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Axim Planning & Wealth’s Aptus Defined Risk ETF DRSK Stock Holding History

Axim Planning & Wealth’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
-14,083
Closed -$375K – 28
2024
Q1 		$375K Buy
14,083
+3,448
+32% +$89.6K 0.3% 10
2023
Q4 		$268K Sell
10,635
-9,987
-48% -$239K 0.25% 18
2023
Q3 		$481K Buy
20,622
+3,535
+21% +$86.9K 0.42% 13
2023
Q2 		$425K Sell
17,087
-2,682
-14% -$68K 0.38% 13
2023
Q1 		$513K Sell
19,769
-1,678
-8% -$43.4K 0.51% 12
2022
Q4 		$549K Sell
21,447
-5,495
-20% -$141K 0.56% 17
2022
Q3 		$684K Sell
26,942
-363
-1% -$9.64K 0.67% 10
2022
Q2 		$718K Buy
+27,305
New +$736K 0.56% 9

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

Axim Planning & Wealth's DRSK Position: Q2 2024 in Review

Axim Planning & Wealth sold out of Aptus Defined Risk ETF (DRSK) in Q2 2024, closing a stake of 14,083 shares — an estimated $375K sold.

Axim Planning & Wealth first reported a position in DRSK in Q2 2022 and held it in 8 quarters. The position peaked at $718K in Q2 2022. 58 funds tracked by Wall St. Rank hold DRSK as of Q2 2024.

  • Axim Planning & Wealth reported no remaining Aptus Defined Risk ETF position as of Q2 2024 after selling out during the quarter.
  • Axim Planning & Wealth sold 14,083 Aptus Defined Risk ETF shares in Q2 2024, an estimated $375K.
  • Axim Planning & Wealth first reported a position in Aptus Defined Risk ETF in Q2 2022 and held it in 8 quarters.
  • Axim Planning & Wealth's Aptus Defined Risk ETF position peaked at $718K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2024.

Based on Axim Planning & Wealth's 13F filing for Q2 2024, filed 29 Jul 2024.