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Ameritas Investment Company’s Aptus Defined Risk ETF DRSK Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$732K Buy
25,567
+16,892
+195% +$499K 0.03% 329
2021
Q2 		$878K Hold
8,675
– – 0.04% 301
2021
Q1 		$254K Buy
+8,675
New +$256K 0.02% 509

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
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Ameritas Investment Company's DRSK Position: Q3 2021 in Review

Ameritas Investment Company increased its Aptus Defined Risk ETF (DRSK) stake by 195% in Q3 2021, buying an estimated $499K and bringing the position to 25,567 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #329.

Ameritas Investment Company first reported a position in DRSK in Q1 2021 and has held it in 3 quarters since. The position peaked at $878K in Q2 2021. 48 funds tracked by Wall St. Rank hold DRSK as of Q3 2021.

  • Ameritas Investment Company held 25,567 shares of Aptus Defined Risk ETF worth $732K as of Q3 2021.
  • Ameritas Investment Company bought 16,892 Aptus Defined Risk ETF shares in Q3 2021, an estimated $499K.
  • Aptus Defined Risk ETF made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #329 holding.
  • Ameritas Investment Company first reported a position in Aptus Defined Risk ETF in Q1 2021 and has held it in 3 quarters since.
  • Ameritas Investment Company's Aptus Defined Risk ETF position peaked at $878K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.