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Certified Advisory Corp’s Aptus Defined Risk ETF DRSK Stock Holding History

Certified Advisory Corp’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
Q3 		– Sell
-318,789
Closed -$8.38M – 229
2022
Q2 		$8.38M Buy
318,789
+29,932
+10% +$806K 1.87% 9
2022
Q1 		$8.08M Buy
+288,857
New +$8.17M 1.72% 11

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Certified Advisory Corp's DRSK Position: Q3 2022 in Review

Certified Advisory Corp sold out of Aptus Defined Risk ETF (DRSK) in Q3 2022, closing a stake of 318,789 shares — an estimated $8.38M sold.

Certified Advisory Corp first reported a position in DRSK in Q1 2022 and held it in 2 quarters. The position peaked at $8.38M in Q2 2022. 57 funds tracked by Wall St. Rank hold DRSK as of Q3 2022.

  • Certified Advisory Corp reported no remaining Aptus Defined Risk ETF position as of Q3 2022 after selling out during the quarter.
  • Certified Advisory Corp sold 318,789 Aptus Defined Risk ETF shares in Q3 2022, an estimated $8.38M.
  • Certified Advisory Corp first reported a position in Aptus Defined Risk ETF in Q1 2022 and held it in 2 quarters.
  • Certified Advisory Corp's Aptus Defined Risk ETF position peaked at $8.38M in Q2 2022.
  • 57 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2022.

Based on Certified Advisory Corp's 13F filing for Q3 2022, filed 14 Nov 2022.