Core Wealth Advisors (Florida)’s Aptus Defined Risk ETF DRSK Stock Holding History

Core Wealth Advisors (Florida)’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	-815	Closed	-$21K	–	222
2022 Q2	$21K	Sell	815 -1,961	-71%	-$52.8K	0.01%	103
2022 Q1	$78K	Buy	+2,776	New	+$78.5K	0.04%	59

Other funds holding DRSK

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

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

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

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

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

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

Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return

Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DRSK Position: Q3 2022 in Review

Core Wealth Advisors (Florida) sold out of Aptus Defined Risk ETF (DRSK) in Q3 2022, closing a stake of 815 shares — an estimated $21K sold.

Core Wealth Advisors (Florida) first reported a position in DRSK in Q1 2022 and held it in 2 quarters. The position peaked at $78K in Q1 2022. 57 funds tracked by Wall St. Rank hold DRSK as of Q3 2022.

Core Wealth Advisors (Florida) reported no remaining Aptus Defined Risk ETF position as of Q3 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 815 Aptus Defined Risk ETF shares in Q3 2022, an estimated $21K.
Core Wealth Advisors (Florida) first reported a position in Aptus Defined Risk ETF in Q1 2022 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s Aptus Defined Risk ETF position peaked at $78K in Q1 2022.
57 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2022, filed 10 Nov 2022.