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Advisornet Financial’s Aptus Defined Risk ETF DRSK Stock Holding History

Advisornet Financial’s Portfolio DRSK Stock Details DRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-17,870
Closed -$550K – 1703
2020
Q3 		$550K Buy
17,870
+1,663
+10% +$51.2K 0.05% 324
2020
Q2 		$489K Buy
16,207
+252
+2% +$7.47K 0.04% 343
2020
Q1 		$448K Buy
15,955
+12,485
+360% +$351K 0.04% 331
2019
Q4 		$95K Sell
3,470
-150
-4% -$4.11K 0.01% 692
2019
Q3 		$99K Sell
3,620
-200
-5% -$5.52K 0.01% 674
2019
Q2 		$104K Hold
3,820
– – 0.01% 600
2019
Q1 		$100K Buy
3,820
+2,678
+235% +$68.8K 0.01% 549
2018
Q4 		$28K Buy
+1,142
New +$29.1K ﹤0.01% 832

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisornet Financial's DRSK Position: Q4 2020 in Review

Advisornet Financial sold out of Aptus Defined Risk ETF (DRSK) in Q4 2020, closing a stake of 17,870 shares — an estimated $550K sold.

Advisornet Financial first reported a position in DRSK in Q4 2018 and held it in 8 quarters. The position peaked at $550K in Q3 2020. 39 funds tracked by Wall St. Rank hold DRSK as of Q4 2020.

  • Advisornet Financial reported no remaining Aptus Defined Risk ETF position as of Q4 2020 after selling out during the quarter.
  • Advisornet Financial sold 17,870 Aptus Defined Risk ETF shares in Q4 2020, an estimated $550K.
  • Advisornet Financial first reported a position in Aptus Defined Risk ETF in Q4 2018 and held it in 8 quarters.
  • Advisornet Financial's Aptus Defined Risk ETF position peaked at $550K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.