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Adaptive Core ETF
RULE
RULE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $60.1M | +$7.95M | +407,559 | +15% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $398K | -$8.1M | -415,290 | -95% |
|
3
Citadel Advisors
Miami,
Florida
| $208K | +$207K | +10,615 | New |
|
4
UBS Group
Zurich,
Switzerland
| $15.7K | -$12.8K | -657 | -45% |
|
|
GM
5
GeoWealth Management
Chicago,
Illinois
| – | -$931K | -47,967 | Closed |
|
6
Rockefeller Capital Management
New York
| – | -$9K | -489 | Closed |
|
|
VF
7
VitalStone Financial
Shavano Park,
Texas
| – | +$390 | +20 | New |
|