Ameritas Advisory Services’s Aptus Defined Risk ETF DRSK Stock Holding History

Ameritas Advisory Services’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
2023 Q2	–	Sell	-3,268	Closed	-$84.2K	–	1043
2023 Q1	$84.2K	Buy	+3,268	New	+$84.5K	﹤0.01%	1070
2022 Q3	–	Sell	-9,142	Closed	-$240K	–	773
2022 Q2	$240K	Buy	+9,142	New	+$246K	0.01%	694
2022 Q1	–	Sell	-7,080	Closed	-$204K	–	835
2021 Q4	$204K	Buy	+7,080	New	+$206K	0.01%	776

Other funds holding DRSK

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

SWM

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Ameritas Advisory Services's DRSK Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Aptus Defined Risk ETF (DRSK) in Q2 2023, closing a stake of 3,268 shares — an estimated $84.2K sold.

Ameritas Advisory Services first reported a position in DRSK in Q4 2021 and held it in 3 quarters. The position peaked at $240K in Q2 2022. 55 funds tracked by Wall St. Rank hold DRSK as of Q2 2023.

Ameritas Advisory Services reported no remaining Aptus Defined Risk ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 3,268 Aptus Defined Risk ETF shares in Q2 2023, an estimated $84.2K.
Ameritas Advisory Services first reported a position in Aptus Defined Risk ETF in Q4 2021 and held it in 3 quarters.
Ameritas Advisory Services's Aptus Defined Risk ETF position peaked at $240K in Q2 2022.
55 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.