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Dynamic Advisor Solutions’s Aptus Defined Risk ETF DRSK Stock Holding History

Dynamic Advisor Solutions’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
-11,824
Closed -$350K – 768
2021
Q2 		$350K Sell
11,824
-115
-1% -$3.39K 0.03% 506
2021
Q1 		$350K Sell
11,939
-3,420
-22% -$101K 0.03% 465
2020
Q4 		$451K Sell
15,359
-33
-0.2% -$994 0.04% 388
2020
Q3 		$474K Buy
+15,392
New +$474K 0.05% 326

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

Dynamic Advisor Solutions's DRSK Position: Q3 2021 in Review

Dynamic Advisor Solutions sold out of Aptus Defined Risk ETF (DRSK) in Q3 2021, closing a stake of 11,824 shares — an estimated $350K sold.

Dynamic Advisor Solutions first reported a position in DRSK in Q3 2020 and held it in 4 quarters. The position peaked at $474K in Q3 2020. 48 funds tracked by Wall St. Rank hold DRSK as of Q3 2021.

  • Dynamic Advisor Solutions reported no remaining Aptus Defined Risk ETF position as of Q3 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,824 Aptus Defined Risk ETF shares in Q3 2021, an estimated $350K.
  • Dynamic Advisor Solutions first reported a position in Aptus Defined Risk ETF in Q3 2020 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Aptus Defined Risk ETF position peaked at $474K in Q3 2020.
  • 48 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q3 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2021, filed 28 Oct 2021.