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Atria Wealth Solutions’s Aptus Defined Risk ETF DRSK Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-10,059
Closed -$268K – 1964
2024
Q1 		$268K Buy
+10,059
New +$261K ﹤0.01% 1633

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Atria Wealth Solutions's DRSK Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Aptus Defined Risk ETF (DRSK) in Q2 2024, closing a stake of 10,059 shares — an estimated $268K sold.

Atria Wealth Solutions first reported a position in DRSK in Q1 2024 and held it in 1 quarter. The position peaked at $268K in Q1 2024. 58 funds tracked by Wall St. Rank hold DRSK as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Aptus Defined Risk ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,059 Aptus Defined Risk ETF shares in Q2 2024, an estimated $268K.
  • Atria Wealth Solutions first reported a position in Aptus Defined Risk ETF in Q1 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Aptus Defined Risk ETF position peaked at $268K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.