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

Axxcess 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
Q1 		– Sell
-6,933
Closed -$200K – 652
2021
Q4 		$200K Buy
+6,933
New +$202K 0.01% 592

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 $331M AUM 19.25% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Axxcess Wealth Management's DRSK Position: Q1 2022 in Review

Axxcess Wealth Management sold out of Aptus Defined Risk ETF (DRSK) in Q1 2022, closing a stake of 6,933 shares — an estimated $200K sold.

Axxcess Wealth Management first reported a position in DRSK in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 63 funds tracked by Wall St. Rank hold DRSK as of Q1 2022.

  • Axxcess Wealth Management reported no remaining Aptus Defined Risk ETF position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,933 Aptus Defined Risk ETF shares in Q1 2022, an estimated $200K.
  • Axxcess Wealth Management first reported a position in Aptus Defined Risk ETF in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's Aptus Defined Risk ETF position peaked at $200K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.