Bank of Montreal
DRSK icon

Bank of Montreal’s Aptus Defined Risk ETF DRSK Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-1,751
Closed -$49.6K – 3605
2024
Q3 		$49.6K Buy
+1,751
New +$48.6K ﹤0.01% 3418

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

Bank of Montreal's DRSK Position: Q4 2024 in Review

Bank of Montreal sold out of Aptus Defined Risk ETF (DRSK) in Q4 2024, closing a stake of 1,751 shares — an estimated $49.6K sold.

Bank of Montreal first reported a position in DRSK in Q3 2024 and held it in 1 quarter. The position peaked at $49.6K in Q3 2024. 81 funds tracked by Wall St. Rank hold DRSK as of Q4 2024.

  • Bank of Montreal reported no remaining Aptus Defined Risk ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,751 Aptus Defined Risk ETF shares in Q4 2024, an estimated $49.6K.
  • Bank of Montreal first reported a position in Aptus Defined Risk ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's Aptus Defined Risk ETF position peaked at $49.6K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.