17% of United Advisor Group's portfolio in Q1 2026, its #145 holding.
  • United Advisor Group first reported a position in Aptus Behavioral Momentum ETF in Q1 2024 and has held it in 9 quarters since.
  • 54 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.