Commonwealth Equity Services
DRSK icon

Commonwealth Equity Services’s Aptus Defined Risk ETF DRSK Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-103,557
Closed -$3.07M – 3601
2021
Q2 		$3.07M Buy
103,557
+1,644
+2% +$48.5K 0.01% 1149
2021
Q1 		$2.99M Buy
101,913
+3,783
+4% +$112K 0.01% 1062
2020
Q4 		$2.88M Buy
+98,130
New +$2.96M 0.01% 1023

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
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Commonwealth Equity Services's DRSK Position: Q3 2021 in Review

Commonwealth Equity Services sold out of Aptus Defined Risk ETF (DRSK) in Q3 2021, closing a stake of 103,557 shares — an estimated $3.07M sold.

Commonwealth Equity Services first reported a position in DRSK in Q4 2020 and held it in 3 quarters. The position peaked at $3.07M in Q2 2021. 48 funds tracked by Wall St. Rank hold DRSK as of Q3 2021.

  • Commonwealth Equity Services reported no remaining Aptus Defined Risk ETF position as of Q3 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 103,557 Aptus Defined Risk ETF shares in Q3 2021, an estimated $3.07M.
  • Commonwealth Equity Services first reported a position in Aptus Defined Risk ETF in Q4 2020 and held it in 3 quarters.
  • Commonwealth Equity Services's Aptus Defined Risk ETF position peaked at $3.07M in Q2 2021.
  • 48 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2021.

Based on Commonwealth Equity Services's 13F filing for Q3 2021, filed 29 Oct 2021.