Golden State Equity Partners’s Aptus Defined Risk ETF DRSK Stock Holding History

Golden State Equity Partners’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
2023 Q2	–	Sell	-8,043	Closed	-$209K	–	385
2023 Q1	$209K	Buy	+8,043	New	+$208K	0.11%	198

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

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Golden State Equity Partners's DRSK Position: Q2 2023 in Review

Golden State Equity Partners sold out of Aptus Defined Risk ETF (DRSK) in Q2 2023, closing a stake of 8,043 shares — an estimated $209K sold.

Golden State Equity Partners first reported a position in DRSK in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 55 funds tracked by Wall St. Rank hold DRSK as of Q2 2023.

Golden State Equity Partners reported no remaining Aptus Defined Risk ETF position as of Q2 2023 after selling out during the quarter.
Golden State Equity Partners sold 8,043 Aptus Defined Risk ETF shares in Q2 2023, an estimated $209K.
Golden State Equity Partners first reported a position in Aptus Defined Risk ETF in Q1 2023 and held it in 1 quarter.
Golden State Equity Partners's Aptus Defined Risk ETF position peaked at $209K in Q1 2023.
55 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2023.

Based on Golden State Equity Partners's 13F filing for Q2 2023, filed 19 Jul 2023.