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Howe & Rusling’s Aptus Defined Risk ETF DRSK Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-4,164
Closed -$122K – 966
2021
Q1 		$122K Buy
+4,164
New +$123K 0.02% 216

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
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
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Howe & Rusling's DRSK Position: Q2 2021 in Review

Howe & Rusling sold out of Aptus Defined Risk ETF (DRSK) in Q2 2021, closing a stake of 4,164 shares — an estimated $122K sold.

Howe & Rusling first reported a position in DRSK in Q1 2021 and held it in 1 quarter. The position peaked at $122K in Q1 2021. 48 funds tracked by Wall St. Rank hold DRSK as of Q2 2021.

  • Howe & Rusling reported no remaining Aptus Defined Risk ETF position as of Q2 2021 after selling out during the quarter.
  • Howe & Rusling sold 4,164 Aptus Defined Risk ETF shares in Q2 2021, an estimated $122K.
  • Howe & Rusling first reported a position in Aptus Defined Risk ETF in Q1 2021 and held it in 1 quarter.
  • Howe & Rusling's Aptus Defined Risk ETF position peaked at $122K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q2 2021.

Based on Howe & Rusling's 13F filing for Q2 2021, filed 13 Aug 2021.