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

HHM 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
2022
Q1 		– Sell
-1,400
Closed -$40K – 711
2021
Q4 		$40K Hold
1,400
– – 0.01% 337
2021
Q3 		$40K Buy
+1,400
New +$41.4K 0.01% 324

Other funds holding DRSK

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

HHM Wealth Advisors's DRSK Position: Q1 2022 in Review

HHM Wealth Advisors sold out of Aptus Defined Risk ETF (DRSK) in Q1 2022, closing a stake of 1,400 shares — an estimated $40K sold.

HHM Wealth Advisors first reported a position in DRSK in Q3 2021 and held it in 2 quarters. The position peaked at $40K in Q4 2021. 63 funds tracked by Wall St. Rank hold DRSK as of Q1 2022.

  • HHM Wealth Advisors reported no remaining Aptus Defined Risk ETF position as of Q1 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,400 Aptus Defined Risk ETF shares in Q1 2022, an estimated $40K.
  • HHM Wealth Advisors first reported a position in Aptus Defined Risk ETF in Q3 2021 and held it in 2 quarters.
  • HHM Wealth Advisors's Aptus Defined Risk ETF position peaked at $40K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2022.

Based on HHM Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.