HighTower Advisors
DRSK icon

HighTower Advisors’s Aptus Defined Risk ETF DRSK Stock Holding History

HighTower 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
2021
Q4 		– Sell
-442,187
Closed -$12.7M – 3340
2021
Q3 		$12.7M Buy
442,187
+35,849
+9% +$1.06M 0.03% 453
2021
Q2 		$12M Buy
406,338
+10,604
+3% +$313K 0.03% 451
2021
Q1 		$11.6M Buy
395,734
+50,136
+15% +$1.48M 0.04% 429
2020
Q4 		$10.1M Buy
345,598
+29,433
+9% +$886K 0.04% 369
2020
Q3 		$9.74M Buy
+316,165
New +$9.74M 0.05% 350

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors's DRSK Position: Q4 2021 in Review

HighTower Advisors sold out of Aptus Defined Risk ETF (DRSK) in Q4 2021, closing a stake of 442,187 shares — an estimated $12.7M sold.

HighTower Advisors first reported a position in DRSK in Q3 2020 and held it in 5 quarters. The position peaked at $12.7M in Q3 2021. 60 funds tracked by Wall St. Rank hold DRSK as of Q4 2021.

  • HighTower Advisors reported no remaining Aptus Defined Risk ETF position as of Q4 2021 after selling out during the quarter.
  • HighTower Advisors sold 442,187 Aptus Defined Risk ETF shares in Q4 2021, an estimated $12.7M.
  • HighTower Advisors first reported a position in Aptus Defined Risk ETF in Q3 2020 and held it in 5 quarters.
  • HighTower Advisors's Aptus Defined Risk ETF position peaked at $12.7M in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q4 2021.

Based on HighTower Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.