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WFG Advisors’s Aptus Behavioral Momentum ETF ADME Stock Holding History

WFG Advisors’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
2017
Q2 		– Sell
-10,838
Closed -$288K – 1544
2017
Q1 		$288K Buy
10,838
+1,898
+21% +$50.5K 0.08% 264
2016
Q4 		$231K Buy
8,940
+6,990
+358% +$177K 0.06% 341
2016
Q3 		$50K Buy
+1,950
New +$50.1K 0.01% 703

Other funds holding ADME

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WFG Advisors's ADME Position: Q2 2017 in Review

WFG Advisors sold out of Aptus Behavioral Momentum ETF (ADME) in Q2 2017, closing a stake of 10,838 shares — an estimated $288K sold.

WFG Advisors first reported a position in ADME in Q3 2016 and held it in 3 quarters. The position peaked at $288K in Q1 2017. 6 funds tracked by Wall St. Rank hold ADME as of Q2 2017.

  • WFG Advisors reported no remaining Aptus Behavioral Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 10,838 Aptus Behavioral Momentum ETF shares in Q2 2017, an estimated $288K.
  • WFG Advisors first reported a position in Aptus Behavioral Momentum ETF in Q3 2016 and held it in 3 quarters.
  • WFG Advisors's Aptus Behavioral Momentum ETF position peaked at $288K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Aptus Behavioral Momentum ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.