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Bartlett & Co’s Aptus Defined Risk ETF DRSK Stock Holding History

Bartlett & Co’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
2023
Q1 		– Sell
-1,030
Closed -$26K – 1050
2022
Q4 		$26K Hold
1,030
– – ﹤0.01% 670
2022
Q3 		$26K Buy
+1,030
New +$27.4K ﹤0.01% 666

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
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bartlett & Co's DRSK Position: Q1 2023 in Review

Bartlett & Co sold out of Aptus Defined Risk ETF (DRSK) in Q1 2023, closing a stake of 1,030 shares — an estimated $26K sold.

Bartlett & Co first reported a position in DRSK in Q3 2022 and held it in 2 quarters. The position peaked at $26K in Q4 2022. 62 funds tracked by Wall St. Rank hold DRSK as of Q1 2023.

  • Bartlett & Co reported no remaining Aptus Defined Risk ETF position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co sold 1,030 Aptus Defined Risk ETF shares in Q1 2023, an estimated $26K.
  • Bartlett & Co first reported a position in Aptus Defined Risk ETF in Q3 2022 and held it in 2 quarters.
  • Bartlett & Co's Aptus Defined Risk ETF position peaked at $26K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2023.

Based on Bartlett & Co's 13F filing for Q1 2023, filed 6 Apr 2023.