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EverSource Wealth Advisors’s Aptus Defined Risk ETF DRSK Stock Holding History

EverSource Wealth Advisors’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
2024
Q4 		– Sell
-541
Closed -$15.3K – 3769
2024
Q3 		$15.3K Buy
+541
New +$15K ﹤0.01% 1631

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return

EverSource Wealth Advisors's DRSK Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Aptus Defined Risk ETF (DRSK) in Q4 2024, closing a stake of 541 shares — an estimated $15.3K sold.

EverSource Wealth Advisors first reported a position in DRSK in Q3 2024 and held it in 1 quarter. The position peaked at $15.3K in Q3 2024. 81 funds tracked by Wall St. Rank hold DRSK as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Aptus Defined Risk ETF position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 541 Aptus Defined Risk ETF shares in Q4 2024, an estimated $15.3K.
  • EverSource Wealth Advisors first reported a position in Aptus Defined Risk ETF in Q3 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Aptus Defined Risk ETF position peaked at $15.3K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.