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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
| $16.1M | -$10.5M | -497,109 | -40% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $9.07M | -$269K | -12,753 | -3% |
|
|
GS
3
GTS Securities
Miami,
Florida
| $874K | +$385K | +18,276 | +85% |
|
4
Goldman Sachs
New York
| $579K | +$554K | +26,316 | New |
|
|
FIA
5
Foundations Investment Advisors
Phoenix,
Arizona
| $300K | -$108K | -5,108 | -27% |
|
|
OWG
6
Oxford Wealth Group
Orlando,
Florida
| $264K | +$253K | +12,009 | New |
|
|
SIS
7
Sound Income Strategies
Ft Lauderdale,
Florida
| $32.1K | +$30.7K | +1,459 | New |
|
8
UBS Group
Zurich,
Switzerland
| $2.16K | -$2.11K | -100 | -51% |
|
9
Morgan Stanley
New York
| $1.65K | +$1.58K | +75 | New |
|
10
Fidelity Investments
Boston,
Massachusetts
| – | -$1.71K | -84 | Closed |
|