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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
| $25.5M | -$9.96M | -516,958 | -30% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $8.65M | -$223K | -11,553 | -3% |
|
|
GS
3
GTS Securities
Miami,
Florida
| $437K | -$463K | -24,022 | -53% |
|
|
FIA
4
Foundations Investment Advisors
Phoenix,
Arizona
| $391K | -$713 | -37 | -0.2% |
|
5
UBS Group
Zurich,
Switzerland
| $4.03K | +$3.81K | +198 | New |
|
6
Fidelity Investments
Boston,
Massachusetts
| $1.71K | +$1.62K | +84 | New |
|
7
JP Morgan Chase
New York
| – | -$54.4K | -2,897 | Closed |
|