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

Collaborative 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
2021 Q4	$308K	Buy	+10,663	New	+$311K	0.17%	163

Other funds holding DRSK

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Collaborative Wealth Management's DRSK Position: Q4 2021 in Review

Collaborative Wealth Management opened a new position in Aptus Defined Risk ETF (DRSK) in Q4 2021: 10,663 shares worth $308K. The stake represents 0.17% of the portfolio and ranks #163 among its holdings.

60 funds tracked by Wall St. Rank hold DRSK as of Q4 2021.

Collaborative Wealth Management held 10,663 shares of Aptus Defined Risk ETF worth $308K as of Q4 2021.
Aptus Defined Risk ETF was a new Collaborative Wealth Management position in Q4 2021.
Aptus Defined Risk ETF made up 0.17% of Collaborative Wealth Management's portfolio in Q4 2021, its #163 holding.
60 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q4 2021.

Based on Collaborative Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.