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Wealth & Pension Services Group’s Aptus Behavioral Momentum ETF ADME Stock Holding History

Wealth & Pension Services 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
2019
Q1 		– Sell
-31,403
Closed -$887K – 117
2018
Q4 		$887K Buy
+31,403
New +$990K 0.8% 41

Other funds holding ADME

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Concourse Financial Group Securities
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Wealth & Pension Services Group's ADME Position: Q1 2019 in Review

Wealth & Pension Services Group sold out of Aptus Behavioral Momentum ETF (ADME) in Q1 2019, closing a stake of 31,403 shares — an estimated $887K sold.

Wealth & Pension Services Group first reported a position in ADME in Q4 2018 and held it in 1 quarter. The position peaked at $887K in Q4 2018. 14 funds tracked by Wall St. Rank hold ADME as of Q1 2019.

  • Wealth & Pension Services Group reported no remaining Aptus Behavioral Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Wealth & Pension Services Group sold 31,403 Aptus Behavioral Momentum ETF shares in Q1 2019, an estimated $887K.
  • Wealth & Pension Services Group first reported a position in Aptus Behavioral Momentum ETF in Q4 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's Aptus Behavioral Momentum ETF position peaked at $887K in Q4 2018.
  • 14 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q1 2019.

Based on Wealth & Pension Services Group's 13F filing for Q1 2019, filed 8 May 2019.