AWM
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Aspire Wealth Management’s Aptus Defined Risk ETF DRSK Stock Holding History

Aspire Wealth Management’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
2022
Q3 		– Sell
-14,413
Closed -$379K – 171
2022
Q2 		$379K Sell
14,413
-457
-3% -$12.3K 0.35% 53
2022
Q1 		$416K Buy
14,870
+113
+0.8% +$3.2K 0.33% 52
2021
Q4 		$426K Buy
+14,757
New +$430K 0.35% 49

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
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Aspire Wealth Management's DRSK Position: Q3 2022 in Review

Aspire Wealth Management sold out of Aptus Defined Risk ETF (DRSK) in Q3 2022, closing a stake of 14,413 shares — an estimated $379K sold.

Aspire Wealth Management first reported a position in DRSK in Q4 2021 and held it in 3 quarters. The position peaked at $426K in Q4 2021. 57 funds tracked by Wall St. Rank hold DRSK as of Q3 2022.

  • Aspire Wealth Management reported no remaining Aptus Defined Risk ETF position as of Q3 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 14,413 Aptus Defined Risk ETF shares in Q3 2022, an estimated $379K.
  • Aspire Wealth Management first reported a position in Aptus Defined Risk ETF in Q4 2021 and held it in 3 quarters.
  • Aspire Wealth Management's Aptus Defined Risk ETF position peaked at $426K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2022.

Based on Aspire Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.